Category: News
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Goldman Sachs 2018 Investment Outlook
Weathering Heights: We expect the global expansion to continue in 2018 and to carry global equities to new highs. However, we anticipate more risks along the way as markets will need to navigate a deceleration in the pace of growth, central bank tightening and the potential for renewed China fears. You can view the…
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Happy Holidays and Holiday Hours Post
We wish you a very Happy Holiday season and a peaceful and prosperous New Year from all of us at Axxcess Wealth. Please note our holiday office hours: Friday, December 22, 2017 – Office Closing at 12:00pm Christmas Day 2017 – Office Closed Friday, December 29, 2017 – Office Closing at 12:00pm New Years Day…
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Billing Update and RMD Post
Hello Advisors, As 2018 is quickly approaching, we must begin if we haven’t already, talking with clients about their Required Minimum Distributions. Schwab calculates all IRA RMDs so please utilize your Schwab Institutional login to begin preparations. On another note, Axxcess has officially begun preparations for Q1 2018 billing! Please note that the first business…
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Recap of Axxcess Wealth Management 2017 Annual Meeting
We wanted to take a moment to thank you for joining us at Cape Rey in Carlsbad for our annual meeting. We covered a lot of our new technologies and efficiencies which will help to grow your business and enhance your client’s experience. If you would like to review the prezi presentation we shared on the…
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Axxcess Wealth End of Year Meeting
Axxcess Wealth Management’s mandatory end of year meeting is approaching quickly. We have a few important notes. Please bring a laptop or tablet. We will be providing WiFi. There will be an hour-long reception right after the meeting. If you have not yet confirmed that you will be at the meeting, please email Theresa at…
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WarRoom: Future of Energy (CFP CE Credit)
Oil’s importance is falling – we all know it. With OPEC influence fading, many countries are eliminating combustion cars and alternative energy sources are in vogue. Investors must prepare for a coming reality: the sun is setting on the petroleum industry. – Has fracking put a ceiling on Oil prices? – What could replace Oil as…
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Axxcess Wealth Management Mobile App
We are excited to announce the launch of the Axxcess Wealth Management client mobile app. Now your clients can access their account information and balance from their mobile devices. The app is now available for all Android and Apple devices. Follow the links below to take the app for a test drive. Please contact Theresa…
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EC Is Working on a Fiduciary Rule Proposal
The next step in establishing a uniform fiduciary standard would be a rule proposal, and the Securities and Exchange Commission is working on one, said Chairman Jay Clayton, testifying before the House of Representatives’ Committee on Financial Services on Wednesday. The agency is coordinating with the Department of Labor, whose fiduciary standard already went into effect…
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Climate Disasters: Costs Outweigh GDP Gains
Hurricanes Harvey and Irma caused between $150 billion and $200 billion in damage to Texas and Florida, but what does that mean for our economy and your clients? According to HiddenLevers past hurricane damage has not been substantial enough to impact the overall US economy, and rebuilding can actually boost the GDP. If these frequent storms start…