Axiom Wealth Management

11/14/2022

Please reach out if you have questions about RMDs.

If you’re getting close to age 72, it’s time to start planning for required minimum distributions, or RMDs. Here are five things to know about RMDs that’ll help you avoid some common mistakes.

11/10/2022

Join us for the 2022 Forbes Wealth Summit on December 6 at 11am ET presented by Northwestern Mutual in partnership with Forbes. At this complimentary, exclusive event, you’ll hear chief investment officers, policymakers, and others, discuss cutting-edge investment ideas.
https://www.forbes.com/connect/event/2022forbeswealthsummit?promo=NWM2&tr=true

05/26/2022

Today, I honor the brave service members who made the ultimate sacrifice protecting our country.

05/16/2022

Fed rate hikes are often seen as the beginning of the end for economic growth. But our experts look to history to separate fact from fiction.

The Federal Reserve has raised rates again. Here’s a look at what has happened during past rate hikes.

05/12/2022

Can’t stop thinking about relocating? Answer the call to turn your workspace into a paradise. I can make a financial plan to help get you where you want to be. Message me to get started.

05/10/2022

Four fundamentals point to a brighter picture for the market, says Chief Investment Offer Brent Schutte in this week’s Market Commentary.

The market may be roiling, but the state of four key factors in the current environment suggests things are not as bad as they may seem.

05/06/2022

Fed rate hikes are often seen as the beginning of the end for economic growth. But our experts look to history to separate fact from fiction: bit.ly/3w5OWGx

05/04/2022

When your financial plan starts with the plans you have for your life, your goals get a lot closer.

That’s the difference a personalized financial plan can make, because we design it to fit your life today, and the life you want later on.

Want to see what we can help you do?

05/03/2022

Feeling optimistic about your finances is great. Making a financial plan to help reach your goals is even better. Reach out to me about paying off student loans, buying a house, and whatever else you want to improve in 2022.

*Source: Bankrate, 2022

05/02/2022

Don’t let the current sentiment get you down, says Chief Investment Strategist Brent Schutte in this week’s Market Commentary.

The adage that it’s darkest before the dawn may well apply to market sentiment — which in the past has proven to be a reliable contrarian indicator of future market performance.

04/26/2022

The market’s current turmoil masks the economy’s underlying strength, says Chief Investment Officer Brent Schutte in this week’s Market Commentary.

As the market uneasily adjusts to higher inflation, looming Fed rate hikes and geopolitical tensions, the economy continues to barrel along — somewhat more slowly, but not at a pace signaling recession.

04/21/2022

Want a personalized approach on what to do with your tax return? I can help you figure out the best way to save and grow your money based on your goals and timeline. Message me to get started.