Market Watch

January 27, 2012 @ 02:16 PM

Nasdaq Composite 2,811.62+ 6.34
S&P 500 1,315.05- 3.38
10 Year Treasury Note 1.89- 0.04

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AXA Advisors

Financial Professionals

Phil H. Snow, CFP, ChFC, CLU

Philip R. Zeigler, CFP

Michael D. Graham

Jessica DeBold, CFP

 

Wilmington Office
Phone: (937) 382-3390
Fax: (937) 382-3490
Email: philip.zeigler@axa-advisors.com
 

Sabina Office
Phone: (937) 548-4930
Fax: (937) 584-4948
Email: phillip.snow@axa-advisors.com

 

 

 

 

 

 

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Newsletters

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

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.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

More Newsletters →

Calculators

Net Worth

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

Cost of Retirement

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance (AXA version)

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

More Calculators →