Market Watch

February 06, 2012 @ 04:53 PM

Dow Jones Industrials 12,845.13- 17.10
Nasdaq Composite 2,901.99- 3.67
S&P 500 1,344.33- 0.57
10 Year Treasury Note 1.90- 0.05

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Axa Advisors

Wealth Management and Protection

Ken is a CERTIFIED FINANCIAL PLANNER™ professional who holds a law degree and a master's degree in taxation.  He works with individuals, business owners and charitable organizations.  Ken helps clients reach their financial and life planning goals.  He engages in comprehensive fact finding and problem solving.  Ken often works with other professionals, including accountants and attorneys, to help create coordinated and multi-disciplined strategies for clients.  As a registered representative of AXA Advisors, LLC, he recommends and sells life insurance and financial products, where appropriate.

Ken is a member of the Million Dollar Round Table, the Estate Planning Council of the City of New York, the Society of Financial Service Professionals, the Financial Planning Association, the Planned Giving Group of Greater New York, and the Planned Giving Advisory Council of Lighthouse International, a New York City based non-profit.  Ken is also an attorney admitted to the Bar in New York and New Jersey.

Ken is a frequent speaker and conducts continuing education workshops for accountants and attorneys and delivers lectures to members of the general public. Topics have included Estate Planning for Incapacity and Death; Strategies for Charitable Planning; Financial Planning Through Job Transition; and Life Insurance Policy Review for Trustees, among others.

Ken earned his M.S. in Taxation from Seton Hall Universtiy; J.D. from Quinnipiac University; and B.A. in Economics from Fairfield University.

 

CFP® and CERTIFIED FINANCIAL PLANNER™ 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.

AXA Advisors and AXA Network do not provide tax or legal advice.

Newsletters

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

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.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

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