Market Watch

January 27, 2012 @ 01:57 PM

Nasdaq Composite 2,813.04+ 7.76
S&P 500 1,315.85- 2.58
10 Year Treasury Note 1.91- 0.02

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AXA Advisors, LLC.

Servicing All of Your Financial Needs

Jonathan D. Stone CFP®

 

Welcome to my Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. 

Today's investment climate offers unprecedented opportunities. My mission is to help my clients take advantage of those opportunities by providing them with three key tools:

1. A clear understanding of their financial goals

2. A well-defined roadmap for achieving those goals

3. Ongoing advice to help adjust their roadmap when their needs change

I cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. I strive to help my clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short and long-term objectives.

On my Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.

For help with your financial management, or for more information, please contact us today.

Newsletters

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

More Newsletters →

Calculators

Lease Payment

How much would your monthly lease payment be?

Life Insurance (AXA version)

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

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.

Lease Interest

What's the interest rate on the lease you're considering?

More Calculators →