Market Watch

September 09, 2010 @ 05:33 AM

Dow Jones Industrials 10,387.01+ 46.32
Nasdaq Composite 2,228.87+ 19.98
S&P 500 1,098.87+ 7.03

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W. Phil Ratcliff - AXA Equitable

W. Phil Ratcliff

As a financial consultant, I approach financial planning on a personal level.  I regard my clients as family.  I understand that most of the decisions we make will have lasting impacts on our financial future, and I strive to ensure those decisions will have positive impacts.

I have a unique and in depth relationship with my clients.  Read more.  I have found that this connection is invaluable in my practice and in helping my clients to improve their financial condition.

Your financial well-being means more to me than a quarterly statement and the array of products that I can offer you.  I work with my clients on a one-on-one basis to help them actively achieve their financial goals.

I specialize in working with the University markets and with Small Business Owners.  I currently am available at:

  • The Ohio State University
  • Ohio University
  • University of Cincinnati

on a weekly basis.  If you have questions or concerns about your benefits or opportunities through the University please contact me today so that we may find a convenient time to discuss these issues.

I can help you with:

Please call me today to discuss your financial opportunities, and we'll develop a plan to help you achieve them!

I would like to schedule an appointment.

I am a client and I would like to schedule a review.

Newsletters

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

The Growing Popularity of Preferred Stocks

Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

More Newsletters →

Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Acceleration

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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