Market Watch

September 09, 2010 @ 03:18 AM

Dow Jones Industrials 10,387.01+ 46.32
Nasdaq Composite 2,228.87+ 19.98
S&P 500 1,098.87+ 7.03
Russell 2000 634.25+ 4.96
10 Year Treasury Note 2.62+ 0.05

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© eSignal. A division of
Interactive Data Corporation. (NYSE:IDC)
All rights reserved.
  • Text Size: A A A
Axa Advisors

Investments, Risk Management and Consultation

I am an attorney with a background in tax and estate planning. Although I am not a practicing attorney at AXA Advisors, I apply my knowledge and experience to assist clients in the areas of financial, estate, and gift tax planning, legacy planning with IRAs, and strategies for charitable giving. In my capacity as a financial professional, I review, analyze, design and implement fee-based financial plans and wealth planning strategies for clients based on their individual circumstances. As part of my services as a registered representative of AXA Advisors, I aid in the recommendation and implementation of life insurance and financial products, where appropriate.

I have worked in financial services since 1987. Prior to joining AXA Advisors, I worked as an advanced planning attorney for Summit Financial Resources, Inc., a financial planning firm located in New Jersey. Prior to Summit, I worked as a securities claims analyst at Prudential Securities, Inc., and prior to Prudential I worked as an account executive at Dean Witter Reynolds, Inc.

I earned my M.S. in Taxation from Seton Hall University, my J.D. from Quinnipiac College School of Law, and my B.A. in Economics from Fairfield University. I earned the Certified Financial Planner designation from the Certified Financial Planner Board of Standards, Inc. I am a member of the Financial Planning Association and the Estate Planning Council of the City of New York. I am an attorney admitted to the Bar in New York and New Jersey.

Estate planning is offered using life insurance and/or other financial products. AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisor for such guidance.

Newsletters

A Look at the Second-Half Outlook

Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

Retirement with All the Fixins'

One of the most appealing aspects of a traditional pension is a guaranteed lifetime income. Fortunately, you can begin building your own guaranteed lifetime income with a fixed annuity.

More Newsletters →