Market Watch

January 27, 2012 @ 02:07 PM

Nasdaq Composite 2,811.80+ 6.52
S&P 500 1,315.47- 2.96
10 Year Treasury Note 1.91- 0.03

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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

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.

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.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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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 →