Joel Kugler
Financial Advisor
   FSC Securities Corporation



Our mission is to

direct clients in

making wise and appropriate financial planning choices

"As a Financial Advisor, Joel fills many roles. That role depends on what a client needs in a specific situation: Trusted Advisor; Problem Solver; Planner; Catalyst; Coordinator; Consultant; Coach; Confidant;
Sounding Board; Financial Conscience; Teacher; Mentor; Friend."

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 18,223.03 + 0.43
Nasdaq Composite 5,309.83 + 1.00
NYSE Composite 10,591.30 + 0.18

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Writing a Letter of Instruction

A letter of instruction has no formal legal status, but it could be just as important as a will to help loved ones settle an estate.

Looking for Income? Consider Closed-End Funds

Investors interested in the potential for a regular income stream may want to consider closed-end funds.

Stock Diversification: Large, Mid, and Small

The differences among large-cap, mid-cap, and small-cap stocks, and the average annual returns over 10-, 20-, and 30-year periods.

New Law Requires Notification of Medicare Observation Status

The distinction between observation care and inpatient status while in the hospital can make a difference in a patient’s out-of-pocket costs.

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  • Glossary


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  • Videos


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  • Flipbooks


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Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Cost of Retirement

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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