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January 27, 2012 @ 02:16 PM

Nasdaq Composite 2,811.62+ 6.34
S&P 500 1,315.05- 3.38

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AXA Advisors, LLC

Lynda D. Turner, LUTCF

I have been in the insurance and financial services industry since 1986 . My  focus is life Insurance and annuities, offering a broad range of options for business and individual needs.   My area of expertise is assisting clients who have retired  or left their place of employment.

I am a member of  the AXA Women's Leadership Council,  Past President of the local and State Chapters of the  National Association of Insurance and Financial Advisors (NAIFA) , and a member of the MIllion Dollar Round Table (MDRT).

In my local community I am a member of Business Women of Valencia County.

 

Newsletters

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

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.

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