Market Watch

February 04, 2012 @ 03:09 AM

Dow Jones Industrials 12,862.23+ 156.82
Nasdaq Composite 2,905.66+ 45.98
S&P 500 1,344.90+ 19.36

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Michael Berz
New York, NY


Your Life...   Your Way.   Plan It.  Live It.

I can help make it happen…

Michael G. Berz is a Financial Consultant with AXA Advisors, LLC located in the Midtown, Manhattan Office.  Michael works closely with his clients to implement and monitor suitable financial planning strategies for the accumulation, preservation, and perpetuation of wealth.  He helps many wealthy families and businesses manage the various aspects of their financial lives.  Over the years he has built a competent team with a range of skills who are committed to building long-term relationships based upon trust and confidentiality. 

Michael’s core competencies lie in the following areas:

  • Retirement Planning (IRA's, 401(k) Rollovers, & other Retirement Instruments)
  • Asset Management
  • Estate Planning Strategies
  • Risk Management (Life, Disability, Health & Long-term Care Insurance)
  • Group Benefits (Health, Disability, Life, & Retirement)
  • College Funding (529 Plans, UGMA's, UTMA's, etc.)

He holds a Bachelor of Science in Financial Economics from Binghamton University.  He Maintains the Series 7, 63, and 65 FINRA securities registrations, as well as Life & Health Insurance Licenses. 

Newsletters

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.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

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.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

More Newsletters →

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Impact of Inflation

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