Market Watch

February 23, 2012 @ 08:38 AM

Dow Jones Industrials 12,938.67- 27.02
Nasdaq Composite 2,933.17- 15.40
Nasdaq 100 2,579.78- 10.46
S&P 500 1,357.66- 4.55
S&P Mid-Cap 400 976.46- 4.37
NYSE Composite 8,094.38- 21.04
AMEX Composite 2,450.30+ 6.55
10 Year Treasury Note 2.01- 0.04
Wilshire 5000 14,263.27- 54.25

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Financial Health Group

Hello, and welcome to my web site. I am a financial professional for AXA Advisors, LLC. Wanting to help people is what first attracted me to the financial services industry, and that is what has kept me going throughout my career.

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

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.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

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Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Personal Inflation Rate

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

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