by Michael Marchese | Jun 5, 2025 | Uncategorized
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]](https://www.axialfg.com/wp-content/uploads/2024/10/AdobeStock_121910498-1-1080x675.jpeg)
by Michael Marchese | Jun 5, 2025 | Uncategorized
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...
by Michael Marchese | May 29, 2025 | Uncategorized
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...
by Robert Loporto | Apr 15, 2025 | Uncategorized
Posted by Chris Fasciano This entry was posted on Apr 14, 2025 3:27:17 PM Last week, the S&P 500 was up 5.7%, the strongest week for the market since November 2023. The Nasdaq rose 7.3%, which was the best week for that index since November 2022. The rally...
by Robert Loporto | Apr 7, 2025 | Uncategorized
Recently, the stock market—represented by the S&P 500—rose for three consecutive days as investors hoped that new tariffs announced by the U.S. government after yesterday’s close would be limited and targeted. Unfortunately, the official announcement was...
by Robert Loporto | Mar 19, 2025 | Uncategorized
Posted by Chris Fasciano This entry was posted on Mar 17, 2025 1:59:32 PM As of the end of trading on Thursday, March 13, the S&P 500 closed down 10 percent from its all-time high, marking an official correction. It was the first correction...
