Market Watch

May 26, 2012 @ 08:54 PM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
10 Year Treasury Note 1.75- 0.01

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Axa Advisors

Our Business

We are a premier financial services practice. We strive to provide our clients with superior financial guidance, creative strategies and impeccable service in an environment that promotes security, prosperity and trust.



Our Planning Process

We believe in planning! The Harvard Business School studied their MBA graduates of the class of 1979 in relation to where they were 10 years following graduation. Less than 3% had written goals and plans, but those that did, had an average income ten times greater than those with no plan (What They Don't Teach You in the Harvard Business School, Mark McCormack, Bantum Books, 1984).

For this reason, most of our clients engage in a comprehensive and strategic financial planning process. We help them explore and discover their financial goals and dreams. Then, we help them reach those dreams.



Our Clients

They are people of means who are motivated to gain control over their financial situation, value professional guidance and are willing to implement changes in their financial lives to reach their goals.



Our Partnership

You may have seen Mary-Jo on CNBC Power Lunch or the Today Show, or may have heard her on Bloomberg radio. You may have seen her quoted in Money Magazine or, you may have seen her on stage at Carnegie Hall singing with the Oratorio Society of New York.



Zev is usually in the office, buried under a mountain of financial plans and business journals. Or, he may be at the latest industry conference exploring new products and ideas.



Bruce is usually out and about with his extensive network of community organizations and professional contacts.



But mostly, you will find us in the conference room with our clients. We take the time to get to know our clients, their financial fears and desires. We strive to successfully guide our clients to the pinnacle of financial success and security.

For additional Information on us, please click on our names below:











Mary-Jo Knight 

Zev Grossman

Bruce Maier 

To help us maintain the highest level of service for our clients and meet their diverse financial needs, we maintain a staff as well as close relationships with a number of other AXA Associates.

Newsletters

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

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Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Contact Info