Kevin S. Proffitt, CFP

Kevin S. Proffitt, CFP

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Kevin S. Proffitt, CFP® is a Wealth Management advisor and Founding Member of Axiom Wealth Management

01/22/2025

I don’t want to ask you questions that make you roll your eyes. Reach out if you’re open to uncovering your financial blind spots using smart, well-rounded, better questions.

Stocks Rise as Market Catches Its Breadth 01/22/2025

Chief Investment Officer Brent Schutte discusses why speculation on the pace of rate cuts by the Fed is likely to continue to play an outsized role in market performance in the months ahead.

Stocks Rise as Market Catches Its Breadth What should be made of the market’s reaction to better-than-expected inflation data?

401(k) Contribution Limits for 2025 01/16/2025

A 401(k) is a popular way to save for retirement, but it’s important you follow the rules—like contribution limits. If you have questions about your plan, let’s connect.

401(k) Contribution Limits for 2025 There are limits to how much you can contribute to your 401(k) each year.

01/15/2025

This is your chance to start a game-changing career. So open the door and join my team. We’ll give you all the tools and training you’ll need. And it’s more than an opportunity to help yourself, you’ll be helping other people reach their goals, too. Message me to find out more.

01/15/2025

This is a concept I can get behind. If you’re looking to talk through all the small steps to feeling better about your finances, I’m only a DM away.

Why an Unbalanced Economy Is Leading to Unbalanced Market Returns 01/14/2025

Chief Investment Officer Brent Schutte discusses how a distorted economy has led to narrow strength in the markets and why investors shouldn’t underestimate the importance of diversification.

Why an Unbalanced Economy Is Leading to Unbalanced Market Returns Distortions in the economy are driving unbalanced returns in the market. But can it continue?

Do the Markets Have a Concentration Problem? 01/10/2025

Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors.

Do the Markets Have a Concentration Problem?  Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors. 

01/08/2025

File these habits under "Thanks, but no thanks, 2025." Want to build better strategies together? Let’s do it.

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