Market Watch

February 10, 2012 @ 03:50 PM

Nasdaq Composite 2,901.72- 25.51
S&P 500 1,340.53- 11.42
AMEX Composite 2,415.92- 20.71
10 Year Treasury Note 1.97- 0.08

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AXA Advisors, LLC

Welcome to my web site, your path to your financial future

Hello, and welcome to my web site. I am a financial professional with AXA Advisors, LLC. Wanting to help people is what first attracted me to the financial services industry, and that is what has kept me going throughout my career.

For over 30 years, I have  helped  my clients protect themselves, their families and their businesses from the unexpected turns life often takes, and guided them toward a solid financial future.

Whether you are interested in protection for your family, education funding for your children, a financially secure retirement or the growth of your business, I can help you achieve your goals by designing a financial strategy specific to your needs.

If I can be of assistance to you, your family or your business in helping to make any financial goal a reality, please contact me at 301-230-2677.

 

Newsletters

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

More Newsletters →

Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Lease Interest

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

More Calculators →

Contact Info

Phone: 301-230-2677

Basil.Herzstein @axa-advisors.com

Local Office | Branch Office


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