Market Watch

January 27, 2012 @ 02:13 PM

Nasdaq Composite 2,811.16+ 5.88
S&P 500 1,315.15- 3.28
S&P Mid-Cap 400 941.72+ 4.20
10 Year Treasury Note 1.90- 0.04
OSX Oil Service Sector Index 239.66+ 3.00

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Axa Advisors

Helping You Secure Your Personal and Business Future

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

1. As a financial professional, Carter’s aim is to empower you to make informed decisions and take effective action toward meeting your specific Business and Personal goals.

2. What’s distinctive about his approach is a focus on objective advice.

3. Carter can offer you a broad range of options for your individual and business needs through investment services, risk management, and financial planning strategies.

 AXA Advisors is part of the worldwide financial services leader, the global AXA Group.
 
Carter attended Boise State University and then graduated from the American College where he holds the Chartered Life Underwriter Designation (CLU®) , Chartered Financial Consultant designation (ChFC®) and the Life Underwriter Training Council Fellow designation, (LUTCF).

Carter was on the United States Junior Olympic Ski Team for two years and  the United States NCAA College Olympic Ski Team for three years.
He spent 10 years as a Professional Skier and Coach. Heading up Winter Park , Colorado , A Basin Colorado and Broadmoor Colorado. Carter was Head Coach at Spokane Washington with two mountains ,Mt Spokane and Silverhorn Ski Area.
 
He was a guest coach for the United States Ski Divisions in the West and spent several summers as guest coach at the summer racing programs in Mt Hood Meadows, Oregon..

Carter is currently the President of the Austin Chapter of the Society of Financial Service Professionals (SFSP).  

An adjunct teacher with the University of Texas in the Professional Development  Department.
A life member of the National Eagle Scout Association.  
 
He served in the Sergeant Major position as Director of the United States Army Reserve Schools in Texas with 25 years of distinghuised service in the US Army.

A qualifying member of the MDRT ( Million Dollar Round Table)

Carter has 3 daughters Stacy,Amy, and Tiffany.

Carter G. Rowles ChFC, CLU, LUTCF

Chartered Financial Consultant
 
CA Insurance Lic. #OE16048
 

9606 North MoPac Suite 950 Austin, Texas 78759 Tel: 512-794-2327     Fax: 512-795-8930 800-437-6669 #2327 carter.rowles@axa-advisors.com

Securites and investment advisory services offered throuogh AXA Advisors, LLC (NY, NY 212-314-4600), member NASD, SIPC, Annuity and insurance products offered thrugh AXA Network, LLC and its Subsidiaries. *Designations are from the American College in Bryn Mawr, Pennsylvania.

Newsletters

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

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.

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.

More Newsletters →

Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Lease Interest

What's the interest rate on the lease you're considering?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Contact Info

Phone: 512-794-2327

carter.rowles @axa-advisors.com

Local Office | Branch Office


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