Market Watch

January 27, 2012 @ 02:15 PM

Nasdaq Composite 2,811.16+ 5.88
S&P 500 1,315.15- 3.28
10 Year Treasury Note 1.90- 0.04

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AXA Advisors

Lebanon Office

Welcome to the Lebanon Team/AXA Advisors website. We are honored by your visit. Please take a few minutes browsing our site to become familiar with the services provided. We encourage you to take advantage of the wealth of information and resources. This is yet another way our team assists you in achieving your financial goals.

Our team’s goal is to provide premier financial planning services for the individuals and businesses in the Middle Tennessee community

To achieve this we are committed to the highest level of education and training. The following is a partial listing of credentials our team members hold: 1 CFP®, 1 CPA, 2 ChFc’s, 3 CLU’s. We are constantly engaged in meeting continuing education requirements as well as involved in ongoing training opportunities made available by our industry. Our team collectively has over ninety-five years of experience in the Financial Services industry!

Thank you for visiting our site. Please let us know of ways we can better serve you.

The Lebanon/AXA Advisors Team

 

AXA Advisors and it's representatives do not offer tax or legal advice.  Please consult with your tax and/or legal advisor for your particular circumstance.

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Newsletters

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

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.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

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Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Insurance (AXA version)

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

Tax-Deferred Savings

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

More Calculators →
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