Market Watch

January 28, 2012 @ 05:53 AM

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

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© eSignal. A division of
Interactive Data Corporation. (NYSE:IDC)
All rights reserved.
  • Text Size: A A A
Joseph V. Barbetta, CFP/AXA Advisors, LLC

Joseph V. Barbetta, CFP®,
Retirement Planning Specialist

Welcome and thank you for visiting my website.

My associates and I strive to assist you in realizing your financial planning objectives by obtaining a thorough understanding of you and your family, by utilizing the wealth of resources available through AXA Advisors, LLC to customize and implement appropriate strategies, and by providing ongoing follow-up and service to ensure that your strategies remain current and on schedule.

Our areas of focus include:

Risk Management. We will present insurance strategies and opportunities for family protection, estate preservation and business planning.

Investment Consultation. With an understanding of your goals, your tolerance for risk and your time horizon, we will help you create a long-term investment strategy utilizing one or more of a variety of investment platforms.

Retirement Income Planning. We will utilize our resources to craft an efficient income strategy that takes into consideration your changing needs during retirement, as well as your legacy and estate objectives.

Executive & Corporate Benefits. We will customize a plan to help you maximize the risk management and retirement savings opportunities available to you as a business owner.

I encourage you to browse the many features and resources available on this website.  For more information on how to best utilize this site, please contact me at 203.326.7356.  I look forward to speaking with you soon.

Joseph V. Barbetta, CFP(R) is a Financial Consultant and Retirement Planning Specialist with AXA Advisors, LLC.  Joe joined AXA Advisors in November of 2000.  In March of 2004 he attained the CERTIFIED FINANCIAL PLANNERTM professional designation and in October 2006 was awarded the title of Retirement Planning Specialist by AXA Advisors based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.  He is a member of the Million Dollar Round Table and the National Association of Insurance and Financial Advisors (NAIFA) of Connecticut.  Joe was raised in Rockville, MD and attended the Fairfield College Preparatory School in Fairfield, CT before obtaining a bachelor's degree in public relations from Marquette University in 1993.  When not working with his clients, Joe volunteers as a legislative ambassador with the American Cancer Society's Cancer Action Networksm and as a member of the planning committee for the American Cancer Society's annual Gold Coast Champions Ball in Fairfield County, CT.

Newsletters

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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.

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.

More Newsletters →

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lease Payment

How much would your monthly lease payment be?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →
backforward