Oak Brook Wealth Management
1801 S. Meyers Rd. Suite 150
Oakbrook Terrace,
IL
60181
Phone:
- (630) 242-1497 or (630) 242-1499
Fax:
- 630-620-0560
Newsletters
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Nasdaq 100 | 13,366.40 | -0.29% |
| NYSE Composite | 14,951.84 | -0.45% |
| 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.