Faxio Private Wealth

Faxio Private Wealth We provide comprehensive financial planning and wealth management for entrepreneurs and executives. Equal Opportunity Employer – M/F/D/V.

NOTE – All InMail, e-mail and other electronic individual and group communications sent to and received from this SOCIAL MEDIA page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Duly registered and licensed representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIP

C (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuities and insurance through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, LLC). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, and CRPC professional designations, and RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Faxio Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. California Insurance License

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
07/15/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Check out LPL Financial Research's Weekly Commentary on the market: "Keep Calm and Clip Coupons". https://static.fmgsui...
07/13/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Keep Calm and Clip Coupons". https://static.fmgsuite.com/media/documents/bc75dd71-4e09-4f4f-bd37-d1d2d2f327af.pdf

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
07/13/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

07/12/2026
If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
07/10/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/708c9b32-d4a2-4985-b6f5-c5e93c73a4ab....
07/08/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/708c9b32-d4a2-4985-b6f5-c5e93c73a4ab.pdf

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
07/08/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help yo...
07/06/2026

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Happy Independence Day! This Fourth of July, I'm proud to support the goals and ambitions that help make our independenc...
07/04/2026

Happy Independence Day! This Fourth of July, I'm proud to support the goals and ambitions that help make our independence possible — through guidance that’s personalized, thoughtful and built around what matters most.

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Decatur, GA
30326

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