by saratyler | Feb 17, 2015 | Blog, Featured
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...
by saratyler | Jan 15, 2015 | Uncategorized
“History does not repeat itself, but it does rhyme.” Mark Twain In 1981 Oil prices hovered near $40 per barrel. US domestic exploration was booming. OPEC flooded the market and dropped the price of oil to $11 per barrel. The cost of production in the US was $17. Today...
by saratyler | Jan 5, 2015 | Uncategorized
Lisa Cancellieri, our outstanding director of operations, celebrated 15 years with Axiom Advisors, last month. If you know Lisa, you know her dedication to outstanding service and client satisfaction. Thank you Lisa for all you do! 12th Anniversary for Senior Advisor...
by saratyler | Dec 28, 2014 | Uncategorized
From a 2014 State Street Global Advisors and Wharton School of Business survey and study of the responses from 776 investors regarding their investment practices. If you manage all or a portion of your assets yourself, you may be compromising your short and...
by saratyler | Dec 19, 2014 | Blog, Featured
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...
