Market Watch

February 11, 2012 @ 05:11 AM

Dow Jones Industrials 12,801.23- 89.23
Dow Jones Transportation 5,254.14- 54.95
Dow Jones Utilities 450.45- 0.57
Nasdaq Composite 2,903.88- 23.35
Nasdaq 100 2,547.32- 16.61
S&P 500 1,342.64- 9.31
S&P Mid-Cap 400 964.49- 10.72
NYSE Composite 7,992.05- 89.20
AMEX Composite 2,417.99- 18.64
10 Year Treasury Note 1.97- 0.08
Wilshire 5000 14,119.98- 108.07

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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.
  • AXA Hall of Fame Medal: for qualifying ten times in the annual National Leaders Corps during a most distinguished career in the field of Financial Services.
  
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

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

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.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

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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