Market Watch

January 27, 2012 @ 05:39 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
NYSE Composite 7,876.61- 7.29
10 Year Treasury Note 1.90- 0.03
Wilshire 5000 13,819.49+ 3.22

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AXA Advisors, LLC

CERTIFIED FINANCIAL PLANNER™

As a financial professional with AXA Advisors, LLC, and an active member in the Eastern Iowa community, John is dedicated to helping individuals and businesses build their financial futures.

 

After graduating from St. Ambrose College in May of 1982 with a bachelor’s degree in Business Administration, John immediately began working with this firm in June of the same year.

 

To stay on top of his field and develop professional skills during his career, John has regularly attended industry training and certification programs.  This includes completing the curriculum and passing the exams for the:

 

  • CERTIFIED FINANCIAL PLANNERÔ professional or CFPâ
  • Chartered Life Underwriter (CLU) professional designation of the American College, Bryn Mawr, PA
     
  • Chartered Financial Consultant (ChFC) professional designation of the American College, Bryn Mawr, PA
     
  • FINRA Securities Registration: Series 6, Series 63, Series 65, and Series 7.

 

John has received numerous company and industry awards including President’s Cabinet (1987), Production Growth Award – Bronze (1994), National Leader Corps (8x), and most notably the Hallmark I Award (2006). In addition, John has been designated a Qualified Plan Specialist by AXA Advisors, LLC. 

 

John is currently responsible for servicing several hundred clients throughout the Midwest. He is actively involved in his local community as a member of his church, Rotary International, the Cedar Rapids Estate Planning Council, and the Boy Scouts of America.  John lives in Delhi, Iowa, with his wife Catherine. They have three children.

 

To contact John, please either call the number above, send an e-mail, or contact his partner Mark VanderZyl at www.markvanderzyl.com  Thank you.

 

John T. Mack, CFPâ, ChFC, CLU

CERTIFIED FINANCIAL PLANNERä professional

 

 

 

 

CFP®, CERTIFIED FINANCIAL PLANNER™, AND CFP(flame logo) ARE CERTIFICATION MARKS OWNED BY CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC AND ARE AWARDED TO INDIVIDUALS WHO SUCCESFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS

Newsletters

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

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.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

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Contact Info

Phone: (319) 365-6983

john.mack @axa-advisors.com

Local Office | Branch Office


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