Client Login
A Legal Checklist for Family Caregivers

A Legal Checklist for Family Caregivers

by | Feb 7, 2022 | Uncategorized

6 steps to take to protect your loved ones and yourself by Judi Hasson, AARP, Updated January 21, 2022   If you’re a caregiver, part of your job may be to keep track of your loved one’s legal affairs. And you probably know — or are learning — that...
Market Thoughts for February 2022 (Video)

Market Thoughts for February 2022 (Video)

by | Feb 4, 2022 | Uncategorized

Posted by Brad McMillan, CFA, CAIA, MAI This entry was posted on Feb 1, 2022  After a strong close to 2021, markets pulled back to start the year, with U.S. indices dropping between 3 and 10 percent. On the medical front, the Omicron wave continued. As case...
Retirement Plan Limits on the Rise in 2022

Retirement Plan Limits on the Rise in 2022

by | Jan 18, 2022 | Uncategorized

Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers will increase, including how much you can contribute to a work-based retirement plan and the phaseout...
The Fed Pivots to Fight Inflation

The Fed Pivots to Fight Inflation

by | Jan 10, 2022 | Uncategorized

On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary policy in response to rising inflation. The Committee accelerated the reduction of its bond-buying program in order to tighten the money...
Market Thoughts for December 2021 [Video]

Market Thoughts for December 2021 [Video]

by | Dec 9, 2021 | Uncategorized

Posted by Brad McMillan, CFA, CAIA, MAI This entry was posted on Dec 1, 2021  After a strong October, November saw generally weak performance in the markets. In the U.S., the Nasdaq showed a small gain, but the S&P and the Dow were down. These...

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA (www.finra.org) / SIPC (www.sipc.org), a Registered Investment Adviser. Fixed insurance products and services offered by Axial Benefits Group and Axial Foy Insurance are separate and unrelated to Commonwealth.
Axial Financial Group distributes a variety of financial products and services to you through its network of independent registered representatives, investment adviser representatives, and insurance agents. We have always valued the trust our customers have placed in us and are committed to the responsible management, use, and protection of our customers’ personal data. We are proud of our privacy and confidentiality practices, and we want you to know how we protect your information.

This Online Privacy Policy identifies the ways Axial Financial Group collects, stores, uses, discloses, and protects your personal data. Personal data, also known as personal information, personally identifiable information (PII), or sensitive personal information (SPI), is any information that can identify a person.
The Axial "A" logo, PINCAP®, and PCMI® are registered trademarks of Axial Financial Network, LLC, and/or its affiliates. The marks "Centered on You"℠, AFG℠, ABG℠, AFP℠, Swift Financial Services℠, Axial Financial Group℠, Axial Benefits Group℠, Axial Financial Partners℠, Axial Insurance Group℠, and the Axial Family of Companies℠ are proprietary Service Marks of Axial Financial Network, LLC. All rights reserved.

BrokerCheck - check the background of this investment professional