Market Watch

July 29, 2010 @ 07:33 PM

Dow Jones Industrials 10,467.16- 30.72
Nasdaq Composite 2,251.69- 12.87
S&P 500 1,101.53- 4.60

[ 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

CERTIFIED FINANCIAL PLANNER™ professional


Hello and welcome to my Website. I help individuals, families, and business owners develop appropriate financial strategies based on their various goals and objectives. These may include:
• Financial Planning
• Retirement Planning
• Tax-Advantaged Investment Strategies
• Education Savings Plans
• Life, Disability, and Long-Term Care Insurance

My approach is to listen carefully as clients describe their financial goals. I then gather all of their pertinent financial information and discuss possible strategies. Informing clients of the advantages and disadvantages of these strategies is vital. Because there is an overwhelming amount of financial information available, it can be difficult to know how to proceed. I believe in maintaining long-term relationships with clients and working together to review their situations regularly and making changes as needed.

My current FINRA securities registrations include the Series 6, 7, 24, 53, 63, and 65. In addition, I regularly attend Continuing Education classes so that clients can count on me for accurate, up-to-date advice.

AXA Advisors, LLC, is an Equal Opportunity Employer - A/A M/F/D/V

AXA Advisors does not provide tax or legal advice. The information provided is based on our general understanding of the subject matter discussed and is for informational purposes only. Please consult your tax and/or legal advisors regarding your particular circumstances.

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® 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 Equitable does not issue disability income insurance, group life insurance, health insurance, dental plans, or vision plans. These products are issued by third-party insurers and are made available through an insurance brokerage affiliate.

Newsletters

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

More Newsletters →

Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Contact Info

Phone: (206) 956-6246

Victor.Belonis @axa-advisors.com

Local Office | Branch Office

backforward