Market Watch

May 26, 2012 @ 05:56 PM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86

[ 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
AXA

Discipline and Trust for the Long Run

Thanks for visiting my web site. Whether you are one of my wonderful clients or just visiting for the first time, I hope you find something useful. I always appreciate feedback so press the contact link to send me a note.


I was born in Washington, DC and grew up in Bethesda, Maryland. I obtained a BS in Mechanical Engineering from Cornell University in 1984.   From there, I worked as Captain in United States Air Force to help purchase F-16 Fighters in Dayton, Ohio, while also obtaining an MBA from Wright State University in 1987.


My family and I moved to Cary, NC in 1991 where I initially worked as an entrepreneur with a small RTP Development Company for 5 years in the early 1990s. In 1996, I joined Nortel Networks working in Finance and Product Management. In 2002, I was fortunate enough to join AXA Advisors earning such accolades as Financial Advisor of the Year in my peer group for 2003, 2005, and 2006. 


My wife LaVonda and I have 3 wonderful children and numerous pets. I am very active in the community, serving on the YMCA Cary Branch Advisory Board for 10 years. Currently. I am helping coach soccer, volleyball, and swim meets and also enjoy biking and racquetball.


My diverse experience has made me very well suited for my current (and final) profession. Having worked with large and small companies, public and private, I have shared many of the everyday  problems my clients now face.  My goal is to establish long term working relationships with my clients.


The financial services include general investing, college funding, retirement planning, and insurance planning related to life, health, disability and long term care. I also assist with estate and tax planning working with numerous local lawyers and accountants.

AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.

Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

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.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

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.

More Newsletters →

Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Risk Tolerance

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

More Calculators →

Contact Info

Phone: 919-316-1300 ext. 28

steven.siegel @axa-advisors.com

Local Office | Branch Office


backforward