Market Watch

September 05, 2010 @ 06:36 PM

Dow Jones Industrials 10,447.93+ 127.83
Nasdaq Composite 2,233.75+ 33.74
S&P 500 1,104.51+ 14.41
Russell 2000 643.36+ 11.10
Wilshire 5000 11,524.85+ 153.00

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Wealth Preservers, LlC

Our Focus Makes Cents

 

Welcome to Wealth Preservers LLC Web site.  Our company believes that good financial decisions don't have to be confusing.  We created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

 

 

 

As financial professionals, we can

  • Help you clarify and define your goals
  • Recommend strategies that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Periodically review your financial progress
  • Seek to make investment planning easier

Feel free to browse our site.  You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.  You can even request a quote for an insurance or investment product. 

If you have any questions, please call us at 888-269-9697 or e-mail us at ralph.short@axa-advisors.com or richard.aldridge@axa-advisors.com.  We will be happy to help.  We look forward to talking with you.

 

 

Newsletters

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

Small Business Offered Rare Health Insurance Incentives

Many of the precious few incentives for employers in the Patient Protection and Affordable Care Act are targeted to small business.

More Newsletters →

Calculators

Car Affordability

How much can you afford to pay for a car?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lease Payment

How much would your monthly lease payment be?

More Calculators →

Contact Info

Phone: 540-672-0046
Toll Free: 888-269-9697

ralph.short @axa-advisors.com
richard.aldridge @axa-advisors.com

Local Office | Branch Office

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