A Member of FINRA and SIPC. Founded in 1958 by George Steel, Jr.

   Welcome to Planned Investment Company, Inc.


Proudly celebrating 54 years as your

Financial Services Partner

Last Closing Prices

Dow Jones Industrials 16,805.41 + 0.76
Dow Jones Transportation 8,568.98 + 0.97
Dow Jones Utilities 583.70 + 1.16
Nasdaq Composite 4,483.72 + 0.69
Nasdaq 100 4,042.02 + 0.74
NYSE Composite 10,582.61 + 0.60
AMEX Composite 2,508.01 + 0.22
PHLX Semiconductor Index 612.05 + 1.06
OSX Oil Service Sector Index 245.14 - 0.59

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All quotes are in US Eastern Time (EST).
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Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

Meet the Greeks: Alpha and Beta

This article explains how alpha and beta measures can be used to compare investments.

Cleaning Up Your Financial Records

Make it easier to find financial documents when you need them with these organization tips.

Overcoming Retirement Challenges

Four common obstacles to saving for retirement with suggestions on how to get back on track.

More Newsletters →

  • 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.

  • Videos


    Short animations that focus on a variety of financial topics.

  • Flipbooks


    These magazine-style flipbooks provide helpful information.

Required Minimum Distributions

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →