Market Watch

May 24, 2012 @ 03:02 PM

Nasdaq Composite 2,821.57- 28.55
S&P 500 1,312.99- 5.87
S&P Mid-Cap 400 928.62- 4.70
10 Year Treasury Note 1.76+ 0.04
OSX Oil Service Sector Index 205.67- 3.93

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Axa Equitable

Welcome to my website!

 

Since joining AXA Advisors over seven years ago I have developed a formalized approach to financial planning and helping my clients.  My personal mission is to help guide clients towards acheiving financial success through unbiased goal oriented financial advice.  Whether working with individuals, families or businesses, my objective is the same- to form a long lasting relationship based on trust so that together we can create a financial life plan to help you realize your financial goals and dreams.

 

Education:
In an effort to stay at the top of my field and enhance my professional skills, I have regularly attended industry training and certification programs including completion of the curriculum and passing rigorous exams for the:

  • CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
  • Chartered Life Underwriter (CLU)
  • FINRA Securities Registrations: Series 7 and 66
  • Life, Health, Disability, Long term care licenses
  • Bachelor of Arts, Business Administration with a concentration in Finance from Western Washington University

 

  • Activities/About me:
  • When I am not working I enjoy spending time outdoors.  Whether I am backpacking in the Cascades or fly fishing in one of Washington’s rivers, I enjoy the serenity and beauty Washington has to offer. 
  • One of my biggest passions is traveling the world and exploring other countries and their cultures.  I have traveled extensively throughout the United States and abroad.
  • In the winter I’m an avid skier and enjoy spending my weekends in the mountains with family and friends. 


Planning Services I Offer:

  • Fee based financial planning 
  • Non fee based financial planning
  • Business planning
  • Estate planning  
  • Education funding
  • Tax strategies  
  • Survivorship planning
  • Retirement and goal analysis 
  • Business continuation planning
  • Retirement distribution planning


Plan Implementation Vehicles:

Investment and Retirement Accounts:

  • 401k                                    
  • 403b
  • 401a
  • 457
  • 412i
  • IRA
  • Roth IRA
  • SEP IRAs
  • SIMPLE IRAs
  • Pension plans
  • Profit sharing plans
  • Keogh plans
  • 529 plans
  • ESOPs
  • Coverdale Education savings accounts
  • Executive bonus plans
  • Executive compensation plans
  • Deferred compensation plans

Asset Management and Asset Allocation Strategies: 

  • Publicly traded stocks (US and Foreign)
  • Bonds 
  • Mutual funds (over 7,000)
  • Exchange traded funds
  • Closed end funds
  • Commodities
  • Unit investment trusts
  • Annuities (fixed, immediate and variable)
  • Hedge funds
  • Money market funds
  • CDs
  • Real estate investment trusts
  • Options
  • Structured investments

Risk Management and Insurance:
Insurance coverage provided through a network of over 50 insurance carriers

  • Life insurance
  • Long term care insurance (group and individual plans)
  • Disability insurance (group and individual plans)
  • Health insurance (group and individual plans)

 

Thank you for visiting my Web site! Stay a while and browse its many features and calculators!  If you’d like to learn more, please call or email me to schedule a time for us to meet. I look forward to hearing from you!
 

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

CLU is a professional designation of The American College, Bryn Mawr, PA.   

Newsletters

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

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.

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.

More Newsletters →

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Contact Info

Phone: (206) 956-6210

adam.harvey @axa-advisors.com

Local Office | Branch Office