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I am a native of Salters, South Carolina, and graduated from Benedict College, Columbia, South Carolina in 1975 with a B. S. in Business Administration. I am married, and have one daughter. With over29 years of experience with AXA Advisors and its predecessor firms, I am committed to helping my clients achieve their financial goals for themselves, their families and their businesses by providing them with strategies for asset accumulation, preservation and transfer. Our goal is to continue to merit the trust of our existing clients and to provide quality service for new clients.
Understanding the Potential Benefits of Mutual Funds
Mutual funds offer the opportunity to invest in a wide range of asset classes, industries, and securities. In fact, some mutual funds invest in hundreds of securities, providing a level of diversification that individual investors might find difficult and expensive to duplicate on their own.
The Board of Directors: A Key to Company Success
Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.
When Investing Pays Dividends
Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.
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.
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How much will it cost to pay off a loan over its lifetime?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Determine whether you should consider refinancing your mortgage.
This calculator can help you determine how soon you can pay off your mortgage.
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AXA Equitable Account & Policy
Phone: 205-951-0092
joseph.moore @axa-advisors.com
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