Market Watch

May 26, 2012 @ 02:33 AM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86

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Axa Advisors

 

 

MY APPROACH

By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.

My education and experience enable me to explain complex issues and strategies in clear language, which should help you to feel more comfortable with the strategies you choose.  This is best done through collaboration and a two-way commitment to your strategy.

When it's time to implement your strategy, we'll work together to review the options and alternatives.  Next, you can select a combination of products and services that make sense and suit your needs.  From time to time, I'll check in to make sure that you're still on track and sticking to the strategy.

As a registered representative of AXA Advisors, LLC, and an agent of AXA Network Insurance Agency, LLC or its affiliates, I offer a variety of financial products and services that are designed to help you plan for, build and achieve a more secure financial future.  These may include:

Retirement Planning
 

Estate Conservation
 

Fixed and Variable Annuities

 

Variable and Traditional Life Insurance

 

401(k) and other Company Sponsored Plans

 

Asset Management Accounts

 

Mutual Funds

 

Wrap Fee Accounts

 

Brokerage Accounts

 

Asset Allocation Strategies

 

 

 

Newsletters

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

More Newsletters →

Calculators

Savings Accumulation

Estimate the future value of your current savings.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →
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