Market Watch

May 26, 2012 @ 01:09 AM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
S&P 100 599.18- 2.22
NYSE Composite 7,534.33- 18.03
AMEX Composite 2,227.38+ 1.45
10 Year Treasury Note 1.75- 0.01

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AXA Advisors Retirement Planning, IRAs, 401(k) Rollovers -- David Sayfie DBA Logo
David Sayfie, MBA focuses on helping clients with retirement planning, wealth management and income distribution issues.  David is a member of the Paramount Planning Group, a Division of AXA Advisors, LLC.  The Paramount Planning Group (PPG) is comprised of distinguished, innovative and respected financial professionals associated with AXA Advisors, LLC.  David has been with AXA Advisors since 2003 and is part of an elite practice group where associates average over 20 years of industry experience. 
 
Previously, he spent over 15 years in corporate strategy and international marketing with industry leading corporations in consumer goods, automotive and financial services.  He is also an adjunct professor at Aquinas College and has lectured at other area colleges and universities.  He is a Board Member of the West Michigan Better Business Bureau, is active in the West Michigan American Marketing Association, Aquinas College Corporate Partners program and attends other local business association events.  He actively helps corporate employees with career networking.  David enjoys spending time with family, traveling, coaching Little League and other youth sports.  He lives in Grand Rapids with his wife and three children.

 

Newsletters

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

More Newsletters →

Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cost of Retirement

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

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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Contact Info

Phone: (616) 575-3501

david.sayfie @axa-advisors.com

Local Office | Branch Office


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