Market Watch

May 26, 2012 @ 12:58 PM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
S&P 100 599.18- 2.22
NYSE Composite 7,534.33- 18.03
AMEX Composite 2,227.38+ 1.45

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AXA Advisors

                                                                                       

I started my financial career with AXA Advisors over 25 years ago after graduating with a BA from Michigan State University.  I received my MBA from the University of Detroit and my JD from the Detroit College of Law.  I am presently a member of the Paramount Planning Group of AXA Advisors and I am a Qualified Plan Specialist, concerning employee retirement planning. 

My focus is on the design and implementation of employer sponsored benefit plans as well as individual estate and financial planning.  I am committed to helping my clients work toward their financial goals for themselves, their families and their businesses by assisting them with strategies for asset accumulation, preservation and transfer.

Qualified Plan Specialist title awarded by AXA Advisors, based upon successful completion of an internal training program and written assessment.

Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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Calculators

Savings Goals

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Retirement Portfolio Lifespan

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Impact of Inflation

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