Market Watch

May 26, 2012 @ 12:31 AM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
Nasdaq 100 2,527.05- 4.30
S&P 500 1,317.82- 2.86
S&P 100 599.18- 2.22
S&P Mid-Cap 400 934.56- 1.52
S&P Volatility Index 21.76+ 0.22
NYSE Composite 7,534.33- 18.03
AMEX Composite 2,227.38+ 1.45
10 Year Treasury Note 1.75- 0.01
Wilshire 5000 13,783.51- 23.74

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Axa

Join Our Client Family

Lorie Scheibel, MBA, is Financial Consultant with AXA Advisors, LLC.  She has deep experience in economics, real estate and with business and strategic planning; she also has a keen passion to serve and empower her clients with smart and dynamic financial strategies.   

Working as part of a multi-disciplined team at AXA Advisors, Lorie takes a comprehensive approach to advising clients, developing and then integrating the pieces of a financial plan so that the pieces become one seamless strategy that may be implemented in stages over time.

Depending on your unique situation, the strategy may involve any or all of the following:

  •  Retirement Income Planning
  •  Charitable and Estate Planning
  •  Social Security and Long-Term Care Planning
  •  Investment Planning, Asset Allocation Strategies and 401K Roll-Overs
  •  Risk Management and Annuities for Families and Individuals
  •  Tax Qualified Profit and Pension Plans and Group Health Insurance for Businesses
  •  Business Planning (Succession, Buy-Sell, Key-Person Planning)
  •  Deferred and Executive Compensation Plans


We look forward to doing business with you!

Join us by setting up a complimentary consultation.

 

 

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.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

More Newsletters →

Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Goals

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

More Calculators →

Contact Info

Phone: 410-309-3620

lorie.scheibel @axa-advisors.com

Local Office | Branch Office