Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 17,730.11 - 0.16
Nasdaq Composite 5,009.21 - 0.08
OSX Oil Service Sector Index 194.30 + 0.32

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Phocus Financial ~ A Financial Planning Team Approach

Our clients' success is built on our "collaborative team approach", with each client experiencing a team of highly focused professionals in financial, investment, insurance, and estate planning strategies, all under one roof.

Clients enjoy a world-class reception, the highest level of service, and state-of-the-art technology.  Our clients often smile from ear-to-ear as they feel a distinctive sense of personalized service.

Every member of the firm shares a positive attitude and passion to help meet the needs of every client.  Every member of the team shares in their local community.  Our team is truly driven by the success we bring to each of our clients.

 

 

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Newsletters

Is College Around the Corner?

Personal financial decisions can affect the amount of aid a student might receive from the government and/or a college.

Can Small Companies Benefit from Big Data?

Some of the ways business owners are using data to help improve business efficiency and customer interaction

Financial Strategies for Changing Families

Family life has changed over the past 4 decades. Here are some financial suggestions for nontraditional families.

HOT TOPIC: What’s Behind the M&A Surge?

A surge of M&A activity began in 2014 and has continued in 2015. Why and what it means for investors and consumers

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Phone: Phoenix Office Phone: (602) 955-7705 Albuquerque Office Phone: (505) 855-5126

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