Investment Overview

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Click through these steps for knowledge and support on investment strategies

Follow these links for investment strategies you can use during each stage of life

What to Consider: 

  • Investing by hunch or hearsay is actually gambling. A diversified, well-researched portfolio is true investing.


  • A financial professional can help you decide:
    • What balance of risk and reward you are comfortable with, and
    • An asset allocation strategy to guide your investing

Use these tools and calculators to help keep you on track toward your investing goals

What to Consider: 

  • Investing by hunch or hearsay is actually gambling. A diversified, well-researched portfolio is true investing.


  • A financial professional can help you decide:
    • What balance of risk and reward you are comfortable with, and
    • An asset allocation strategy to guide your investing
  • Asset Allocator
    Find out what your risk tolerance is and the best asset allocation for your portfolio.
  • Map of the Market
    See a graphical representation of what is happening in the market today.

  • Sector Tracker
    Track 120 industry groups in 10 broad market sectors using Dow Jones indices.

Take a look at the products & services we offer to help prepare for retirement.

Product Type

Features

Brokerage Accounts

 

 

  • Available through AXA Advisors, LLC’s partnership with LPL Financial.
  • Clients have access to a broad array of brokerage and advisory accounts, such as the Strategic Asset Management (SAM) program, Manager Select, Personal Wealth Portfolios and Optimum Market Portfolios.

Mutual Funds

  • Diversification and value
  • Access to a broad range of mutual funds with diverse investment objectives and philosophies
  • You may choose from thousands of funds from more than 75 mutual fund families.

IRAs

  • Investment earnings grow tax-deferred until withdrawn
  • Contributions potentially deductible
  • Annual contribution: up to $4,000

Talk to Your Financial Professional

Professional Guidance Counts

Your financial professional can be an invaluable in helping you:
  • Complete a financial needs analysis
  • Evaluate the financial strategies available to you, and
  • Select appropriate financial products designed to help you reach your goals

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Why Choose AXA Equitable

- A premier financial institution since 1859
- Top-tier credit ratings
- Global strength

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Need to invest for retirement?

Check out our retirement products and services 


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