LifeFolio: Lifetime Financial Organizer

Lifefolio: Lifetime Financial Organizer

Sometimes life changes suddenly, and it is at these times, unfortunately, that we may find ourselves at a loss when searching for needed financial documents. Please take a look at the enclosed LifeFolio Checklist and jot down the locations of the important documents. We then can get together and review the checklist and I'll provide you with a complimentary LifeFolio Organizing Kit, complete with preprinted file tabs, which you and your family can use as a repository for all your important documents.

Contact me to schedule a convenient time for the two of us to get together to learn more about using the LifeFolio Organizing System?

Download the New York Life LifeFolio Checklist Download PDF

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October 19, 2018 @ 01:24 PM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.2%  
Dow Jones Transportation ETF +0.2%  
Dow Jones Utilities ETF +1.3%  
Nasdaq Composite ETF -0.0%  
Nasdaq 100 ETF +0.2%  
S&P 500 ETF +0.1%  
S&P 100 ETF +0.4%  
S&P Mid-Cap 400 ETF -0.1%  
S&P Volatility Index ETF +0.0%  
PHLX Semiconductor Index ETF -0.8%  
OSX Oil Service Sector Index ETF +1.6%  

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