Market Watch

February 12, 2012 @ 05:20 PM

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 100 607.12- 3.98
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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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

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

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.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

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?

More Calculators →

Contact Info

Phone: (517) 347-4646

jeffrey.west @axa-advisors.com

Local Office | Branch Office