Market Watch

February 10, 2012 @ 01:46 AM

S&P 500 1,351.95+ 1.99
10 Year Treasury Note 2.05+ 0.07

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AXA

Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.
I'm here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit often. Be sure to add this site to your list of "favorites" in your Internet browser.
And now a little about me...
Alec Cameron is a divisional Vice President for AXA Advisors’ Western Division, and a member of the company’s Sterling Group – a select group of financial professionals who are distinguished for achieving a high standard of experience and service. Mr. Cameron’s particular focus is on comprehensive financial planning and services for individuals and business owners in the areas of asset management strategies, retirement planning, business succession, and estate conservation.

Mr. Cameron also leads a team of 25 advisors and specializes in training and development of new financial advisors. As part of this continuing education, he has completed the curriculum and exams for the following:
CERTIFIED FINANCIAL PLANNER™ * (CFP®)
CHARTERED LIFE UNDERWRITER® ** (CLU®)
Masters of Business Administration (MBA), Regis University, Denver, Colorado
FINRA Registrations: Series 7, Series 24, Series 66
Mr. Cameron received his Bachelor of Science Degree from Colorado School of Mines in Chemical Engineering and Petroleum Refining.


*CFP®, CERTIFIED FINANCIAL PLANNER™, and  are certification marks owned by 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.


**CLU®, CHARTERD LIFE UNDERWRITER®.  Advisors with the CLU® designation are required to serve you with the highest level of professionalism. The authority to use the CLU® mark is granted by the Certification Committee of the Board of Trustees of The American College, and that privilege is contingent on adherence to strict ethical guidelines.

Newsletters

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

More Newsletters →

Calculators

Loan Payoff

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

Cost of Retirement

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

Lease Interest

What's the interest rate on the lease you're considering?

Mortgage Acceleration

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

More Calculators →


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