June 2024 Newsletter

Silhouette of soldiers landing on a beach with obstacles and barbed wire, under a smoky orange sky. Large text reads D-DAY 6TH JUNE in bold green military-style font.

Remembering D-Day

June 6 marks the 80th anniversary of D-Day, the day that allied forces launched the largest amphibious invasion in the history of warfare. Codenamed Operation ‘Overlord’, the landings on five beaches in Normandy marked the start of a long and costly campaign to liberate north-west Europe from Nazi occupation. 

D-Day was made possible because of Allied efforts across all fronts, both before and after June 1944. By the time of the invasion, over two million troops from 12 countries were in Britain preparing for the event.

On D-Day, Allied forces consisted primarily of American, British and Canadian troops but also included Australian, Belgian, Czech, Dutch, French, Greek, New Zealand, Norwegian, Rhodesian and Polish naval, air or ground support.

It was a treacherous mission that led to the deaths of 4,414 Allied troops including 2,501 Americans. ‘Overlord’ did not bring an end to the war in Europe, but it did begin the process through which victory was eventually achieved.

AXIOM NEWS

A teacher stands at the front of a classroom, pointing to a large screen displaying colorful pie charts, while several students sit at desks listening attentively. The classroom has educational posters on the walls.

Teaching Financial Literacy

It’s now an Indiana state law that all high school students will need to pass a financial literacy course in order to graduate. The requirement will start with the class of 2028. Courses will cover topics like filing taxes, managing debt and saving for retirement. At Axiom, we’re helping with this effort, by going out in the community and talking to students about managing their personal finances. CEO Vaughan Scott was recently at Providence High School to speak to a class taught by a friend of ours, Larry Denison (see photo). And CFO Leah Driver returned again this year to New Washington High School for its “Adulting Day” event. Leah taught the students about how to file income taxes—a lesson that will certainly benefit them throughout their lives.

A smiling couple dressed in bright pink outfits stands on a balcony overlooking a racetrack. The woman wears a large black hat with pink flowers. The background shows grassy fields, spectators, and a cloudy sky.

Axiom Does Derby

Despite the scattered showers, an enthusiastic crowd was on hand for the 150th running of the Kentucky Oaks. The race is traditionally held on the Friday before Derby. In keeping with tradition, many attendees wore pink or teal to show support for breast and ovarian cancer research. Later in the afternoon, 150 breast cancer survivors walked the track in the annual Survivor’s Day Parade. Among the spectators decked out in pink were Axiom President Mike Grau and his wife, Kimberly. 

Six people stand together smiling outdoors. The central figure wears a navy blue graduation gown and medal, while the others are dressed in casual and semi-formal attire, celebrating a graduation. A brick building is in the background.

Congrats to the Grad! 

Congratulations to Vaughan and Jill Scott’s youngest son, Charlie, who graduated from Providence High School with an Indiana Academic Honors diploma and as a member of the National Honor Society. Charlie is also an exceptional athlete, earning 11 varsity letters in four different sports. Despite his many successes, Charlie remained most proud of the accomplishments of his teammates and opponents.

Charlie will be attending Indiana University to study business in the fall, with his older brother Evan (who is thriving after winning his battle over cancer last year). Pictured with Charlie and Evan are Vaughan, Jill, daughter Jacqueline and her fiancé Shawn Fitzpatrick, all of whom are also IU graduates. 

NEWS YOU CAN USE

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Trusted Contact Info

At Axiom, we have encouraged our clients for many years to maintain trusted contact information on file with our office. Why is this important and helpful? If we are trying to reach you and you are traveling or having a health issue or emergency, a trusted contact can direct us to you. Additionally, if there is a natural disaster or a case of concern or potential fraud on your account, a trusted contact could help us locate you. 
 
FINRA, NASAA and the SEC also recommend adding a trusted contact to your account (Finra.org/trustedcontact). You should know, your trusted contact is not able to make trades or decisions about your account and does not need to be a power of attorney, guardian, trustee or executor. Please call our office with questions or to add a trusted contact to your accounts. You can reach us at 812-981-7701 or email us at [email protected].    
 

A Venn diagram shows three overlapping circles labeled Passions and Interests, What people will pay you to do, and Natural Skills. The overlap is labeled sweet spot inside a heart shape.

The Sweet Spot for Warren Buffet

We often speak of Warren Buffett when we mention stock market success. While his is a very unique story, one Harvard expert explains how Buffett has managed to find his “sweet spot” between what he’s good at and what he enjoys doing. It’s a valuable lesson about the road to success. Click here to learn more in this article from CNBC. 

JUNE HAPPENINGS
A modern building with a striking copper-colored cylindrical structure, patterned glass walls, and a landscaped area in front featuring red flowers and tall stone pillars. Trees frame the scene under a clear sky.

Ali Fest Carnival

The Muhammad Ali Center will be open free to the public on June 2, from 12 p.m. to 5 p.m. for the Ali Fest Carnival, sponsored by Passport by Molina Healthcare. Enjoy free admission to the Center in addition to food, games, music, face painting and more! The carnival is part of this year’s Ali Fest celebration, gathering the community together to celebrate Muhammad Ali’s impact on the city he called home. You can skip the lines and pre-register for your free tickets by going here

A man with short hair and a mustache, wearing a red jacket with gold trim, holds a microphone and points toward the camera on a brightly lit stage.

Lionel Richie

Join Lionel Richie and the band Earth, Wind &Fire for “Sing a Song All Night Long.” Richie announced the extension of his tour with one of the best-selling bands of all time. The tour has already made its way through North America with stops in Chicago, Boston, San Francisco and LA. Now you can enjoy these longtime favorites at the KFC Yum! Center June 12 from 7:30 p.m. to 10:30 p.m. Tickets are on sale here or at ticketmaster.com.

A vibrant festival at night with crowds, tents, and food stands, as colorful fireworks light up the sky above a city skyline and bridge in the background.

APride Festival & Parade

The Kentuckiana celebration is one of the largest LGBTQ+ events in Kentucky. An estimated 20,000 people will turn out to celebrate the LGBTQ+ Community with a parade, vendor marketplace, food booth and entertainment. The parade, which kicks off the festivities, starts at noon Saturday, June 15 at the intersection of Campbell St. and Market St. It continues through the Nulu area and ends at the Big Four Lawn, where the festival takes place until 10:00 p.m.

Be on the lookout for our Monthly Market Insights.
Learn what’s moving the financial markets and why.

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