Market Watch

February 09, 2012 @ 10:03 PM

Dow Jones Industrials 12,890.46+ 6.51
Nasdaq Composite 2,927.23+ 11.37
S&P 500 1,351.95+ 1.99
S&P Mid-Cap 400 975.21+ 2.00
10 Year Treasury Note 2.05+ 0.07
Wilshire 5000 14,228.05+ 17.74

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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

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.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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.

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.

More Newsletters →

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IRA Eligibility

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