Axial Updates

Presented by Axial Financial Group.  Retirement is an exciting milestone, but preparing for it involves more than choosing your final day of work. The decisions you make during the years leading up to retirement can affect your income, taxes, healthcare, and overall...

Explore the key investment themes shaping the second half of 2026, including AI, interest rates, inflation, and the economy, with insights from LPL Research’s Midyear Market Outlook.

Presented by Axial Financial Group.  Tax laws can create new planning opportunities, but they can also raise new questions. If you've heard about the recently passed One Big Beautiful Bill Act (OBBBA) and are wondering what it could mean for your retirement strategy,...

Presented by Axial Financial Group.  For many years, financial planning focused on one person — the primary breadwinner or the family member managing the investments. Today, that's changing. Families are making financial decisions together. Spouses are sharing...

Presented by Axial Financial Group.  Between summer plans, vacations, rising expenses, and busy schedules, it’s easy for good financial habits to take a backseat this time of year. But the good news is, there’s still plenty of time to refocus, make smart adjustments,...

Presented by Axial Financial Group.  One of the most common questions people ask as they approach retirement is: "When should I start collecting Social Security?" Unfortunately, there isn't a one-size-fits-all answer. The decision of when to begin collecting Social...

Presented by Axial Financial Group.  Whether you're considering a new vehicle, a home renovation, a vacation, or another significant purchase, it's natural to focus on the excitement of what's ahead. But before you make a major financial commitment, taking a step back...

Presented by Axial Financial Group.  When it comes to building long-term wealth, few tools are as powerful — or as flexible — as a Roth IRA. While many people think of retirement accounts as something “future them” will worry about, a Roth IRA offers benefits that can...

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...

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...

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...

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....

    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...

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...

  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! 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...

  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...

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...

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...

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...

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...

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...

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...

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...

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...