Market Watch

May 25, 2012 @ 08:22 PM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
S&P Mid-Cap 400 934.56- 1.52
10 Year Treasury Note 1.75- 0.01
Wilshire 5000 13,783.51- 23.74

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Axa Advisors

 


 

 

 

 

 


 

ROCKBRIDGE FINANCIAL GROUP

12377 Merit Dr. Suite 1500, Dallas,TX ,  75251

 

 Mark Jenison, CFP®   972-455-9062 

Jonathan Cott, CFP®   972-455-9037


 

Rockbridge Financial Group provides financial services and wealth protection strategies to pre and post retirees, business owners and fortune 1000 business executives throughout the Dallas/Fort Worth Metroplex.

 

We are positioned as the "go to" firm for financial services. Through top quality planning, excellent personnel and strategic business relationships our clients can expect superior service. We strive to provide financial strategies, beyond expectations, that will always serve in your best interest.

 

We will uphold the highest of ethics and integrity and it is our desire to exceed your expectations of service and provide you with only the best financial services. We sincerely care about you, your family, and your dreams.

 

We are determined to finish what we start and deliver what we say. This is our promise to you!

 


 

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards,Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Newsletters

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

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.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

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Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Insurance (AXA version)

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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