Market Watch

January 28, 2012 @ 09:07 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
10 Year Treasury Note 1.90- 0.03

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AXA Advisors, LLC

Joe Lamoglia
Falls Church, VA

Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.  But financial strategies are about something much more important than money -- it's about you, your family, and your goals. With so many complex financial products at our disposal, it's important to make decisions based on your unique situation and your values. Together we can plan strategy that is right for you and your family.

Before coming to this profession, I spent more than 15 years in not-for-profits working with individuals who were interested in leaving the world better than they found it. I bring that same approach to helping indviduals, families and business owners make financial decisions that help accumulate and protect the wealth they have worked so hard to acquire -- and to preserve and pass on that wealth for the people and causes that they care about.

I offer a broad range of financial products and services including:    

  • Retirement Planning (Traditional, Rollover and Roth IRAs, 401k and 403B)
  • Investments (Stocks, Bonds, Mutual Funds and Annuities)
  • Risk Management (Life, Disability, Health and Long Term Care Insurance -- for groups and individuals)
  • College Funding (529 Plans)
  • Estate Planning Strategies

I started my practice with AXA Advisors in 2005 and I have the FINRA Registrations Series 7 and Series 66, as well as Life and Health Insurance licenses. Raised in Loudon County, I have lived in Reston with my wife, Jan, and my daughter, Lauren , since 1990. I graduated from Old Dominion University, in Norfolk, Virginia, in 1989.

If I can help you make informed financial decisions, please call me at (703) 819-0355.

 

 

Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

More Newsletters →

Calculators

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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Contact Info