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January 28, 2012 @ 07:01 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10

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A Name You Can Count On

At the Virginia Branch of AXA Advisors, LLC, we are committed to providing our clients with the best advice, products, and services in the financial services industry. We have financial professionals who focus on helping individuals meet a variety of financial needs, including Retirement Planning, Asset Allocation, Estate Planning, Qualified Plan funding, Non-Qualified Deferred Compensation and Business Continuation.

We find that many clients have created their financial portfolio without a defined strategy. Their portfolio might not be tax efficient, asset allocation might not be consistent with their propensity for risk, and they may have significant overlap of stocks in their portfolio.

We help you plan for your financial future by starting with a strategy. Here, we help you determine and prioritize your needs, goals and objectives.  Then we help you to design a portfolio that meets those goals and objectives. Once a financial strategy is constructed and particular needs are uncovered, we can offer the appropriate financial products and services from a variety of different companies. This objective, open architecture strategy separates us as the trusted advisor.

The Virginia Branch provides top quality client services. We are committed to giving back to our community by involvement in many community-based programs.


To find out how AXA Advisors, LLC Virginia may be able to help you reach your financial goals, send us an e-mail, call us at the number on our home page or register for a no-obligation consultation here on our Web site.

Thanks for visiting our site.

Sincerely,


 

 

Mark Dellosso
Divisional Executive Vice President

 

Newsletters

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.

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.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

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?

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