Market Watch

January 28, 2012 @ 07:31 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
S&P Mid-Cap 400 942.11+ 4.59
10 Year Treasury Note 1.90- 0.03
Wilshire 5000 13,819.49+ 3.22

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Burak N. Alpaslan, CFP®

Burak N. Alpaslan, CFP®
Retirement Planning Specialist
CERTIFIED FINANCIAL PLANNER™

Burak was educated at the internationally accredited Middle East Technical University (ODTU) and Hacettepe University in Ankara, Turkey.  While he utilizes his civil engineering background to solve problems, he uses his extensive knowledge in economics and finance to manage his client's expectations.    He worked as a civil engineer and project manager for 3 years prior to changing careers in 1995.

 

He joined the financial services industry at Global Corporate and Investment Bank of Citigroup in Zurich, Switzerland in 1995 where he worked as the Assistant Country Financial Controller.  He was sponsored by Citigroup to join their team in New York in 1996.  He held several positions as an officer with Citigroup prior to joining AXA Advisors as a Financial Consultant in 2004.

 

Burak is currently a CERTIFIED FINANCIAL PLANNER™, Qualified Plan Specialist and Financial Consultant with AXA Advisors.  He holds Series 7, Series 63 and Series 65 licenses with FINRA, in addition to the Life, Health and Variable Life Insurance licenses with State Insurance Commissions.

 

He is the founder and a managing partner of Vital Planning Group (www.vitalplanning.com) a group of like minded AXA Advisors who teamed up to deliver excellence in client satisfaction.

 

Burak has identified employer sponsored retirement plans as his focus early on in his career and spends majority of his time consulting small to mid size companies in helping them attracting, hiring and retaining qualified people by structuring retirement and group benefit plans in an optimized manner.  He also advises individuals towards a successful and rewarding retirement.
 

He has received the prestigious Centurion award multiple times and also has qualified as a member of National Leaders Corps for AXA Advisors and the financial services industry’s prestigious Million Dollar Round Table multiple times.  He has received a certificate in Retirement Planning from the Wharton School, University of Pennsylvania and has been awarded by AXA Advisors the title of Retirement Planning Specialist.

 

He serves on the Board of Directors for Turkish American Chamber of Commerce and Industry (TACCI), also is a Member of Turkish American Business Forum, The American Turkish Society and a member of Rotary International.  He lives with his loving wife and three adorable children in Mercer County, NJ.

 

Newsletters

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

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.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

More Newsletters →

Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

College Funding

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

More Calculators →

Contact Info

Phone: 732-326-5359

burak.alpaslan @axa-advisors.com

Local Office | Branch Office


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