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Wealth Management

WEALTH MANAGEMENT

10 FAFSA Mistakes That Affect Financial Aid

Posted by The Axial Company

Avoid frustration with the FAFSA by being prepared.

Fastweb Staff, September 21, 2018

 

A mistake on your FAFSA can delay the processing of your application for financial aid! About 30% of all FAFSAs are selected for verification, a process intended to identify and correct common errors. Some colleges voluntarily required 100% of FAFSAs to undergo verification. If your FAFSA is verified and contains errors, it can cost you.

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Weekly Market Update, September 3, 2019

 General Market News

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Lifestyle Creep: The Financial Trap That Hurts Your Pockets

Posted by The Axial Company

 

By Todd Kunsman, August 12, 2019

Whether you realize it or not, at some point in your life you might be guilty of a concept called lifestyle creep. It’s an entirely common financial trap that can sneak up without you even noticing.

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The Target Date Fund: A One-Stop Shopping 401(k) Investment

Posted by The Axial Company

By Michael Geraci, MSF, CRPC, AIF, CIMA , Aug 22, 2019

Evaluating your 401(k) plan can be a brutal and daunting process. It may leave you with many
questions about the investments available to you and how to best manage your account. It may
even deter some from participating in the plan altogether. Fortunately, there are ways to help
simplify the process. The first step? Understanding one of the most commonly used investment
options within 401(k) plans: the target date fund, or TDF.
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Weekly Market Update, August 26, 2019

 General Market News

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The IRS Emphasizes the Need to Review Tax Withholding

Posted by The Axial Company

The IRS continues to encourage taxpayers to review the amount of tax they have withheld to avoid an unexpected tax surprise when they file their 2019 tax returns next year. Preliminary 2018 tax filing data seems to show the need for taxpayers to review their withholding in order to make sure the appropriate amount of tax is being withheld from their paychecks to reflect recent tax law changes.

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A Financial Checklist You Can Handle

Posted by The Axial Company

Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning of the year sometimes becomes overwhelming as the months go by. The question is, how can you stay motivated to meet your financial goals throughout the year?

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Weekly Market Update, August 19, 2019

 General Market News

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More Market Turbulence: No Surprise Here

Posted by The Axial Company

By Brad McMillan, CFA, CAIA, MAI, August 15, 2019

 

Yesterday, we saw the largest stock market drop of the year. The Dow Jones Industrial Average was down more than 800 points (over 3 percent), an even bigger decline than we saw earlier this month. Plus, we are on track for the worst week of the year. It is a tough time for markets, and investors are worried. But should they be?

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Weekly Market Update, August 12, 2019

 General Market News

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Capital One Data Breach: 5 Steps to Avoid Identity Theft, Fraud

Posted by The Axial Company

Be proactive to protect your sensitive personal information from scammers.

By Lisa Gerstner, Contributing Editor for Kiplinger, August 1, 2019

Just as consumers are starting to claim their share of the settlement for the 2017 Equifax data breach, Capital One has announced that the personal information of about 100 million Americans and 6 million Canadians was exposed in a hack that took place last March. Software engineer Paige Thompson has been charged with exploiting a vulnerability in Capital One’s network and gaining access to information on people as of the time they applied for a Capital One credit card, dating back to 2005. The data includes names, birth dates, mailing addresses, zip codes, e-mail addresses, phone numbers and self-reported income.

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Axial Participates in "Giving Back" Event for Bay Cove Human Services

Posted by The Axial Company

As a kick-off to last week’s Advanced Topics Symposium, Commonwealth partnered with Bay Cove Human Services, out of Boston, MA for an afternoon of “Giving Back” at their day habilitation program facility on Sunday, July 28th.

Many staff volunteers from around the country, including Axial’s Client Service Manager, Jaime McGrath, participated in the event, lending a hand with improvement projects like painting and cleaning.

Axial is proud to work with both Commonwealth and Bay Cove to reach people and give back to our community. Many thanks to the volunteers and to Bay Cove for their continuous support!

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Axial Financial Group

5 Burlington Woods, Suite 102, Burlington, MA 01803

Phone: (781) 273-1400 - Fax: (781) 273-1402 - Toll Free: (888) 408-6937

www.axialco.com - info@axialfg.com

Securities and advisory services offered through Commonwealth Financial Network,

Member FINRA/SIPC, a Registered Investment Adviser.

