Market Watch

February 11, 2012 @ 12:25 AM

Dow Jones Industrials 12,801.23- 89.23
Nasdaq Composite 2,903.88- 23.35
S&P 500 1,342.64- 9.31
S&P Mid-Cap 400 964.49- 10.72
NYSE Composite 7,992.05- 89.20
10 Year Treasury Note 1.97- 0.08
OSX Oil Service Sector Index 247.95- 1.68

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AXA Advisors, LLC

Mark VanderZyl, Financial Consultant

Welcome!  My website is designed to provide you with tools to help manage your personal finances and investments.  You’ll find newsletter articles about current issues in the financial industry; financial calculators to help you estimate your future values or determine your needs, and much more.  Check back often for new content and stay up to date on the current news and concepts behind insurance, investing, estate planning, and wealth preservations. If there are topics you do not see addressed, feel free to contact me with questions.

Working with a skilled professional who is committed to helping you realize your financial goals is a valuable resource. I look forward to being available to answer your questions and guide you through the entire process from defining goals, to evaluating options, and finally to executing your individualized financial strategy.

I graduated from the University of Iowa in 2004 with a Bachelor of Business Administration from the Henry B. Tippie College of Business and immediately began my career with AXA.  I was fortunate to have the opportunity to spend the next 18 months learning from a 25-year veteran of the industry in a mentorship program.  I then transitioned to a Financial Consultant, helping individuals and small businesses achieve their financial goals. 

As an AXA Advisors financial professional I strive to deliver sound financial, investment and insurance strategies designed to help you take control of your future. This is done through a variety of methods including:

  • Developing a financial plan
  • Preparing a detailed assets allocation analysis
  • Implementing a needs-based insurance strategy
  • Creating a customized executive benefits program for businesses

To learn more about the valuable work we can do for you, send me an e-mail, call (319) 365-6983, or contact my partner John T. Mack (www.johntmack.com). Thank you.

Newsletters

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

More Newsletters →

Calculators

College Funding

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

More Calculators →

Contact Info