Market Watch

May 27, 2012 @ 03:58 PM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86

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  Weeks Financial Group is a comprehensive financial services firm focused on providing customized, professional and creative strategies to help you achieve your financial dreams. 

These strategies are centered around your specific goals, values and priorities because your unique vision calls for a unique approach. 

Whether you're preparing for retirement, raising a family or running a business, you'll receive the attention you need to create and implement a meaningful plan of action and the support you need to stay on track.  

Set up your consultation today.  We look forward to serving you.

 

 

Please click here to meet the Weeks Financial Group team.

*Weeks Financial Group and AXA Advisors do not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances  

Newsletters

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

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