Wealth Management Archives - Page 2 of 5

Tax Break Adds Perk To 529 College Plans

by axial-financial | Jun 1, 2021 | Wealth Management

MAY 3, 2021 • JEFF STIMPSON Under a tax-law exception this year, clients can make a lump-sum 2021 gift of up to $75,000 to fund a 529 college savings account for a child or grandchild (or any other college-bound individual) and claim a federal gift tax...

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

by axial-financial | May 26, 2021 | Wealth Management

Posted by Sam Millette, May 24, 2021 In his Monday Update, Commonwealth’s Sam Millette highlights jobs, housing, consumer confidence, durable goods orders, and personal income and spending.Last week saw a number of economic updates, with a focus on housing, the...

Rising Inflation: Where Will It Go From Here?

by axial-financial | May 13, 2021 | Wealth Management

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,...

Thank You for Joining Us!

by axial-financial | May 11, 2021 | Wealth Management

Last week, Axial hosted our Health & Wellness webinar, with certified Integrative Health Coach and National Board Certified Health & Wellness Coach, Kathy Whelan, of Whelan Wellness. In case you missed it, below is a PDF version of the presentation and an...

Where To Invest Your Money As Newlyweds

by axial-financial | May 7, 2021 | Wealth Management

May 12, 2020 by PFGeeks Now that the excitement of the big day has started to subside, you may have had some time to finally settle in with your spouse and adapt to your new way of life as a married couple. Money troubles can be a main cause of stress and...

Market Thoughts for May 2021

by axial-financial | May 6, 2021 | Wealth Management

Posted by Brad McMillan, CFA, CAIA, MAI, May 3, 2021 April was a good month for the markets. The S&P 500 and Nasdaq gained more than 5 percent, while the Dow was up almost 3 percent. These returns were driven, in part, by the medical news, with new case...