Market Watch

February 11, 2012 @ 06:05 PM

Dow Jones Industrials 12,801.23- 89.23
Nasdaq Composite 2,903.88- 23.35
S&P 500 1,342.64- 9.31
10 Year Treasury Note 1.97- 0.08

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AXA Advisors, LLC

R. Steven Staley, CFP®, MBA
Retirement Planning Specialist

 

Steve Staley has been providing individuals and business owners with insurance and investment services since 1991. A graduate of the University of Maryland in 1990, Steve went on to complete a Masters Degree in Finance at Loyola College in December 1996.

Currently a Retirement Planning Specialist with AXA Advisors, LLC, Steve focuses on assisting clients with the accumulation and preservation of wealth for their personal estates, as well as their businesses. Active in his industry, Steve is a qualifying member of the Association for Advanced Life Underwriting, Million Dollar Round Table and the National Association of Insurance and Financial Advisors.

Steve has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Certificate in Retirement Planning from Wharton School, University of Pennsylvania.

Steve is committed to fostering long-term relationships built on trust, credibility and quality of service. This is accomplished by implementing a multi-step process working closely with clients and their other advisors. He believes that his clients' ultimate success lies not in a single transaction but in their overall quality of life.

Steve lives in Ellicott City, Maryland with his wife Allison, son Will, and daughter Cate.

 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

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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.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

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Savings Goals

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Cost of Retirement

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

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Contact Info

Phone: (410)309-3664

russell.staley @axa-advisors.com

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