Market Watch

January 27, 2012 @ 08:18 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
10 Year Treasury Note 1.90- 0.03

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AXA Advisors

Helping people work toward financial well-being

Glen Martin has been affiliated with the Seattle branch office since 1993.

He offers investment and risk management planning, together with the products and services associated with this planning -- both to small business owners and to individual clients.  Business strategies include executive benefits as well as succession planning and estate conservation.  Suitable investment products, life insurance, disability insurance, annuities and long term care insurance are recommended where appropriate, and following the consultative process to identify client values, needs and goals.  

Mr. Martin believes informed decisions that come from careful planning are what help his clients implement strategies at appropriate times, empowering clients on the path to current and longer-term financial well-being.

Please click on one of the website links to learn more, to take advantage of the opportunity for a no-obligation, initial consultation, and to help us discover if there are some areas where we may be of benefit to you or to someone you know.  On behalf of our team, thank you for visiting the website and for letting us know how we might best be of service.

Mr. Martin's background and affiliations:

• Investment Advisor Representative with AXA Advisors, LLC
• Past President and current member, Seattle Chapter, Society of Financial Service Professionals
• Member, East King County Estate Planning Council
• CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), American College, Bryn Mawr, PA
• Master of Arts, University of Hawaii
• Bachelor of Arts, California State University, Northridge

Twenty-two year residents of the greater Seattle area, Mr. Martin and his wife live in the eastern suburbs and enjoy reading, music, sports and running.

California Insurance License #CA083365

Newsletters

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.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

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.

More Newsletters →

Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Contact Info