Market Watch

May 27, 2012 @ 01:22 PM

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
S&P Volatility Index 21.76+ 0.22
10 Year Treasury Note 1.75- 0.01
Wilshire 5000 13,783.51- 23.74
PHLX Semiconductor Index 372.11+ 5.04
OSX Oil Service Sector Index 208.23+ 0.40

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AXA Advisors, LLC | Business Exit & Succession Planning | Investment & Wealth Management | Seattle | Bellevue | Portland | San Francisco | Los Angeles | Palm Desert | San Diego | Scottsdale | New York | Miami

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 entrepreneur that takes the risk- the opportunity to reap the rewards- of their labor.  Why shouldn’t every business owner have a “Golden Parachute?”  Take control of how and where you land- click here to start your exit plan today!

 

Semper Fidelis,

 

Joshua M. Graeff

Financial Consultant

   Biographical

 

 

 

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Newsletters

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

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