by Robert Loporto | Feb 24, 2025 | Uncategorized
The complex rules for Medicare and health savings accounts lead to many client questions. Here are answers to some of the most common ones. By Kelley C. Long, CPA/PFS February 1, 2025 Americans age 55 and over hold an estimated $52 billion in their...
by Robert Loporto | Feb 20, 2025 | Uncategorized
Thanks to recent IRS guidance under SECURE 2.0, employers can now match student loan payments in their 401(k) and 403(b) plans, providing a powerful incentive for workers to save for retirement while paying down their debt. Publish Date: February 11, 2025 By: Kelsey...
by Robert Loporto | Feb 18, 2025 | Uncategorized
Market Update—Week of February 18, 2025Presented by Axial Financial Group Consumer and producer prices rose more than expected, leading to questions about the potential reacceleration of inflation. In equity markets, technology (paced by Nvidia and Apple) and...
by Robert Loporto | Feb 3, 2025 | Uncategorized
Retirement savers between the ages of 60 and 63 now have an additional option for catching up. Amy C. Arnott, CFA Jan 13, 2025 Since 2002, retirement savers who are age 50 or older have been able to contribute additional amounts to retirement plans, such as 401(k)s,...
by Robert Loporto | Jan 30, 2025 | Uncategorized
Axial’s Women Advisors took on Charleston for the Women’s Summit Conference! Axial’s women advisors had the opportunity to attend the Women’s Summit Conference this week in Charleston, South Carolina, hosted by Commonwealth Financial...
by Robert Loporto | Jan 28, 2025 | Uncategorized
Market Update—Week of January 27, 2025 Presented by Axial Financial Group Economic data was mixed, with stronger-than-expected existing home sales and a softer-than-expected Purchasing Managers Index (PMI). International markets fared well, thanks to a softer...
Looking at the Economic Data and Volatility in the Bond MarketApril 15, 2025
What New Tariff Announcements Mean for Your InvestmentsApril 7, 2025
The Market Has Corrected: What’s Ahead?March 19, 2025