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Online Accounts
As a client, you can do the following:

  • View your account(s) online
  • Research/print monthly statements and year end tax statements
  • Choose to receive statements by regular mail or by e-mail
  • Keep informed, or become more familiar with market news

    You must get permission from the office to be set up.

  • View Accounts
    Philanthropy

    ›IRA holders aged 70 and older can opt to transfer their required distribution directly to a charity of their choice up to $100,000, although expired 12/31/07 likely to be reinstated.

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    Retirement News:

    › For 2008, the amount you can contribute to your 401k plan is $15,500 - If you are 50+, you can contribute an additional $5,000

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    ›For the self employed, you can contribute up to $46,000 in an
    Indi 401k Plan for year 2007 : or $51,000 if your are over age 50

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    For IRAs and Roths, you can contribute up to $5,000 per year.

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    ETF News

    ›iSHARES has introduced a tax free municipal bond ETF

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    Cable TV News

    ›This week's show "How To Pick A Mutual Fund"

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    Current Rates

    15Yr Fixed - 5.08%
    30Yr Fixed - 5.62%
    5/1 Adj. - 5.76%

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    Deposit Rates

    3 Mo CD - 3.35%
    6 Mo CD - 3.30%
    9 Mo CD - 3.40%

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