Wealth Management Archives - Page 3 of 5

With Interest Rates Up, Should Investors Search for Yield?

by axial-financial | Apr 27, 2021 | Wealth Management

Posted by Rob Swanke, Apr 23, 2021 Across the fixed income universe, the recent rise in interest rates hasn’t been equal. Commonwealth’s Rob Swanke considers the implications for investors. The 10-year Treasury yield has been climbing steadily since hitting a low of...

Monday Update: Retail Sales Soar as Economic Recovery Accelerates

by axial-financial | Apr 21, 2021 | Wealth Management

Posted by Sam Millette, April 19, 2021 Last week saw the release of a number of important economic updates, with most reports pointing toward a continued acceleration in the pace of the economic recovery. Highlights included a surge in March’s retail sales...

How To Talk To Your Kids About Money

by axial-financial | Apr 12, 2021 | Wealth Management

When is the best time to talk to your kids about money? Right now. Your kids will learn about money from someone. Don’t let it be from an out-of-control celebrity on social media. You have the opportunity to be the positive example in their lives and the guiding voice...

Market Thoughts for April 2021

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

Posted by Brad McMillan, CFA, CAIA, MAI, Apr 5, 2021 In March, we saw a strong end to a healthy first quarter for stock markets. Both the Dow and S&P 500 here in the U.S. showed gains, while developed markets abroad showed lower but still positive...

A Sober Outlook For Emerging Market Debt

by axial-financial | Mar 31, 2021 | Wealth Management

A Sober Outlook for Emerging Market Debt Posted by Anuradha Gaggar, CFA, FRM, Mar 25, 2021 Today’s post is from Anu Gaggar, senior investment research analyst. Last week, we discussed the appeal of emerging market (EM) equities. This week, let’s move...

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

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

You can max out your 2020 contribution through May 17, thanks to the new tax deadline. Robin Hartill, CFP Mar 22, 2021 If you didn’t max out your 2020 Roth IRA contribution, it’s not too late. The deadline for making your contribution...