by saratyler | Nov 29, 2018 | Uncategorized
In our 2018 reviews, Brian and I discussed the potential impact of the November elections on the markets, and more importantly on your plan. Now that these elections are in the history books, we would like to revisit those observations and refocus on what it means to...
by saratyler | Mar 2, 2015 | Uncategorized
60.5% of Non-Help Participants (401 (k) Participants who manage their own accounts) had inappropriate risk levels. Of those, approximately two-thirds were taking on too much risk, and about one-third were taking on too little risk, jeopardizing these participants’...
by saratyler | Jan 15, 2015 | Uncategorized
“History does not repeat itself, but it does rhyme.” Mark Twain In 1981 Oil prices hovered near $40 per barrel. US domestic exploration was booming. OPEC flooded the market and dropped the price of oil to $11 per barrel. The cost of production in the US was $17. Today...
by saratyler | Jan 5, 2015 | Uncategorized
Lisa Cancellieri, our outstanding director of operations, celebrated 15 years with Axiom Advisors, last month. If you know Lisa, you know her dedication to outstanding service and client satisfaction. Thank you Lisa for all you do! 12th Anniversary for Senior Advisor...
by saratyler | Dec 28, 2014 | Uncategorized
From a 2014 State Street Global Advisors and Wharton School of Business survey and study of the responses from 776 investors regarding their investment practices. If you manage all or a portion of your assets yourself, you may be compromising your short and...
by saratyler | Nov 18, 2014 | Blog, Featured, Uncategorized
It is important to check your prescription coverage every year, especially if you have a medication change. Some plans have better rates based on drug formularies and tiers. This is one of the best Government sites! Go to: www.Medicare.gov,...
