Market Watch

February 22, 2012 @ 10:44 PM

Dow Jones Industrials 12,938.67- 27.02
Nasdaq Composite 2,933.17- 15.40
S&P 500 1,357.66- 4.55

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AXA Advisors

R. Jeffrey Jerome, Financial Consultant

My name is R. Jeffrey Jerome, and welcome to my website.

I have been a successful Financial Consultant since joining AXA Advisors in February, 1996.  My business focuses on retirement planning, and I am dedicated to helping individuals and their families build their financial futures.  My goal is to make your transition between your working life and your retirement as comfortable and worry-free as possible.  I take pride in building relationships with my clients, not only on a professional level, but also a personal level.  I guide my clients to do what is appropirate for them in order to attain any and all financial goals. 

I am currently a member of the Buffalo Association of Insurance and Financial Advisors (BAIFA), the Paramount Planning Group of AXA Advisors, and the industry's Million Dollar Round Table, this year also joining the Million Dollar Round Table's Court of the Table.

 

Newsletters

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

More Newsletters →

Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Contact Info

Phone: (716) 626-2509

richard.jerome @axa-advisors.com

Local Office | Branch Office