Market Watch

January 29, 2012 @ 12:31 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 Mid-Cap 400 942.11+ 4.59
S&P Volatility Index 18.53- 0.04
10 Year Treasury Note 1.90- 0.03
Wilshire 5000 13,819.49+ 3.22
PHLX Semiconductor Index 413.34+ 1.40
OSX Oil Service Sector Index 239.65+ 2.99

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AXA Advisors, LLC. | Business Exit & Succession Planning | Investment & Wealth Management | Seattle | Bellevue | Portland

HAVE YOU PACKED YOUR "GOLDEN PARACHUTE?"

As the owner of a closely held business, you may often languish over how you’ll exit the “tower” that takes a lifetime to build- with the ability to leap effortlessly into retirement and at the same time- safeguard the legacy of your endeavors.

The fact is most owners have spent little time developing a strategy for their exit and even less time implementing one.  As the king of your castle, you wear many crowns.  Sometimes so many- that by the end of the day the thought of planning for your exit sounds like wishful thinking.

What if you didn’t have to wear that crown?  What if there was a team of professionals that could help you define your plan, develop a strategy and guide you on its discharge?  What if you could partner with a company that has the reputation, resources and strength of an impenetrable fortress- all at your disposal?  What if that team could help you pack a “Golden Parachute” so that when you’re ready, you can take that leap with confidence?

Our goal is to give every business man and woman that takes the risk- the opportunity to reap the rewards- of their labor.  Why shouldn’t every business owner have a “Golden Parachute?”   Pat yourself on the back for all the hard work that's led to your success.  Give us a call to schedule a brief introduction and discovery meeting.

 

Semper Fidelis,

 

Joshua M. Graeff

Financial Consultant

    Biographical

 

 

 Schedule Complimentary Discovery Meeting

 

Upcoming Events & Financial Seminars in the Seattle - Bellevue Area

 

 

Newsletters

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

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.

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.

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.

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