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February 09, 2012 @ 11:54 AM

Nasdaq Composite 2,922.98+ 7.12
S&P 500 1,351.33+ 1.37

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AXA

AXA Advisors, LLC

The key to addressing your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or work toward guaranteeing your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to address financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start and I am here to help you.

I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.


Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

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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.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

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.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

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