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…