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

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

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