Posted by Chris Fasciano This entry was posted on Apr 23, 2026 12:59:09 PM Stocks have been on a bit of a rollercoaster over the past two months. If your nature is to tune out the noise and check in occasionally, you might have missed it. After a 9 percent sell-off...
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Should You Adjust Your Paycheck Withholding in 2026? Here’s What to Know First
Presented by Axial Financial Group. After wrapping up your 2025 tax return, now is a great time to revisit your financial strategy for the year ahead. One area getting renewed attention is paycheck withholding — and whether adjusting it could improve your cash flow...
2026 Tax Preparation Checklist | Stay Organized & Prepared
Presented by Axial Financial Group. Tax Season Made Simple: Your 2026 Tax Preparation Checklist As tax season approaches, preparation is one of the most important steps you can take to ensure a smooth and stress-free filing experience. Whether you’re filing a simple...
Market Thoughts for April 2026 [Video]
Posted by Chris Fasciano This entry was posted on Apr 2, 2026 5:06:34 PM March was a challenging month for stocks, as markets pulled back due to rising geopolitical risk in the Middle East. The S&P 500, Dow Jones, and Nasdaq all fell by around 5 percent....
How Geopolitical Events Are Affecting Markets Right Now
Presented by Axial Financial Group Recent news about conflict in the Middle East has raised an important question for investors: Has the market already reacted to the news, or could there be more downside ahead? The honest answer is that no one knows for...
Market Thoughts for March 2026 [Video]
Posted by Chris Fasciano This entry was posted on Mar 2, 2026 11:57:08 AM February was a volatile month for stocks, with investor concerns around AI, tariffs, and trade policy. The Dow Jones was the best-performing of the large-cap U.S. markets, while...
What The Supreme Courts Tariff Decision Means for Markets and Trade
Posted by Chris Fasciano This entry was posted on Feb 23, 2026 11:13:18 AM On Friday, the Supreme Court struck down most of the tariffs the Trump administration had imposed over the past year. The question before the court was not whether the tariffs themselves...
Axial Celebrates 20 Years of Service!
Axial Celebrates 20 Years of Service! 20 years. Emotional, proud, excited for what's to come. Just a few words to describe how we feel about reaching such a remarkable milestone. This past weekend, we had the privilege of celebrating our 20th anniversary — a...
Market Thoughts for February 2026 [Video]
Posted by Chris Fasciano This entry was posted on Feb 3, 2026 1:00:56 PM All three major U.S. indices ended January in positive territory, despite volatility driven by geopolitical tensions and uncertainty around the Fed. International stocks...
What Risk Tolerance Really Means — and How We Help You Define Yours
Presented by Axial Financial Group. Published January 22, 2026. When people talk about investing, the word “risk” often triggers anxiety. Market swings, headlines, and uncertainty can make investing feel overwhelming. But risk itself isn’t the enemy. The real...
Good Debt vs. Bad Debt: What’s the Difference?
Presented by Axial Financial Group. Published January 10, 2026. Debt often gets a bad reputation—and for good reason. When misused, it can create stress, limit opportunities, and delay financial goals. But not all debt is created equal. In fact, some types of debt can...
Putting Holiday Spending in Perspective
Presented by Axial Financial Group. Published December 18, 2025. Think December spending is what makes or breaks your overall plan? Think again. While December can feel financially intense, holiday expenses are usually just a small piece of a much larger financial...
Year End Charitable Giving Guide 2025
Presented by Axial Financial Group. Published December 11, 2025. Year-End Charitable Giving: Key Planning Opportunities Before 12/31 As the year comes closer to a close, charitable giving can be a powerful way to support causes you care about and potentially reduce...
As the Government Reopens, Can Investors Breathe a Sigh of Relief?
Posted by Chris Fasciano This entry was posted on Nov 13, 2025 1:56:38 PM The government shutdown came to an end last night after 43 days, making it the longest shutdown in history. We will leave it to the political commentators to pass judgment on what it means for...
Social Security Announces 2.8 Percent Benefit Increase for 2026
October 24, 2025 • By Social Security Administration Last Updated: October 24, 2025 Social Security benefits and Supplemental Security Income (SSI) payments for 75 million Americans will increase 2.8 percent in 2026. On average, Social Security retirement benefits...
The Fed Reduces Rates, But What’s on Tap for December?
Posted by Chris Fasciano This entry was posted on Oct 30, 2025 12:01:51 PM “If you are driving in a fog, you slow down.” — Fed Chairman Jerome Powell, October 29, 2025 Investors entered the week expecting the Federal Open Market Committee (FOMC) to once again reduce...
How Will the Government Shutdown Impact Markets?
Posted by Chris Fasciano, Presented by Axial Financial Group This entry was posted on Oct 2, 2025 1:25:20 PM As of midnight Tuesday, the U.S. government shut down, as lawmakers couldn’t reach an agreement on a short-term bill to continue funding government...
529 Plans: More Flexible Than Ever
Presented by Axial Financial Group. Published Sept. 16, 2025 Saving for education has always been a top priority for families, and 529 plans have long been one of the most popular tools to make that possible. These tax-advantaged accounts were originally designed to...
New Tax Rules Could Transform the Future for Small Businesses
Presented by Axial Financial Group. Published Aug 20, 2025 The One Big Beautiful Bill Act is officially law, and with it comes some of the most significant tax changes for entrepreneurs in recent history. For business owners, this means new opportunities—but also the...
Women and Wealth: A Guide to Building Your Financial Future
Presented by Axial Financial Group. Published Aug 5, 2025 Armed with knowledge, resources, and a clear plan, women can confidently navigate their financial journeys and turn long-term goals into reality. Key Takeaways Women currently control more than $10 trillion in...
Markets Move Higher Despite Negative Headlines
Presented by Axial Financial Group Posted by Chris Fasciano This entry was posted on Jul 25, 2025 12:18:00 PM "We thought we had all the answers, it was the questions we had wrong." — U2 Last week, I returned to the small Maine town I mentioned in...
2025 Midyear Outlook: What’s Next for The Economy and Your Investments?
Presented by Axial Financial Group The first half of the year brought plenty of headlines—and plenty of questions. Tariff announcements, then tariff pauses, and trade negotiations dominated the conversation. However, there were also debates about the federal...
Mid-Year Financial Check-Up: 7 Key Steps Before Summer Hits
As summer approaches and calendars begin to fill with vacations, celebrations, and long-awaited downtime, it’s easy to let financial planning take a backseat. But before you dive into the busyness of the season, a strategic mid-year financial check-up can help...
Market Thoughts for June 2025 [Video]
Posted by Brad McMillan, CFA®, CFP® This entry was posted on Jun 3, 2025 10:36:03 AM Markets rallied in May, with the S&P 500, Dow, and Nasdaq up low- to mid-single digits for the month on solid fundamentals and reduced policy worries. Further, the...
Why You Shouldn’t Wait to Open a Roth IRA—And How We Can Help
If there’s one financial move that could make a major difference in your future—it’s opening a Roth IRA. We know that navigating retirement planning can feel overwhelming. But the Roth IRA is one of the simplest, most powerful tools to grow your wealth tax-free—and...



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