Capital Analyst of San Diego, LLC

Personal, Business, Trust & Estates, Investment, Insurance and Retirement Planning

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,753.09 - 0.24
Nasdaq Composite 7,433.85 + 0.13

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Options for Inherited IRAs

Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

The State of State Pensions

A look at some of the challenges facing state pension funds and steps that might help improve the long-term outlook.

Offering Life Insurance as an Employee Benefit

Making life insurance part of an employee benefit program could be a cost-effective way to recruit and retain valuable employees.

Preparing to Withstand the Loss of Key Players

How key-person insurance policies can benefit small businesses.

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  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck