Axiom Resources
Informative Videos and Publications
Investments with a Conscience
Within your investment portfolio you could own hundreds of companies. Does it matter to you what kind of companies you own? For many clients, there are matters of conscience that may come into play when deciding what to buy. There are two areas in...
Waves and Tides
So far this year, the investment world has been rough on the squeamish. The Dow Jones Industrial Average has seen multiple days with a 200-point rise or fall. This is largely due to uncertainty in the market over oil prices, China’s economic slowdown, central bank...
The Value of Good Advice
Recent studies show that 401 (k) participants who use third party help with their 401 (k) allocations perform better than those who don’t. “Across all age ranges and a wide range of market conditions, participants using Help earned higher median annual returns than...
Food For Thought: Money is an Amplifier
I heard once that money is an amplifier. It makes you more of what you already are. If you are generous, more money will make you more generous. If you worry, with more money you will worry more. If you are happy…I think this one is obvious.
HELP! I need somebody…Lennon and McCartney
According to a recent study by AON-Hewitt, a national 401 (k) administration firm studied the difference between participants who used “Help”—target-date funds, managed accounts, and online advice, and those who went on their own. “The annual performance gap between...
Socially Responsible Investing
Investing with your conscience? Are you concerned that the companies you own in your portfolio are environmentally conscious? Should they encourage sustainable business practices? Should they support fair labor practices? Should they have a history of supporting human...
Medicare Prescription Coverage “D”
It is important to check your prescription coverage every year, especially if you have a medication change. Some plans have better rates based on drug formularies and tiers. This is one of the best Government sites! Go to: www.Medicare.gov,...
Food for Thought
"We have re-entered an era in which political factors will dominate economic decisions. This has been the norm for a very long time…Politics can be predicted if you understand the constraints under which a politician...acts and don’t believe that it is simply random...
Elections Matter
“The only difference between death and taxes is that death doesn't get worse every time Congress meets.”—Will Rogers The reality is that the decisions made in Washington and in the State Capitols affect you and your plans. It is important to dig into not just the...
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