Market Watch

February 06, 2012 @ 09:46 AM

Nasdaq Composite 2,894.85- 10.81
S&P 500 1,340.96- 3.94

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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

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

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.

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.

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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