Market Watch

February 13, 2012 @ 02:10 PM

Nasdaq Composite 2,929.98+ 26.10
S&P 500 1,352.12+ 9.48
10 Year Treasury Note 1.99+ 0.02

[ 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, LLC

David M. Tressler, CFP®, ChFC, CLU
Certified Financial PlannerTM professional
Christopher S. Collins,
Retirement Planning Specialist

 

Support Staff: 
Betty Herman, Office Manager 
Jennifer Pierce, Customer Service  

 

David M. Tressler is a member of Paramount Planning Group, a division of AXA Advisors, LLC.  The Paramount Planning Group (PPG) is comprised of the most distinguished, innovative and respected financial professionals affiliated with AXA Advisors, LLC.  PPG members are highly experienced at meeting the special needs of affluent individuals, corporate executives and business owners. 

David has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.  Tressler Financial Group is not owned or operated by AXA Advisors of AXA Network

 

 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.  Tressler Financial Group is not owned or operated by AXA Advisors or AXA Network.

Newsletters

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

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.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

More Newsletters →

Calculators

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

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

Cash Flow Analysis

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

More Calculators →