Market Watch

January 28, 2012 @ 07:34 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
S&P 100 595.37- 1.25
NYSE Composite 7,876.61- 7.29
AMEX Composite 2,356.42+ 3.15

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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

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

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.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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