Market Watch

January 28, 2012 @ 05:13 PM

Dow Jones Industrials 12,660.46- 74.17
Dow Jones Transportation 5,344.78+ 41.93
Dow Jones Utilities 447.97- 6.07
Nasdaq Composite 2,816.55+ 11.27
Nasdaq 100 2,461.77+ 7.14
S&P 500 1,316.33- 2.10
S&P Mid-Cap 400 942.11+ 4.59
NYSE Composite 7,876.61- 7.29
AMEX Composite 2,356.42+ 3.15
10 Year Treasury Note 1.90- 0.03
Wilshire 5000 13,819.49+ 3.22

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Myles has engineered wealth plans for hundreds of individuals and business owners, helping them maintain their standard of living and achieving their financial goals. He has conducted numerous workshops on a broad array of topics, such as, retirement and investment planning, estate planning strategies, business continuation planning, college planning, and long term care planning.
 
Myles understands that each client is unique with specific financial and other personal needs. Myles believes in a team approach, collaborating with clients, their CPA, attorney and other advisors as necessary, so that he can offer the most appropriate support, advice and strategies to help them achieve their goals and to help clients see their plan through to completion. 
 
 
 

 Credentials:

  • CERTIFIED FINANCIAL PLANNER™: signifies knowledge, ethics, and the experience to  help you manage your wealth.
  • Retirement Planning Specialist: awarded by AXA Advisors based on his receipt of a Certificate in
  • Retirement Planning from the Wharton School of Business.
  • Certified Divorce Financial Analyst (CDFA™): specific training and education to help clients understand the financial ramifications of divorce.
  • Million Dollar Round Table (MDRT) qualifying member: an achievement less than 1% of the industry qualifies for.
  • Sterling Group: a select group of financial professionals affiliated with AXA Advisors, LLC    who are distinguished as exceeding the highest standard of experience, expertise and service in the industry, an honor bestowed onto less than 8% of the nearly 7,000 career AXA Advisors financial professionals.
  
Professional Memberships:
  • Greater Boca Raton Estate Planning Council
  • Greater Boca Raton Chamber of Commerce (Trustee member)
  • Collaborative Family Lawyers of South Florida (affiliate member)
  • Collaborative Divorce Team, Inc.
  • National Association of Insurance and Financial Advisors.  

Newsletters

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

More Newsletters →

Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Risk Tolerance

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Contact Info

Phone: 561-961-9311

Myles.German @axa-advisors.com

Local Office | Branch Office


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