Market Watch

May 23, 2012 @ 08:21 PM

Dow Jones Industrials 12,496.15- 6.66
Nasdaq Composite 2,850.12+ 11.04
S&P 500 1,318.86+ 2.23

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Axa Advisors

THOMAS M. PLOSKONKA, CPA

Thomas Ploskonka has been in accounting since 1971.  A graduate of Seton Hall University, he established Thomas M. Ploskonka & Co., P.A. in 1978.

Tom is well known in the area as an accounting and small business educator and lecturer.  He is on the faculty of the Woodbridge Adult Education School, the Metuchen Adult Education Program and, previously, the Edison Adult School.  A sought offer guest speaker, he has addressed a wide range of business topics at numerous association meetings throughout New Jersey.

He has been a Trusted Advisors for a number of years and has made it an integral part of his practice.

AXA Advisors, LLC does not provide tax and/or legal advice.

Newsletters

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.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

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