Resource Center

 

Market Commentary

 

Q1|2021 Market Commentary

 

  • Historically, springtime brings many emotions: hope, joy, and excitement just to name a few. The winter cold melts away and spring brings new beginnings. This spring feels particularly significant with the global population anticipating renewal of normalcy from the pandemic. With the hope that vaccines will provide reason for economic liftoff due to pent-up demand, markets have continued higher. The only asset class that struggled in the first quarter was bonds. As inflation expectations increased, bond investors believed rates were too low and therefore began pushing them higher. The Federal Reserve (Fed) controls rates at the short-end of the yield curve, but does not have as much control over the longer-end of the curve.
  • Download full Market Commentary

 

White Papers

Redefining the Retirement Plan
  • Redefining the Retirement Plan is Axia’s guide to trends and strategies that will help employers get the most out of their retirement programs.  Defined Benefit plans and Social Security have been the simple answer to retirement for the past century. Life expectancy has improved though and an added strain has been placed on plan sponsors to help their employees replace their incomes in retirement. Fortunately, employers are equipped with more tools than ever before to help their employees retire with dignity.
  • Download the White Paper

When Should You Claim Your Social Security Benefit?

The SSA highlights some sobering statistics that confirm what studies have shown: most people have not saved enough for retirement. As a result, people are not determining their Social Security benefit timing. Instead, benefits usually begin immediately after gainful employment ends as their savings buffer is limited. For prepared investors, the goal is to make an active decision on benefit commencement.

read more

DOL Fiduciary Rule Takes Effect

On June 9, 2017, the Department of Labor’s Fiduciary Rule went into effect. The rule, also known as the Conflict of Interest Rule, expands the fiduciary definition under the Employee Retirement Income Security Act of 1974 (ERISA). In the simplest terms, the DOL Fiduciary Rule will require advisors to put their client’s interests ahead of their own when giving advice to retirement accounts such as 401(k)s and IRAs. Further, any potential conflict of interest must be disclosed along with a clear statement of the fees and commissions received in exchange for the advice.

read more

Find Our Office

20 East 91st Street, #202
Indianapolis, IN 46240

Talk To Us

Call us toll free
888-609-2942

Local: 317-630-2800

Stay Connected

Sign up for our newsletter & find out what’s new with Axia.