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 27,359.16 + 0.10
NYSE Composite 13,233.39 - 0.01

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Seeking Balance in a Mutual Fund

Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

Clarifying Tax Deductions for Meals and Entertainment

Wondering if you can still write off 50% of the cost of business meals? Find out what is and isn’t deductible.

HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019

The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.

Watch Out for Scams That Target Businesses

Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.

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  • Articles

    Articles

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  • Calculators

    Calculators

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  • Newsletters

    Newsletters

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  • Glossary

    Glossary

    Financial terms from A to Z.

  • Videos

    Videos

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  • Flipbooks

    Flipbooks

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

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

Retirement Portfolio Lifespan

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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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