Market Watch

August 01, 2010 @ 02:52 AM

Dow Jones Industrials 10,465.94- 1.22
Nasdaq Composite 2,254.70+ 3.01
S&P 500 1,101.60+ 0.07
10 Year Treasury Note 3+ 0.01

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AXA Advsiors

Financial Consultant

Hello and welcome to my web site!   Thank you for taking the time to visit my homepage and I hope that you find my site useful.  Here you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

If you are new to the world of financial planning, the information provided here can help educate you on our company, our services, and the resources available through AXA Advisors, LLC. In addition, it will offer insight on how I can help you achieve your financial dreams and independence through proper planning. To help you understand a little more about what I can help you with, have you ever asked yourself:

  • “What is the best way to save for my child’s education?”
  •  "Am I saving enough for retirement?”
  • "What is the proper balance of stocks to bonds in my portfolio?”
  • “As a business owner, how can I recruit, retain, and reward the best employees so I can see more growth?”
  • “How can I protect my family if something should happen to me?” 
     

As a financial consultant, I have committed myself to helping individuals, families, and businesses plan for the uncertainty that lies in today’s economic and political ambiguity. My education, and the experience I bring with me, will provide an invaluable resource to achieving your long-term goals. As a graduate of James Madison University in 2000, I earned my Bachelors of Business Administration in International Business and also spent time studying abroad in Thailand and Taiwan.

If you are already a client of mine, this site can provide you access to your accounts as well as providing you with great educational information on some of the most recent financial topics. But, whether you are a client of mine or are just curious to learn more about the financial planning process, please do not hesitate to contact me! 

In any event, I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.  I hope you take advantage of this resource and visit often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.


 

 

Newsletters

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

More Newsletters →

Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Risk Tolerance

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

Net Worth

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

More Calculators →

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