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

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.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

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