Axis Wealth Planning, LLC

09/02/2022

We wish you an enjoyable Labor Day weekend as the sun sets on another summer. We will be closed on Monday, September 5th, and will reopen on Tuesday, the 6th.

08/31/2022

Our latest blog contains important information about our broker-dealer and our market commentary.

So, why the recent optimism in the stock market? I think that there is a sense that inflation will be coming down sooner, rather than later. That would allow the Federal Reserve to ease off on their interest rate increases. I believe that this thinking is wrong.

06/09/2022

Our latest video is a discussion about what mutual funds and ETF's are.

In this video I explain what a mutual fund is, the benefits and some things to be sure to pay attention to. I also discuss Electronically Traded Funds, or ET...

05/27/2022

We have added a YouTube channel! The first video is a brief discussion about the volatility in the stock markets. Please take a moment and check it out. If you like it and would like to see more videos like it, please consider subscribing. It doesn't cost anything.

With the stock markets large price swings, what should we do? You may be surprised with what I suggest. 242 Broad St. Sumter, SC 29150803-774-2947jonathan@ax...

03/02/2022

Friday Thoughts

We shouldn’t make rash, quick decisions in the midst of a chaotic and unpredictable situation, mainly because we tend to over react in these times.

11/26/2021

We'd like to wish everyone a Happy Thanksgiving. The office will be closed on Friday, November 26th, as we celebrate the holiday with our family.

11/26/2021

My weekly blog post.

As I’ve watched the news about COVID vaccines, and their acceptance in society (or lack there of), I can’t help but compare it to how readily the population accepted the Polio vaccine in the 1950’s. At first, I attributed much of the vaccine hesitancy on the speed with which the vaccines were ...

11/26/2021

Our Thanksgiving Thoughts. There is much to be thankful for.

I wanted to encourage you to slow down and take a pause this week and truly reflect on what you have to be thankful for. I think that we have a tendency to rush through Thanksgiving on our way into Christmas. And after all we’ve been through with this pandemic, who can blame us?

11/10/2021

The office will be closed on Thursday, November 11th, in honor of Veterans Day. We will be at the parade downtown at 10 and the Military Museum afterwards. Thank you to all who have worn the uniform. We owe you a debt that cannot be repaid. We'll be back in the office on Friday at 8:30.

10/26/2021

Our Friday Thoughts Blog from last Friday - Inflation and the supply chain

There are a number of challenges going into the fourth quarter, which is part of why I think markets got spooked heading into the spooky season of Halloween.

10/11/2021

This our latest Friday Thoughts blog post from last week.

There are a number of challenges going into the fourth quarter, which is part of why I think markets got spooked heading into the spooky season of Halloween.

05/20/2021

Our latest blog post about inflation fears.

It’s not just the impact of rising costs of lumber and fuel that are making the markets nervous. When prices are rising, investors require higher interest on their loans. As interest rates go up, the cost of borrowing goes up, causing pressure on businesses and their ability to maintain profit mar...