careertech-banking-financial-meeting-analysts.jpg
SUBSCRIBE

Wealth Management

WEALTH MANAGEMENT

Market Thoughts for April 2021

Posted by The Axial Company

Posted by Brad McMillan, CFA, CAIA, MAI, Apr 5, 2021

Read More

A Sober Outlook For Emerging Market Debt

Posted by The Axial Company

A Sober Outlook for Emerging Market Debt

Read More

You Just Got an Extra Month to Fund Your 2020 Roth IRA

Posted by The Axial Company

You can max out your 2020 contribution through May 17, thanks to the new tax deadline.

Read More

Tax Day Extended to May 17, 2021

Posted by The Axial Company

Tax Day has been extended to May 17, 2021. Details of the extension are provided below. As always, please call our office with any questions and we will be happy to assist you. 

Read More

American Rescue Plan Act Provides Relief to Individuals and Businesses

Posted by The Axial Company

On Thursday, March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes payments to individuals and funding for federal programs, vaccines and testing, state and local governments, and schools. It is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis. Major relief provisions are summarized here, including some tax provisions.

Read More

Market Thoughts for March 2021

Posted by The Axial Company

By Brad McMillan, CFA, CAIA, MAI, Mar 2, 2021

Read More

Immunity Is Closer Than You Think

Posted by The Axial Company

Brian S. Wesbury

Read More

GameStop, Reddit, and Market Mania: What You Need to Know

Posted by The Axial Company

 

Over the course of 11 trading days from January 13 to January 28, 2021, the stock of GameStop, a struggling brick-and-mortar video game retailer, skyrocketed by more than 2,200% — creating a mix of excitement and concern throughout the financial world, as well as among many people who pay little attention to the stock market.1 Other stocks of small, struggling companies made similar though less dramatic moves.

Read More

What Every Retirement Saver Needs to Know About 2021

Posted by The Axial Company

New rules for savers, beneficiaries, and taxpayers

by John Waggoner, AARP, January 5, 2021

 

Most people will miss 2020 about as much as they miss mosquito season. For many retirees and retirement savers, the year had a few benefits, such as some COVID-19 relief measures. Even without those, however, most of the retirement changes in 2021 are for the better. Here's a look at some of the most important you need to know.

Read More

Monday Update: Economic Recovery Continued in Fourth Quarter

Posted by The Axial Company

Monday Update: Economic Recovery Continued in Fourth Quarter

Posted by Sam Millette, Feb 1, 2021

Read More

5 Common Myths about Life Insurance Needs

Posted by The Axial Company

5 Common Myths About Life Insurance Needs

Read More

2020's Remarkable Value Rally

Posted by The Axial Company

 

2020’s Remarkable Value Rally

Posted by Peter Essele, CFA®, CAIA, CFP, Jan 26, 2021

 

As we turn the page on 2020 (thankfully!), market practitioners are starting to release outlook pieces and portfolio positioning recommendations for the year ahead. The recent strong performance of value, when compared with growth, has many investors wondering whether it makes sense to consider an overweight to this seemingly forgotten asset class, which has benefited greatly from the recent vaccine rally.

Read More

10 Small Changes to Stay On Track With Your Retirement Goals

Posted by The Axial Company

By John Csiszar, Tue, January 19, 2021

Read More

College Financing Webinar with Axial & MEFA Replay

Posted by The Axial Company

Read More

7 Ways to Minimize Your 2020 Taxes by December 31st

Posted by The Axial Company

Don't pay more than needed by checking out these tax-reducing steps.

Read More

College Financing Webinar with Axial & MEFA

Posted by The Axial Company

Read More

Dan Lahiff named one of NAPA's Top 100 Young Retirement Plan Advisors

Posted by The Axial Company

At Axial we feel it is always important to recognize our team members for their extraordinary determination and development in their careers. Dan Lahiff, a Retirement Plan Associate from our benefits department, was recently named one of NAPA's Top 100 Young Retirement Plan Advisors in the country, also known as, "Aces". 

Read More

2021 Market Outlook

Posted by The Axial Company

We’re nearing the end of a hard year, with the pandemic raging once again and the economy starting to slow. On the other hand, vaccines will soon be coming into play, companies are adapting, and there is the possibility of a spending boom next year. Despite risks ahead (e.g., the chance of another surge of infections with holiday travel), could 2021 be better for medical news, for the economy, and for the markets?

 

 

Authored by Brad McMillan, CFA®, CAIA, MAI, managing principal, chief investment officer, at Commonwealth Financial Network®.

© 2020 Commonwealth Financial Network®

© The Axial Company. All Rights reserved. 5 Burlington Woods, Suite 102 Burlington, Massachusetts

Disclosure: Certain sections of this commentary contain forward-looking statements based on our reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Past performance is not indicative of future results. Diversification does not assure a profit or protect against loss in declining markets. All indices are unmanaged and investors cannot invest directly into an index. The Dow Jones Industrial Average is a price-weighted average of 30 actively traded blue-chip stocks. The S&P 500 Index is a broad-based measurement of changes in stock market conditions based on the average performance of 500 widely held common stocks. The Nasdaq Composite Index measures the performance of all issues listed in the Nasdaq Stock Market, except for rights, warrants, units, and convertible debentures. The MSCI EAFE Index is a float-adjusted market capitalization index designed to measure developed market equity performance, excluding the U.S. and Canada. The MSCI Emerging Markets Index is a market capitalization-weighted index composed of companies representative of the market structure of 26 emerging market countries in Europe, Latin America, and the Pacific Basin. It excludes closed markets and those shares in otherwise free markets that are not purchasable by foreigners. The Bloomberg Barclays Aggregate Bond Index is an unmanaged market value-weighted index representing securities that are SEC-registered, taxable, and dollar-denominated. It covers the U.S. investment-grade fixed-rate bond market, with index components for a combination of the Bloomberg Barclays government and corporate securities, mortgage-backed pass-through securities, and asset-backed securities. The Bloomberg Barclays U.S. Corporate High Yield Index covers the USD-denominated, non-investment-grade, fixed-rate, taxable corporate bond market. Securities are classified as high-yield if the middle rating of Moody’s, Fitch, and S&P is Ba1/BB+/BB+ or below.

Read More

Monday Update: Consumer Confidence Rises

Posted by The Axial Company

Posted by Sam Millette, Commonwealth Financial Network, Dec 14, 2020

Read More

Scams to Watch out for in the 2020 Holiday Season

Posted by The Axial Company

Tis’ the season for giving. And taking. As more Christmas shopping is done online, scammers are coming up with clever ways to con you out of your hard-earned dollar. The days of worrying about the fraudulent cashier’s check in the mail are long gone. Scammers are getting more clever and sophisticated in the ruse to trick you into giving them your money. With Black Friday and Cyber Monday on the horizon, scammers are deploying the latest tricks of their trade to catch you in the midst of a post-Thanksgiving food coma. Experts warn that now is the time to be most vigilant while taking advantage of those annual holiday deals.

Read More