Market Watch

September 03, 2010 @ 12:48 AM

Dow Jones Industrials 10,320.10+ 50.63
Nasdaq Composite 2,200.01+ 23.17
S&P 500 1,090.10+ 9.81
Russell 2000 632.26+ 7.27
10 Year Treasury Note 2.57+ 0.10

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San Diego: America's Finest City, AXA's Finest Office

 

 Jamie C. Smith, JD  -  Executive Vice President

Our organization has been serving individuals and businesses in and around San Diego for over 50 years. Our mission is simple. Using creative thinking and time tested planning strategies, we guide our clients through the four stages of wealth management....Protection, Accumulation, Distribution and Transfer....with a consistent focus on tax minimization. We provide expertise through a team of local financial professionals supported with the resources of a global financial services firm. With this this powerful combination, we can help you achieve the goals that will define the financial legacy you have worked a lifetime to create. We hope you find the tools on our website useful in that purpose, and we look forward to working with you very soon.

Newsletters

A Question of Identity

The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

Retirement with All the Fixins'

One of the most appealing aspects of a traditional pension is a guaranteed lifetime income. Fortunately, you can begin building your own guaranteed lifetime income with a fixed annuity.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

More Newsletters →

Calculators

Risk Tolerance

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

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

Mortgage Acceleration

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

More Calculators →

Contact Info

Phone: (619) 557-8263

jamie.smith @axa-advisors.com

Local Office | Branch Office

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