Wachovia

Welcome to the website for Financial Advisors Bruce Boppe and Ryan Oates. This site was designed to provide you with information about our approach to working with clients and ways that we endeavor to help you achieve your financial goals. This site contains several tools including calculators, articles on market performance and access to your Wachovia Securities accounts. We hope that you will take advantage of this site and the information provided.

We focus on many things for our clients. Some of the needs we satisfy are individual retirement planning, small business investment needs, company retirement plans, annuities, stock and bond brokerage accounts, and customizing portfolio's with different types of investments to best suit the risk tolerances and income needs of individual clients.

We are here to help educate you about the basic concepts of investment and retirement planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

We hope that you find our website useful. We hope that you will add this site to your "favorites" list and check in regularly. We will update the site with useful articles to help you have a better understanding of what is happening in the marketplace. Please do not hesitate to contact us with any questions.

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
Glossary

Financial terms from A to Z.

Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Goals

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

New Lease on Life

Can your risk-protection strategy benefit from a whole-life insurance policy?

Fuel for the Economy

The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

More Newsletters →

Market Watch

July 05, 2008 @ 11:24 PM

Dow Jones Industrials	11,288.54	+ 73.03
Nasdaq Composite	2,245.38	- 6.08
S&P 500	1,262.90	+ 1.38
10 Year Treasury Note	3.97	+ 0.01

[ Markets | Charts | Quotes | Portfolio ]

SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE

This information is intended for use only by residents of (CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.
Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (FL, MD, NC, NY, OH, VA, WV).

Wachovia Securities, LLC, Member NYSE/SIPC, is a registered broker-dealer and a separate nonbank affiliate of Wachovia Corporation.

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Bruce Boppe and Ryan Oates Financial Advisors

Bruce Boppe and Ryan Oates
Financial Advisors