Market Watch

January 27, 2012 @ 11:39 PM

Dow Jones Industrials 12,660.46- 74.17
Dow Jones Transportation 5,344.78+ 41.93
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
S&P Mid-Cap 400 942.11+ 4.59
10 Year Treasury Note 1.90- 0.03
Wilshire 5000 13,819.49+ 3.22
OSX Oil Service Sector Index 239.65+ 2.99

[ 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 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

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.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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