Market Watch

May 23, 2012 @ 08:43 AM

Dow Jones Industrials 12,502.81- 1.67
Nasdaq Composite 2,839.08- 8.13
S&P 500 1,316.63+ 0.64
S&P Mid-Cap 400 927.48+ 1.85
NYSE Composite 7,542.58- 0.40
10 Year Treasury Note 1.79+ 0.06
Wilshire 5000 13,754.31- 0.28

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MWG Insurance & Financial Services leads business owners, individuals, and families to top tier coordinated financial planning strategies guided by prudent investment philosophy and a caring relationship.

Our passion is sharing with you a wealth of knowledge and information while giving options and choices, the pros and cons of those choices and then allowing our client to decide what is best to implement for their own business or family.

MWG Insurance & Financial Services has many years of experience focusing on the following areas for both Businesses and Individuals:

  • Business Planning, Succession Strategies, and Benefits Plans
  • Retirement Strategies
  • Asset Accumulation, Distribution and Transfer
  • Estate Conservation Strategies
  • Risk Management strategies utilizing Life, Health, Disability Income, and Long Term Care

Our clients tell us they appreciate our ability to explain the complexities of the financial world in a way that is meaningful and easy to understand. Our mission is to help you overcome uncertainty, take control of your finances and move confidently toward your goals. By seeking to change the way people feel and think about money and insurance, we are able to help our clients utilize innovation to efficiently accumulate, distribute, transfer and protect their assets.

In addition, MWG Insurance & Financial Services will work with CPAs, attorneys, business appraisers, and real estate professionals, allowing MWG Insurance & Financial Services to provide our clients with a coordinated approach, assisting them with all their financial needs.

 

AXA Advisors and its representatives do not offer tax or legal advice. Please consult with your tax and/or legal advisors for your particular circumstance.

 

Newsletters

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

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.

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.

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Net Worth

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

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