Market Watch

May 25, 2012 @ 11:52 PM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
10 Year Treasury Note 1.75- 0.01

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AXA Advisors

Financial Consultant - Retirement Planning Specialist

Alan has more than 15 years of experience in the financial services industry.  He loves helping families and small business owners:

  • Define their objectives
  • Understand complex financial issues
  • Determine appropriate tools to meet their needs
  • Follow sound principles to implement those tools
  • Take action toward accomplishing their goals

Alan graduated from California State University, Northridge, has been awarded the title of of Retirement Planning Specialist by AXA Advisors, based upon the receipt of a Certificate in Retirement Planning from the Wharton School of Business, and has received his Chartered Financial Consultant (ChFC) designation from the American College.

 

Click Here for information or to Register for one of our Educational Forums!

Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual 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.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

More Newsletters →

Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

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

Life Insurance (AXA version)

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

More Calculators →

Contact Info

Phone: (408) 779-5600 (831) 277-0697

alan.williamson @axa-advisors.com

Local Office | Branch Office