Market Watch

May 28, 2012 @ 05:32 AM

Dow Jones Industrials 12,454.83- 74.92
Dow Jones Transportation 5,079.84- 28.56
Dow Jones Utilities 467.35+ 0.44
Nasdaq Composite 2,837.53- 1.85
Nasdaq 100 2,527.05- 4.30
S&P 500 1,317.82- 2.86
S&P Mid-Cap 400 934.56- 1.52
NYSE Composite 7,534.33- 18.03
AMEX Composite 2,227.38+ 1.45
10 Year Treasury Note 1.75- 0.01
Wilshire 5000 13,783.51- 23.74

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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

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

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.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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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