Uncategorized Archives - Axial Financial Group

Why Student Loan Matching is a ‘Game Changer’ for Retirement Benefits

by Robert Loporto | Feb 20, 2025 | Uncategorized

Thanks to recent IRS guidance under SECURE 2.0, employers can now match student loan payments in their 401(k) and 403(b) plans, providing a powerful incentive for workers to save for retirement while paying down their debt. Publish Date: February 11, 2025 By: Kelsey...

Should You Turbocharge Your Retirement Savings?

by Robert Loporto | Feb 3, 2025 | Uncategorized

Retirement savers between the ages of 60 and 63 now have an additional option for catching up. Amy C. Arnott, CFA Jan 13, 2025 Since 2002, retirement savers who are age 50 or older have been able to contribute additional amounts to retirement plans, such as 401(k)s,...

Axial’s Women Advisors at the Women’s Summit Conference in Charleston, SC!

by Robert Loporto | Jan 30, 2025 | Uncategorized

Axial’s Women Advisors took on Charleston for the Women’s Summit Conference! Axial’s women advisors had the opportunity to attend the Women’s Summit Conference this week in Charleston, South Carolina, hosted by Commonwealth Financial...

Market Update—Week of January 27, 2025

by Robert Loporto | Jan 28, 2025 | Uncategorized

Market Update—Week of January 27, 2025 Presented by Axial Financial Group Economic data was mixed, with stronger-than-expected existing home sales and a softer-than-expected Purchasing Managers Index (PMI). International markets fared well, thanks to a softer...

Market Update—Week of January 13, 2025

by Robert Loporto | Jan 17, 2025 | Uncategorized

Market Update—Week of January 13, 2025 Presented by Axial Financial Group Minutes from the latest Federal Open Market Committee (FOMC) meeting and worsening consumer expectations hinted at potential inflation concerns to start the year. Stocks and bonds sold...

Market Thoughts for January 2025 [Video]

by Robert Loporto | Jan 6, 2025 | Uncategorized

Market Thoughts for January 2025 [Video] Posted by Brad McMillan, CFA®, CFP® This entry was posted on Jan 3, 2025 10:00:15 AM The S&P 500 and Dow were both down in single digits in December, while the technology-heavy Nasdaq eked out a modest gain. Developed and...