Wegge Financial Group
10788 RETREAT LN.
Woodbury,
MN
55129
Phone:
- (651) 998-7155
Fax:
- (651) 433-7513
- E-mail address: jeffwegge@woodburyfinancial.net
Newsletters
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Nasdaq 100 | 12,464.00 | -1.73% |
| NYSE Composite | 14,959.41 | -1.58% |
| AMEX Composite | 2,675.28 | +1.25% |
| PHLX Semiconductor Index | 1,354.81 | -0.47% |
| OSX Oil Service Sector Index | 95.32 | -1.45% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.