Factors to Consider Before Dropping Your Coverage Could you make use of your policy’s cash value? If you have a whole-life policy, you might want to utilize that cash in response to certain retirement needs. If you need extended care, for example, you could explore converting the cash in your whole-life policy into a new …
In this month’s recap: Stock prices powered higher and energized investors thanks to a month-long succession of positive news events. U.S. Markets Stock prices powered higher and emboldened investors in November thanks to a series of positive news events. The Dow Jones Industrial Average, which has lagged much of the year, led the rally, jumping …
PROXY VOTING– We are pleased to announce a new, complimentary service for our Axiom clients. You’re all familiar with the Proxy Voting forms we get in the mail, but how many of you take the time to research the issues and actually vote? Let us simplify your life! Axiom will do all the due diligence …
Weathering 2020 with Axiom Financial Strategies Group. In these times of uncertainty, rapidly changing job situations, and the COVID-19 health crisis, we find our lives changing almost daily. How do you possibly plan for your family’s financial future? It can be an overwhelming thought, and one you might shove on a shelf for a later …
“An axiom is a closely held principle or truth. We knew we wanted a name that had meaning.” – Vaughan Scott Axiom Financial Strategies Group founder and partner Axiom Financial Strategies Group 101 W. Spring St. 5th Floor New Albany 812.913.7701 www.axiomFSG.com Certified Financial Planner Michelle Konkle returned to her Southern Indiana roots to work …
Over the past months we have seen volatility return to the market. This volatility is something that many had forgotten the feeling of while living through the longest bull market seen in our history. Many have only seen a bull run in their investing lives. While you may be concerned with the balance of your …
Strategies to Remember During Times of Uncertainty Read More »
We all know that relationships are incredibly important in business; however, few businesses are intentional about monitoring and developing of all of the relationships that are most valuable to them. Relationships between team members, customers, and valuable referral sources or “Centers of Influence” (COI’s) are all critical to long-term success, yet companies tend to focus …
“Maintaining” Customer Relationships is No Longer Sufficient Read More »
I’d like to start incorporating charitable giving into my financial plan, but I don’t know where to begin. What are the first steps I should take? Charitable giving is a great way to give back to the communities in which we live. Our nation has a history of charitable giving, and our tax codes have …
When the word “silos” is mentioned in a business context, one thinks about very large corporations that have become so bureaucratic that they are unable to remain nimble. However, all too often silos are created inside even very small family businesses. The genesis of this phenomenon is often grounded in good intentions; after all, it …
Beware of Creating Silos Inside Your Family Business Read More »
