Market Watch

May 25, 2012 @ 01:57 AM

Dow Jones Industrials 12,529.75+ 33.60
Dow Jones Transportation 5,108.40+ 41.15
Dow Jones Utilities 466.91+ 1.61
Nasdaq Composite 2,839.38- 10.74
Nasdaq 100 2,531.35- 15.73
S&P 500 1,320.68+ 1.82
S&P 100 601.40+ 0.85
S&P Mid-Cap 400 936.08+ 2.76
NYSE Composite 7,552.35+ 11.45
AMEX Composite 2,225.93+ 8.06
10 Year Treasury Note 1.76+ 0.04
Wilshire 5000 13,807.25+ 17.70

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AXA Advisors, LLC

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I work to help clients protect themselves, their families and their businesses from the unexpected turns life often takes, and to help guide them toward a solid financial future.

Whether you are interested in protection for your family, education funding for your children, a secure retirement or the growth of your business, I want to help you achieve your goals by designing a financial strategy specific to your needs.

If I can be of assistance to you, your family or your business in helping to make any financial goal a reality, please contact me.

 

Newsletters

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cash Flow Analysis

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

Lease Interest

What's the interest rate on the lease you're considering?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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