Market Watch

May 23, 2012 @ 03:45 PM

Nasdaq Composite 2,851.73+ 12.65
S&P 500 1,319.22+ 2.59

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.
  • Text Size: A A A
Certified Financial Planner | Palm Planning Group | West Palm Beach, FL

Welcome to my web site!



As a financial professional of AXA Advisors, LLC, and an active member in the community affairs of Palm Beach County, I am dedicated to helping individuals and their families make smart choices about their money. I help you Provide, Protect and Plan for your future. I am active in community affairs including Leadership Palm Beach County and Rotary International. To stay on top of my field and continue to develop my professional skills over a 30 year career, I regularly attend industry training and certification. I have earned the following professional designations:


* CERTIFIED FINANCIAL PLANNER™(CFP®)
* Chartered Life Underwriter professional designation of The American College
* Chartered Financial Consultant professional designation of The American College

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® 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.

I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning. Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

Newsletters

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.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

More Newsletters →

Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Contact Info

Phone: 561-689-6775

anthony.lofaso @axa-advisors.com

Local Office | Branch Office