Market Watch

May 25, 2012 @ 11:23 AM

Nasdaq Composite 2,840.62+ 1.24
S&P 500 1,323.26+ 2.58
S&P Mid-Cap 400 937.07+ 0.99
NYSE Composite 7,564.68+ 12.32
10 Year Treasury Note 1.75- 0.01

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Benet Financial Services

J. Peter Benet, CFP®, CLU

J. Peter Benet, CFP®, CLU has been helping clients with their financial matters for over 25 years.

He is a registered representative with AXA Advisors, LLC, and an insurance agent with AXA Network, LLC, and is licensed with over 20 different insurance companies.

J. Peter Benet is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Chartered Life Underwriter (CLU), and a Chartered Financial Counselor (ChFC). He is a Life and Qualifying Member of the Million Dollar Round Table.

Benet Financial Services has offices in New York City and in the Texas Metroplex (Dallas/Denton/Ft. Worth)


CFP™, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Newsletters

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

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.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

More Newsletters →

Calculators

College Funding

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

IRA Eligibility

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

Cost of Retirement

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Contact Info

Phone: 212 408-9099

JPBenet @BenetFinancial.com

Local Office | Branch Office