Market Watch

January 28, 2012 @ 05:42 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 100 595.37- 1.25
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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Jeffrey S. West of AXA Advisors

Retirement Planning Specialist

My name is Jeff West. I would like to welcome you to my Web site. I joined the organization in 1994 as a financial professional,after a two-year internship program following college. In January of 1998 I was promoted to Divisional Vice President (District Manager) of the Okemos, Michigan office and continued in that role until June of 2003. I am dedicated to helping individuals and businesses build their financial futures. My business focuses on retirement funding and financial strategies both for individuals and small businesses. I am also a Registered Financial Planner with the National Football League Players Association, working with athletes and helping them with their disability income insurance, life insurance and financial planning needs. Being involved in the community is very important to me.   My community activities include:

Michigan Academy of Family Physicians Foundation Sparrow Foundation (Coaches 4 Kids) Michigan State University and its Foundation Western Michigan University Gary Fund Junior Achievement Habitat for Humanity (Okemos Presbyterian Church) MSU Children's Health Initiative Okemos Education Foundation Williamston Education Foundation.

I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning. 

 My wife and I live in Williamston, Michigan with our two daughters.

 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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.

More Newsletters →

Calculators

Risk Tolerance

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Contact Info

Phone: (517) 347-4646

jeffrey.west @axa-advisors.com

Local Office | Branch Office