Market Watch

February 10, 2012 @ 03:39 PM

Nasdaq Composite 2,900.77- 26.46
S&P 500 1,339.78- 12.17
AMEX Composite 2,412.07- 24.56
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

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Contact Info

Phone: 301-230-2677

Basil.Herzstein @axa-advisors.com

Local Office | Branch Office


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