Axiom Wealth Strategies

Axiom Wealth Strategies Wealth can mean many things. At Axiom Wealth Strategies we empower families to build true wealth in its broadest definition.

Introducing George Luke... One of our newest Financial Advisors:
11/18/2024

Introducing George Luke... One of our newest Financial Advisors:

Meet George Luke. Associate Financial Advisor at Axiom Wealth Strategies. George is dedicated to his family and deeply curious/caring about many things. H...

Long and detailed... around the Secure 2.0 Act recently passed December 2022.
03/01/2023

Long and detailed... around the Secure 2.0 Act recently passed December 2022.

What is Secure 2.0? In this video Neal and Robert discuss the various features of this new piece of legislation. Although through, this video is not meant ...

Assuming the obvious truth was not already known... what would you be willing to pay?
02/23/2023

Assuming the obvious truth was not already known... what would you be willing to pay?

The importance of Core Values
02/18/2023

The importance of Core Values

In this Video Neal describes the Axiom Wealth Strategies Core Values and their importance to planning as well as any good relationship. If these Core Values...

I read this quote recently and thought I would share it... reminded me of why I named my firm Axiom Wealth Strategies...
02/17/2023

I read this quote recently and thought I would share it... reminded me of why I named my firm Axiom Wealth Strategies...

12/28/2022

One of the Core Values here at Axiom Wealth Strategies is "Curiosity." With that in mind I had this post created:

Curiosity is the desire to learn and explore new things, and it is an essential core value for personal and professional growth. When we are curious, we are open to new ideas and perspectives, and we are more likely to seek out opportunities to learn and expand our knowledge.

One of the benefits of cultivating a curious mindset is that it helps us to stay engaged and motivated in our work and personal lives. When we are curious, we are more likely to ask questions and seek out answers, which can lead to a greater sense of purpose and fulfillment.

Curiosity also helps us to be more adaptable and open to change. When we are open to learning new things, we are better able to adapt to new situations and challenges. This can be especially valuable in a fast-paced, constantly changing world where the ability to learn and adapt is crucial.

In the workplace, curiosity can lead to innovation and creativity. When we are open to new ideas and approaches, we are more likely to come up with creative solutions to problems and challenges. This can help us to stand out in our careers and make a greater impact.

Overall, curiosity is a valuable core value that can lead to personal and professional growth, innovation, and adaptability. By cultivating a curious mindset and embracing opportunities to learn and explore, we can enrich our lives and make a positive impact in the world.

Note: this was created with AI (Artificial Intelligence)... We are about to enter a new world.

Should I save for Retirement or Education?
07/06/2022

Should I save for Retirement or Education?

College and retirement require serious savings. Is it possible to save for both?

Be brave.  Be Coragous.  Test your assumptions.  Desire to know what is really real and truely true.
04/19/2022

Be brave. Be Coragous. Test your assumptions. Desire to know what is really real and truely true.

If not, you could learn a new fact about the markets

How accurate is our sense perception?  It's an ancient question... how well do we know what is... does the oar really be...
04/12/2022

How accurate is our sense perception? It's an ancient question... how well do we know what is... does the oar really bend when it’s placed in water? Possibly, fear that we aren’t seeing reality is the only 'good' fear. Take this quiz to find out if the oar is really bent.

Test your knowledge with a 7-question quiz!

Emotions are part of being human, and if your concerned about the markets you aren’t alone.  However, taking a moment to...
04/05/2022

Emotions are part of being human, and if your concerned about the markets you aren’t alone. However, taking a moment to verify our assumptions is always healthy. Curious to know? Take a 2 minute quiz.

Take a 2-min. quiz & see if you really know the basics

There is a saying in the financial world that the Bull walks up the Stairs and the Bear jumps out the window... how accu...
03/29/2022

There is a saying in the financial world that the Bull walks up the Stairs and the Bear jumps out the window... how accurate do you think this saying is? Take the quiz and let me know.

Test your brain on the fundamentals with a fun quiz

Now is the time.
03/28/2022

Now is the time.

Do you know how much risk is in your portfolio? Find out. Take a short quiz to start.

Address

243 SW Scalehouse Loop Ste 3B
Bend, OR
97702

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5am
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 7pm

Telephone

+15417281285

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