Market Watch

February 05, 2012 @ 03:50 PM

Dow Jones Industrials 12,862.23+ 156.82
Nasdaq Composite 2,905.66+ 45.98
S&P 500 1,344.90+ 19.36
S&P Mid-Cap 400 971.25+ 15.51
10 Year Treasury Note 1.95+ 0.12

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AXA Advisors

My name is Matthew Helms and welcome to my website.

I am an AXA Advisors Registered Representative and member of AXA Equitable's Retirement Benefits Group.  My practice focuses on retirement funding and financial strategies for both individuals and families.  I also provide retirement benefits services for several school districts and non-profit organizations across the state of Michigan.

I began my career with the organization on July 1, 1998, and have attended industry training and certification programs on a regular basis in building my business practice.  I have been recognized for my accomplishments as a top producer for the Retirement Benefits Group, of AXA Advisors, LLC, and as a member of the Sterling Group - an elite group of AXA Advisors financial professionals.

 

I am a Registered Representative of AXA Advisors LLC.

Certified by AXA Advisors as a Retirement Benefits Specialist of Tax Sheltered Plans.

As a Retirement Benefits Specialist in the Retirement Benefits Group, I focus my business on retirement planning for educational/nonprofit organizations and businesses.

 FINRA Registrations include: Series 6, Series 63, and Series 65.

A Bachelors degree in Business Administration from Olivet Nazerene University in Kankakee, IL.

Offices located in Livonia, MI and Troy, MI.

My wife, Jeanette, and I, along with our three children, Rose, Caleb and Cohen reside in Oakland, Michigan.

Newsletters

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.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

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.

More Newsletters →

Calculators

College Funding

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Contact Info

Phone: (734) 779-1453

matthew.helms @axa-advisors.com

Local Office | Branch Office


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