Blue Water Advisors LLC

Planning Safe Passage for Family Wealth

Max Haspel and the Blue Water Advisors team are committed to the wealth accumulation, preservation and transfer needs of corporate executives, business owners, Wall Street-and other professionals, as well as the financially independent. Associates of Blue Water Advisors combine boutique client service, objectivity and independence. 

As investment advisor representatives of AXA Advisors, LLC, a registered investment advisor, they provide a research-based investment advisory process in a unique offering. 

Their planning approach begins with helping clients define their highest life values and financial goals. Once values and goals are clearly articulated, they help to build, along with the input of the client and client's other advisors, a comprehensive, written financial and estate strategy. Finally, the strategy can be implemented, monitored, fine-tuned and reviewed on a periodic basis.

Associates of Blue Water Advisors LLC bring an unbiased, objective planning and investment approach to the high-net worth individual. 

               

Calculators

Tax-Deferred Savings

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

Impact of Inflation

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

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.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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