Market Watch

May 21, 2012 @ 11:52 PM

Dow Jones Industrials 12,504.48+ 135.10
Nasdaq Composite 2,847.21+ 68.42
S&P 500 1,315.99+ 20.77
10 Year Treasury Note 1.74+ 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

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

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