Market Watch

July 29, 2010 @ 06:40 PM

Dow Jones Industrials 10,467.16- 30.72
Nasdaq Composite 2,251.69- 12.87
S&P 500 1,101.53- 4.60
10 Year Treasury Note 2.99- 0.05
Wilshire 5000 11,485.16- 44.02

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WF

Division Vice President, Charlotte Branch

Professional Opportunities click here

   In 1996, I joined the AXA Advisors, LLC team of financial professionals so that I might share with others my devotion to planning for the future and my passion for investing.

Today, in my role as a Division Vice President, in addition to our planning work with clients, I share the AXA Advisors career with other local professionals seeking a new and challenging opportunity.

In order to further my education as a financial professional, I completed The American College ChFC (Chartered Financial Consultant) and CLU (Chartered Life Underwriter) programs in 2004.

I am a member of several industry organizations, including the Million Dollar Roundtable, the National Association of Insurance and Investment Advisors and the General Agents and Managers Association, where I am often exposed to the latest in industry "Best Practices" and planning ideas.

My wife, Lou and I have lived in the Dilworth community in Charlotte since 1992, and are blessed to serve on several civic and non-profit organizations in the local area.

 

 

 

 

Newsletters

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Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

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