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Markets Drop on Trade War Fears

Posted by The Axial Company

By Brad McMillan, CFA, CAIA, MAI, August 6, 2019

The past week has been a tough one for stock investors. The S&P peaked on July 26, and it has dropped every day since then for a total decline of almost 6 percent (as of the close of August 3). This is a large and fast drop that has understandably rattled investors, who wonder why the sudden pullback—and whether it will continue.

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Axial's Admin Team Attends Commonwealth's Advanced Topics Symposium

Posted by The Axial Company

Axial's dedicated Administrative Team spent a few days out of the office this week at Commonwealth's Advanced Topics Symposium, which was held at the Renaissance Hotel in Boston's Seaport district, learning new and improved ways to bring the best service and customer experience to our clients and expand networks among staff peers of the Commonwealth community.

With "Connecting" as the theme for this year's symposium , an astounding 250 administrative
professionals from around the country attended, being named the largest ATS to date. Industry speakers and acclaimed experts from all over attended to present.

 

Our team attended seminars providing a wide range of information from “Leading the Office From Your Seat” to “Everything You Need To Know About Medicare" and “8,000 Days of Retirement ”, along with participating in team building activities and sharing operational procedures.

Jaime McGrath, our Senior ClientService Manager, was proudly chosen as a Panelist to participate in Commonwealth ’s Staff Panel Seminar. Needless to say, our team was front and center cheering her on as she answered questions about growth within
the office, excelling in her role within our firm and helping encourage our team and others to achieve our personal and professional goals as a company.

She ended her presentation with:
"You set the tone for client experience." Commonwealth and Axial alongside many other financial firms and offices spent three days of volunteering, learning,
sharing advice, networking and
connecting as one community.

Until next year, ATS!  

 

 

 

 

 

 

 

 

 

 

 

 

Axial Financial Group

5 Burlington Woods, Suite 102, Burlington, MA 01803

Phone: (781) 273-1400 - Fax: (781) 273-1402 - Toll Free: (888) 408-6937

www.axialco.com - info@axialfg.com

Securities and advisory services offered through Commonwealth Financial Network,

Member FINRA/SIPC, a Registered Investment Adviser.

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Weekly Market Update, August 5, 2019

 General Market News

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Supersize a Roth 401(k) With Backdoor Contributions

Posted by The Axial Company

By Robert Bloinkand William H. Byrnes | July 29, 2019

Some clients may be able to stretch the limits of a Roth’s tax-free withdrawals by contributing to a backdoor Roth 401(k).

Almost every advisor and serious retirement saver out there understands the basic limits that apply to pre-tax contributions to a 401(k) account, whether a Roth or a traditional account.

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Weekly Market Update, July 29, 2019

 General Market News

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Commonwealth Earns J.D. Power Award For Sixth Time

Posted by The Axial Company

Another J.D. Power win! Axial is proud to partner with Commonwealth Financial Network®, who earned the J.D. Power Award and ranked #1 in it’s 2019 U.S. Independent Financial Advisor Satisfaction StudySM for the sixth year in a row.

Commonwealth received the top score in every measured category of Advisor Satisfaction, including Overall Satisfaction, Firm Leadership, Compensation, Operational Support, Professional Development Support, and Technology Support.

We are thankful to be affiliated with such a reach-for-the-stars company. Our relationship with Commonwealth and their willingness to work with us day-to-day to help our clients in the best way we can is unmatched. 

Congratulations on another excellent year!

Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, and 2019 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.

Axial Financial Group

5 Burlington Woods, Suite 102, Burlington, MA 01803

Phone: (781) 273-1400 - Fax: (781) 273-1402 - Toll Free: (888) 408-6937

www.axialco.com - info@axialfg.com

Securities and advisory services offered through Commonwealth Financial Network,

Member FINRA/SIPC, a Registered Investment Adviser.

 

 

 

 

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Eleven Ways To Help Yourself Stay Sane in a Crazy Market

Posted by The Axial Company

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact on your ability to achieve your financial goals.

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Volunteer Highlight: Bob LoPorto Volunteers at The Dedham Food Pantry

Posted by The Axial Company

Axial’s Wealth Management Consultant, Bob LoPorto, volunteers his time and donates to his local food pantry each month as something he enjoys doing with his family and one of the many ways he contributes to his community.

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