Market Watch

January 28, 2012 @ 03:14 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
S&P 100 595.37- 1.25
NYSE Composite 7,876.61- 7.29
AMEX Composite 2,356.42+ 3.15

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AXA Advisors, LLC

I Hope You Enjoy My Website!

Mission - Empower individuals, families and businesses to accumulate wealth, preserve wealth and strategically distribute wealth through education and motivation to help them fulfill their financial dreams. 

Background - I've been a licensed Certified Public Accountant for over 16 years and prior to joining AXA Advisors, LLC,  I served over 15 years as the Finance Director for cities in Michigan with multi-million dollar retirement fund investment portfolios.  I worked in public accounting for two (2) years as an auditor and developed Lawrence-Webster, LLC to assist small businesses and non-profits with internal controls and compliance.  

The Approach - My preferred approach is to review my client's financial goals and investment objectives.  In coordination with other trusted advisors, we formulate strategies that will help them reach their financial goals.  As a registered representative and investment advisor representatative of AXA Advisors, LLC, and as an insurance agent of AXA Network, LLC, I can recommend the appropriate products and services to help implement the agreed upon strategies.

Value Added Services - Because I've worked hard to garner the trust and confidence of my valuable clients, I team with other professionals to provide comprehensive seminars to individuals, families, charitable organizations, small businesses, and students.  I have a monthly column in WordUp magazine called Wealth Matters and I am a guest contributor to the Michigan Banner newspaper.

Comprehensive Wealth - With my husband and two sons, we enjoy a wealth of life opportunities which include:  golfing, traveling, family events, swimming, skating, basketball, football, learning various communication methods and history, and participating in community events.

AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.

 

Newsletters

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

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.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

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Calculators

Life Insurance

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

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

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

Cost of Retirement

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

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