Market Watch

January 27, 2012 @ 03:31 PM

Nasdaq Composite 2,819.05+ 13.77
S&P 500 1,318.60+ 0.17
10 Year Treasury Note 1.90- 0.03

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AXA Advisors

David DePalma, CFP® , CRPC®  
CERTIFIED FINANCIAL PLANNER™ professional

David is a financial professional with AXA Advisors, LLC dedicated to helping individuals and businesses build their financial futures.  

David's primary focus is to assist his clients in mapping out their financial priorities and establishing a framework to help meet their financial goals.  When managing your assets and investments, our broad philosophy is to protect what you already have, accumulate it wisely over time, and help it withstand changing market conditions. 

With the integrity and diversified resources of AXA Advisors, David is fully equipped to address your financial needs in the following areas:

  • Retirement Planning: Traditional & Roth IRAs, 401Ks, and Pension Plans
  • Investments: Stocks, Bonds, Mutual Funds, ETFs and SMAs
  • Risk Management:Life Insurance, Disability Income, and Long Term Care
  • College Funding:Coverdell ESA & 529 Plans
  • Business Planning:Employee Benefits, Health Insurance, Buy-Sell Agreements, Deferred Compensation Plans     

 

David maintains the following: 

  • CFP ®, CERTIFIED FINANCIAL PLANNERTM   certification
  • CRPC ®, Chartered Retirement Planning Counselor (Professional Designation from the College for Financial Planning)
  • FINRA Registrations, Series 7 & 66
  • Life and Health Insurance Licenses 

CFP® and CERTIFIED FINANCIAL PLANNER™ 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.

To learn more about David and AXA Advisors, he can be reached at: (212) 408-9547, or by email at, david.depalma@axa-advisors.com

Newsletters

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

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.

More Newsletters →

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cash Flow Analysis

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

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

More Calculators →

Contact Info

Phone: (212) 408-9547

david.depalma @axa-advisors.com

Local Office | Branch Office