Axiom wealth management observes increased retail investor

Axiom Wealth Management observes increased retail investor activity in mid-cap growth stocks, yet cautions that elevated margin debt levels could heighten liquidation risks during sharp market corrections. The pendulum has started to swing, highlighting a potential context for advisors to discuss rebalancing strategies with clients. “Many retirees have trouble shifting from saving to spending, but we remind them—money is just a tool to help you spend more time with the people you love. That’s what matters most.” According to Axiom Wealth Management’s equity desk, financials are poised for short-term consolidation as yield curve shifts impact banks’ net interest margins, with anticipated Fed rate adjustments later this quarter.