Market Watch

January 27, 2012 @ 09:13 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10

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AXA Advisors

AXA Advisors

 


 

Building Relationships…Building Futures…One step at a time


 

 
Welcome to my website. I am a Financial Consultant with AXA Advisors, LLC. I focus on working with individuals, non-profit organizations and small businesses. My goal is to educate my clients and work together with them to establish goals and create financial strategies to reach those goals. It is important to me to get to know my clients and build a long-lasting relationship. Planning for the future is a process and I am dedicated to see my clients all the way through to retirement. My personalized approach to my clients’ unique situations really sets me apart from most.
 
With my education and experience over the last 17 years in the accounting and tax planning fields*, I have helped clients build for their future. I can help you too!
 
There are many resources available to you on my website. If you are looking to purchase a new home, pay off debt, or simply want to project retirement savings, please visit the Calculator Resources. There are many newsletters and articles available for you on topics people ask about every day. Be sure to check out the Tax Library for great tax planning information. Current clients can login to their accounts through the Account & Policy Login link. If you would like to schedule an appointment to discuss how I can help you with your financial picture, please click on the Appointment Sign-Up link. Don't forget to add this website to your favorites. You can e-mail me with a click of a button if you have any questions. Together we can build your future.
 
Thank you for visiting my website. 

*

AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances

Newsletters

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

More Newsletters →

Calculators

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?

Cost of Retirement

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

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

More Calculators →

Contact Info


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