Post-Tax Day "Get a Grip" Golf Tournament

Axxcess Wealth Management is once again one of the sponsors of this year's Post-Tax Day Golf Tournament on April 16th, 2019. This tournament is an organized, casual, entertaining afternoon of golf with fellow professionals, including CPAs, EAs,…

Lyft files with SEC for long awaited IPO

"We’ve been waiting for a long time and with great anticipation for Lyft to finally file for an IPO. And, boy, the ride-hailing giant did not disappoint. According to documents filed with the Securities and Exchange Commission, Lyft’s…

Stay Ahead Of The Curve By Investing In Next Generation Internet

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Do you remember life before the internet? Back when you had to look up businesses in the Yellow Pages and call your out-of-state relatives to know what was going on in their lives? It really wasn’t that long ago. So much has changed in such…

Stress Testing Your Portfolio

2007 was a landmark year as the 9th of October marked the peak of the stock market (Dow Jones). Crunchy leaves weren’t the only thing beginning to fall in October, though. This time also marked the beginning of a significant decline. Backtrack…

Ever Wonder How Your Portfolio is Actually Doing? Please Meet the Axxcess Wealth New Client App

Axxcess Wealth Client App With the Axxcess Wealth Client App, you can review your portfolio’s performance in great detail and always know where you stand. Track your progress and review your holdings like never before. Download The App…

Make the Future a Reality as an Innovative Investor

Self-driving cars, personal gene mapping, smart robots; these are all things of the future, things that our parents couldn’t even imagine when they were children. But now they are becoming a reality. Today’s visionaries are bringing the…

Human Genomics Investing: Where Healthcare Meets Technology

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There is a revolution happening that will help you and others live longer, better lives. Your medical care will be more personalized, your medication more potent and precise, and we will finally be able to conquer world hunger. This is not a…

ARK Wins Two ETF.com Awards

As your advisor I am constantly researching ways to grow your money. You won’t see me hosting seminars or steak dinners. I started in the wealth management business from the portfolio management side, so I know how the sauce is made. I am…

Athena Global ETF- Feb 13 2018 Update

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Athena Global Tactical ETFs Update With recent market volatility, we have advisors and clients asking about potential position changes to our Global Tactical ETFs portfolio. Tactical managers use different approaches including economic conditions,…

Reflections on recent volatility

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The technical details which appear to have created significant selling last week began in the options market after-hours on Friday, February 3rd and are quite extraordinary. For those who are interested in taking a deeper dive, simply Google…