Market Watch

January 28, 2012 @ 07:27 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
S&P Mid-Cap 400 942.11+ 4.59
10 Year Treasury Note 1.90- 0.03
Wilshire 5000 13,819.49+ 3.22

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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

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

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