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…

3D Printing: The Future Of Manufacturing

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Though it took several decades to really catch on, once factories switched from steam power to electrical power, the manufacturing world exploded. Productivity improved, wages improved, and the entire manufacturing landscape was changed for…

What I Do and How I Can Help

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For most people, it’s hard to find the time and resources to build and manage their assets confidently. It can be even harder to know how to integrate your family’s values and wealth management goals into your portfolio and financial strategies…

Stress Test Scenarios

Why I Became a Financial Advisor

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I’m a firm believer that so much in life is learned in the journey. I’ve experienced this myself throughout my career as a financial advisor, and I’ve seen it occur in many of my clients’ lives. My financial advisor journey started…

Axxcess partners with Hidden Levers to create an enterprise portfolio proposal and stress testing center

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n May, Axxcess completed integration of an enterprise solution to provide advisors and clients the ability to stress test their portfolios against a variety of current scenarios, and model how potential trends will influence their wealth. Hidden…

Axxcess Carlsbad expands into a new suite

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xxcess Wealth Management, LLC moves into its new headquarters at 6005 Hidden Valley Rd in Carlsbad. The new suite is upgraded with new network technology, and redesigned interior. We are excited to move into our new space which has been under…

Axxcess finalizes Fidelity IWS custodial relationship

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xxcess added Fidelity IWS (Institutional Wealth Services) to the Axxcess Customized Portfolio Platform to broaden the services available to clients and advisors. Fidelity IWS allows clients to choose Fidelity as their custodian, and enables…

How your CPA can help you navigate the new DOL Fiduciary Rule

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Overview ‍ lan sponsors, as a whole, are unaware that participants pay disparate fees, and service providers, particularly record-keepers that receive revenue-sharing payments, are not going to address it, experts say. It is incumbent…