Quality Advice—Now more Than Ever!

Quality Advice—Now more Than Ever!

Do I refinance the house? Do I keep my car or get a new one? Lease or buy? How do I invest my 401 (k)? When can I retire? Should I change jobs? How do I pay for college? How do I transfer wealth to my heirs? These questions are just a few of the many real life...
New Options for Trust Beneficiaries

New Options for Trust Beneficiaries

Those fortunate enough to be beneficiaries of a trust provided by generous predecessors sometimes may not feel so fortunate when dealing with their corporate trustee services. Often beneficiaries have little or no say in the management and direction of the investment...

Markets Evolve

There was a time in this country when savvy investors made fortunes on radio stocks. After World War II, massive government spending launched unprecedented economic development worldwide.In 1965, Lyndon Johnson signed the bill establishing Medical Care for the Aged,...
Proposed 2013 Medicare Tax Changes

Proposed 2013 Medicare Tax Changes

As 2013 approaches we are faced again with the potential for major changes in our tax system. At Axiom Advisors, we will do our best to keep you abreast of the changes that are coming your way. Click here, or click on image to view video message. David and Brian...