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May 22, 2012 @ 09:19 AM

Nasdaq Composite 2,847.21+ 68.42
S&P 500 1,315.99+ 20.77

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AXA Advisors

Financial Consultant / Retirement Planning Specialist

After leaving the Navy in 1973, Jim completed his degree in Finance with minors in Accounting and Real Estate Finance. Having grown up in the Bay Area, Jim returned and has been providing financial consulting and investment services for individuals and small businesses since 1977. Jim continues to expand his knowledge of the industry and applicable theory to enhance his ability to serve his clients and has received the designation of ChFC (Chartered Financial Consultant) from the American College and a Certificate in Retirement Planning from The Wharton School at the University of Pennsylvania. Clients appreciate the time he takes to understand their needs and concerns, and how he incorporates that into helping them design a practical and effective financial strategy. Then, if it is suitable, as an investment advisory representative of AXA Advisors, LLC, and an agent of AXA Network Insurance Agency of California, LLC, he will recommend the appropriate products and services to help them execute their financial strategy. Jim is very active in and provides service to his community through membership in Rotary and other charitable organizations. California License #0533648

Newsletters

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

More Newsletters →

Calculators

Loan Payoff

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Contact Info

Phone: (650) 967-7914

james.white @axa-advisors.com

Local Office | Branch Office


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