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Wealth Management

WEALTH MANAGEMENT

The Axial Company

Looking Back at the Markets in August and Ahead to September 2021

Posted by The Axial Company

Posted by Brad McMillan, CFA, CAIA, MAI, Sep 2, 2021

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Axial Client Service Team Takes on Fenway 2021

Posted by The Axial Company

 

 

 

Go Sox!

Axial treated our Client Service Team to a day at Fenway Park and the Red Sox game to thank them for all of their hard work throughout the year.

 

 

 

These ladies work together each day to deliver the best possible experience for our clients and we couldn’t be prouder of the team we’ve built.

It was a hot one but a great day was had by all!

 

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Despite Delta Variant Risks, Economy Stays Strong

Posted by The Axial Company

Posted by Brad McMillan, CFA, CAIA, MAI on Aug 25, 2021

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Thank You to Our Summer Interns!

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Looking Back at the Markets in July and Ahead to August 2021

Posted by The Axial Company

Posted by Brad McMillan, CFA, CAIA, MAI, Aug 6, 2021

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Monday Update: Housing Starts 3 Month High

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Monday Update: Housing Starts Hit 3-Month High

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Axial Joins Women's Build Project through Habitat for Humanity

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Economic Risk Factor Update: July 2021

Posted by The Axial Company

By Brad McMillan, CFA, CAIA, MAI

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What's Your Word 2021! Fundraiser by Bishop Geurtin High School

Posted by The Axial Company

Axial recently participated in the “What’s Your Word 2021!” fundraiser held by Bishop Guertin High School, geared towards benefitting the Cardinal Endowment Fund for Scholarships and Financial Assistance. Each word our employees chose was engraved on a bracelet to be worn and serve as a daily reminder to be the best version of ourselves at home, at work, and out in the world. $100 was donated from Axial for each bracelet engraved and we had 100% participation throughout all offices!

 

We were amazed to see how enthusiastic our employees were about participating in this fundraiser. The words they chose for their bracelets were heartfelt, ambitious, and each attached with a special meaning. Here is what a few of our team members had to say about why they chose their “What’s Your Word 2021!” words…

 

“I chose the word “MANIFESTING”, which means intentionally creating what you want in life. I am a huge believer of being able to manifest what you desire, whether it be wealth, love, or simply peace of mind.” – Tracey Brennan Reale

“I chose “BROOKS” on my bracelet, so I can be reminded of my son when I can’t be with him during the workday. He has given new meaning and purpose to my life, and I am thankful for him every day!” – Erin Widell

“I chose the words “NURSE POWER” because my wife is a nurse and has been a superhero this past year, so I wanted to give her something small to let her know she is appreciated.” – Mihai Popa

 

 

“2020 was a difficult year. By the end of it, I found myself unmotivated. I just got up, went to work, ate dinner, watched Netflix, and repeat. I realized that I needed to “BE BETTER” (at anything and everything) in 2021. I got off social media, exercise 5 days a week now, I am studying for the CFP, joined 2 boards in Dedham, improved how I perform my job, and even planned a few family vacations for 2021. I am now engaged again, and it has been much more rewarding! – Bob LoPorto

 

 

 

“I chose “EASTON”, because he is my miracle baby. He has taught me more in the past year than I have learned in my entire life. He keeps me focused and reminds me to stop and take one moment at a time, because life goes by way too fast.” – Katie Brodie

“My word was “ADVENTURE”. I asked my daughter, Olivia, to think of a word so she could have this bracelet. She chose this word, as she is headed to college in the Fall and looking for more “adventure” than she has had sitting at home for the last year!” – Adam Scott

“DISCO-VERY" – I “very” much love Disco and covid led to some self “discovery” on what’s really important in life!” – Rich LeBranti

 

“My word “GRACE” is after my daughter Kali Grace who has been struggling with teen depression. She was named after my grandmother, Grace, who was an amazing, strong woman, that I’m sure is watching over Kali.” – Shannon Trask

“I chose “FREEDOM” because since covid began we lost some of that and I can’t wait to get it all back!” – Paul Miller

“The word I chose is FAMILY”. Un-planned togetherness led to great, unexpected discussions and experiences. FAMILY is the most important of all.” – Michael Marchese 

 

 

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10 FAFSA Mistakes that Affect Financial Aid

Posted by The Axial Company

Errors can cause you to lose out on financial aid dollars!

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Monday Update: Business Confidence Rebounds as Hiring Accelerates

Posted by The Axial Company

Posted by Sam Millette, Jun 7, 2021 

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Tax Break Adds Perk To 529 College Plans

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MAY 3, 2021 • JEFF STIMPSON

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Monday Update: Initial Jobless Claims Set New Pandemic-Era Low

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Rising Inflation: Where Will It Go From Here?

Posted by The Axial Company

In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. Over the previous 12 months, the increase was 2.6%, the highest year-over-year inflation rate since August 2018. (By contrast, inflation in 2020 was just 1.4%.)1

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Thank You for Joining Us!

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Where To Invest Your Money As Newlyweds

Posted by The Axial Company

May 12, 2020 by PFGeeks

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Market Thoughts for May 2021

Posted by The Axial Company

Posted by Brad McMillan, CFA, CAIA, MAI, May 3, 2021

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With Interest Rates Up, Should Investors Search for Yield?

Posted by The Axial Company

Posted by Rob Swanke, Apr 23, 2021

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Monday Update: Retail Sales Soar as Economic Recovery Accelerates

Posted by The Axial Company

Posted by Sam Millette, April 19, 2021

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How To Talk To Your Kids About Money

Posted by The Axial Company

When is the best time to talk to your kids about money?

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