Excel Securities & Associates, Inc

Supporting Financial Professionals and Individual Investors since 1978

All account are insured by Securities Investment Protection Corporation, SIPC
Excel Securities & Associates, Inc. is a member of the FINRA.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Cost of Retirement

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Tax Breaks for College Costs

Three federal tax provisions can help ease the financial strain of paying for rising college costs.

Investing in Your Values

Investing based on principles of sustainable, responsible, and impact could have a positive social outcome.

Real Estate Markets on the Mend

The U.S. tax code favors real estate ownership, allowing for tax savings that might help families build wealth over the long term.

Step Up to Help Reduce Taxes on Inherited Assets

Step-up in basis on inherited assets differs from gifts, which are subject to carryover basis rules.

More Newsletters →

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 23,163.04 + 0.02
Nasdaq Composite 6,605.07 - 0.29

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.

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