Capital Management Services, Inc.

Investment*, Retirement, and Estate Planning

  • Individualized Stock and Bond Portfolio Management
  • Options Strategies and Tax Planning For ISOs and NQs
  • Concentrated Holding Strategies: Collars, Pre-Paid Forwards
  • In-Depth Financial and Estate Planning
  • Multi-Generation Planning
  • Succession & Business Continuity Planning


*Securities are offered through Registered Representatives of Equity Services, Inc., Member FINRA/SIPC, Registered Broker/Dealer, Strafford Bldg. 4, Ste. 300, 175 Strafford Avenue, Wayne, Pennsylvania 19087  (610) 254-0001.

Investment advisory services are offered by Capital Management Services, Inc., a Registered Investment Adviser. Capital Management Services, Inc., and all other entities and individuals are independent of Equity Services, Inc. unless otherwise noted.


 
Market Watch

March 10, 2010 @ 04:05 PM

Dow Jones Industrials 10,567.33+ 2.95
S&P 500 1,145.61+ 5.17

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© eSignal. A division of
Interactive Data Corporation. (NYSE:IDC)
All rights reserved.

Newsletters

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

More Newsletters →