Market Watch

September 08, 2010 @ 06:26 AM

Dow Jones Industrials 10,340.69- 107.24
Nasdaq Composite 2,208.89- 24.86
S&P 500 1,091.84- 12.67
Russell 2000 629.29- 14.07
NYSE Composite 6,959.94- 95.09
10 Year Treasury Note 2.62+ 0.05

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AXA Advisors

Financial Services

Welcome - Thank you for visiting my web site.

I provide my clients with a local and personal financial services relationship that is supported by AXA Advisors, LLC, a nationwide financial services organization.

AS A BUSINESS OWNER ARE YOU and YOUR FAMILY ADEQUATELY COVERED?

Try our NEW!  Business Owners Resources

I have been providing financial services and products to clients for over 30 years with organizations such as Price Waterhouse & Co., UMWA Health & Retirement Funds and AXA Advisors, LLC.

Financial services offered include retirement funding, business continuity, estate planning, and educational funding. Financial products offered include mutual funds, unit investment trusts, brokerage accounts, fixed and variable annuities, stocks, bonds, money market funds, CD's, term, universal, variable universal and whole life insurance, health, disability, and long term care insurance, Roth, Traditional and Rollover IRA's, Coverdell Education Savings Accounts, 529 College Savings Plans 401(k)'s and 403(b)'s.

I am a native of Johnstown and have lived in Western Pennsylvania all of my life. I hold the designation of CPA, earned my BA in Economics from the University of Pittsburgh at Johnstown and my MBA from the University of Pittsburgh. I am a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, the National Association of Insurance and Financial Advisors, the Greater Johnstown / Cambria County Chamber of Commerce and the East Hills Business Association.

I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

Please view the various calculators, newsletters, articles, e-seminars and the glossary available on my web site. Afterwards, give me a call. Try the our Featured Calculator below by simply clicking on the link.


I look forward to working with you in the future - helping to build your future, your way.

Featured Calculator:   Saving Accumulator
Special Calculator:     Roth IRA Conversion
Special Calculator:     Roth IRA Conversion
Featured Articles:       Investing In Mutual Funds
 

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Health Insurance, Disability Income Insurance, and Long Term Care Insurance provided by non-affiliated third party issuers.

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.

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

Newsletters

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

HOT TOPIC: What You Don't Know About Life Insurance

The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

HOT TOPIC: New Year, Higher Taxes?

After the Waterford Crystal ball descends in Times Square on New Year’s Eve, most people will see their taxes ascending for 2011 — at least that’s the current situation. Find out how high they could go.

More Newsletters →

Calculators

Cost of Retirement

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Contact Info

Phone: 814-266-8641

donald.cowie @axa-advisors.com

Local Office | Branch Office

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