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Wealth Management

WEALTH MANAGEMENT

Axial Financial Group

Comprehensive Financial Services. Centered on You.

Weekly Market Update, July 15, 2019

 General Market News

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Weekly Market Update, July 8, 2019

 General Market News

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Weekly Market Update, July 1, 2019

 General market news               

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Weekly Market Update, June 24, 2019

 General market news               

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Weekly Market Update, June 17, 2019

 General market news               

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Weekly Market Update, June 10, 2019

 General market news               

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Axial Shredding Event 2019

 

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The Basics of Credit Scores and Credit Reports

As consumers, we know that having a good credit score is important. Whether you are applying for a loan or signing up for a credit card, your credit score plays a major role in determining if you will be approved. Your credit score can also have a significant impact on loan terms and borrowing costs. 

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Axial Financial Group Opens New Marina Bay Office in Quincy, Massachusetts

   

Burlington, MA – October 4, 2016 - Axial Financial Group, LLC (AFG) a leading wealth management and financial planning firm, announced the opening of its new Marina Bay office in Quincy, Massachusetts.
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Long Term Care Notice

ATTENTION LONG TERM CARE INSURANCE OWNER

 

RECENT CHANGES TO EXISITING POLICIES & THE FINANCIAL IMPACT TO YOU

In recent weeks, many long term care policy owners across the country have been notified of significant rate increases, ranging from 10% to more than 100%. The actual amount of the increase is dependent upon multiple factors including the insurance carrier, state of residence, and policy type.

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Why You Should Have a Financial Advisor

Writing my last few posts, about the real possibility of lower returns over the next few years, I got to thinking about how financial advisors add value—and how a skilled advisor can really help investors advance toward their financial goals. Full disclosure: I’m talking my book here. (That’s Wall Street slang for talking up something I already own.) I work for a firm that supports financial advisors, my job consists of helping those advisors help their clients, and many of my friends are advisors. 

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Presidential Politics and the Stock Market

Now that both parties have nailed down their

presidential nominees, it’s time to take a quick look

at politics and how it may affect the economy and

markets this year. As usual, we’ll focus on the policies

that the two candidates have offered and their likely

consequences.

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Market Update for the Quarter Ending June 30, 2016

“Brexit” shocks markets

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Brexit: What the U.K.’s Vote to Leave the EU Means

We woke up on Friday morning, June 24, to headlines about another economic crisis coming out of Europe. This time, the “crisis” is the decision by the U.K. to leave the European Union (EU). A somewhat unexpected outcome of a much-talked-about event, it has rocked markets around the world, including here in the U.S. In the immediate aftermath of the vote, futures were down significantly, showing that the concern is real. You may well share that concern.

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Caring For an Aging Parent

Many baby boomers belong to the “Sandwich Generation”—the growing group of people who care for their aging parents while supporting their own children. According to a 2013 USA Today/Gallup poll, 41 percent of baby boomers who have a living parent assist with the parent’s personal care, financial matters, or both. Another 37 percent expect to take on the care of their parents in the future. If you plan to be involved in an elderly parent’s care, it’s important to understand the array of issues that come into play.

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2016 Midyear Update: Second Half to Bring Repeat Performance?

It has been an exciting year so far. With U.S. markets dropping 15 percent in the first quarter before rebounding, and many international markets having done worse, the red flag has been raised for market risks. With Europe continuing to wrestle with economic and political challenges, the prospect of a breakup of the union via a British exit (aka Brexit) has never been more real. And with Chinese growth continuing below expectations, we see risk everywhere we look.

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Worried About the Election? Don't Revamp Your Portfolio Yet

  

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The Axial Company & Habitat for Humanity Celebrate Dedication at 100 Parker St., Lawrence, Massachusetts

   

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Michael Marchese & Paul Miller of Axial Financial Group Honored in The Financial Times List of 400 Top Financial Advisers

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Reminder: New Bill Affects Social Security Claiming Strategies

As a reminder, on November 2, 2015, President Obama signed the Bipartisan Budget Act of 2015 into law. Among other things, this two-year budget deal contains several provisions designed to close perceived loopholes in social security claiming strategies. Those most likely to be affected by this legislation are individuals who have yet to claim their benefits and who planned to employ the file-and-suspend/restricted spousal application strategies. 

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