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

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

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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