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Forest of trees with autumn leaves

September Newsletter

It’s Sweater Weather!

Where did the summer go? We hope you had a fun one and that you found time to take a staycation or actually get away. We also hope you and your loved ones are remaining healthy and safe as we approach what will likely be an overlap of flu season and COVID concerns. Autumn officially begins on September 22. So get ready to pull out the sweaters, carve a pumpkin, enjoy your favorite football team or maybe connect with nature. It’s a great time to explore before the colder weather nudges us indoors.

Axiom News

Axiom services a wide range of clients, while offering specialists in every area of finance.

Whether you’re an individual investor, a family enterprise or an entrepreneur, Axiom has a team member to help you realize your goals and build your dreams. In this podcast with Andrew Aebersold, CEO of Mediaura, a full-service digital marketing agency, Axiom CEO Vaughan Scott discusses a multitude of topics—from cryptocurrency to the advantage women have in the financial industry to transferring wealth to the next generation. Listen to the podcast

Retiree Tips
Long-term care requires a plan. We can help.

Planning for long-term care is a very important part of your future. Having a specific plan will not only benefit you, but will also be a comfort to your family. Taking a methodical approach to elder care means having a clear idea of what you would want and then communicating those wishes to family members and your advisors. The more they know about your vision for your later years, the more likely your plan will be achievable. Finally, make sure you include a way to fund your vision. Nationwide, one of our leading insurance carriers, offers some excellent guidance here to help you make a successful plan.

Parenting Pointers
With age, comes important forms for your child to fill out.

You may have a child heading off to college or one moving out on their own for the first time. The fact is, once they turn 18 years old, there are all sorts of forms that should be filled out. These include health forms, which would give you access to urgently needed records or the power to make critical medical decisions. There are also forms to allow you to view a student’s grades or make financial determinations on their behalf. You never know what the future will bring. Here are some tips from a website aptly named “Grown & Flown.”

Kentuckiana Happenings

Gaslight Festival Week – Over 135 arts and crafts vendors from across the country showcase their talents. The festival also hosts a balloon glow, motorcycle rally, car show, golf scramble, 5K and a parade. The festival is centered in the small-town ambiance of Gaslight Square in Jeffersontown. September 12-19.

Anchors Away Friday – Start your weekend off with a cruise down the Ohio River aboard the “Belle of Louisville.” The hour-and-a-half ride is the perfect place to unwind and enjoy the scenery. Cruises continue through September 24.

The “Other Side” of the Axiom Team
In our series introducing you to the more personal side of our team members, this month we’re featuring Dax Whitehouse. Dax is our new Managing Director of Family & Business Advisory Services. 

How do people come to the decision they need to work with someone like you?
“I think many times they have not gone through this type of process or they think they have, but actually they may have had an advisor who “softballed” things and did not address the real, underlying issues.”

What is the best business advice you’ve ever received?
“Two things come to mind: ‘Leaders get paid to have effective conversations.’ Words and the way you use them matter and affect your success. And the second is from Admiral Stockdale, who survived nine years in a POW camp. He stressed, ‘You must maintain faith that you’ll succeed, while at the same time deal with the most brutal facts of your current reality.”’

To read more on The Other Side of Dax Whitehouseclick here.

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