Market Watch

February 08, 2012 @ 09:40 PM

Dow Jones Industrials 12,883.95+ 5.75
Nasdaq Composite 2,915.86+ 11.78
S&P 500 1,349.96+ 2.91
NYSE Composite 8,082.98+ 13.27
10 Year Treasury Note 1.98+ 0.01
Wilshire 5000 14,210.31+ 29.05

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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

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

More Newsletters →

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?

More Calculators →

Contact Info

Phone: (319) 365-6983

john.mack @axa-advisors.com

Local Office | Branch Office


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