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Our objective is to design a portfolio that helps you reach your goals without the normal volatility you would expect from the markets.
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We can help you setup and manage 401(k)’s, SEP’s, and Simple IRA plans.
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Most people already have savings, investments, and retirement funds, but they don’t have a plan.
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We can help you manage your 401K AND INDIVIDUAL RETIREMENT ACCOUNTS.
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Financial planning during divorce is stressful. We can help you make better informed decisions for your long term future.
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Fee-only, Independent & Objective Advice
We start by listening to you; your dreams, your goals, and your wealth planning needs. We work with you to lay out the framework and then prioritize what’s important to you. We then develop a financial and investment plan that fits your lifestyle. Our strategies were designed to help you gain confidence in your financial decisions which may give you freedom from unnecessary stress and can help move you closer towards your ultimate success. Your success is our goal.
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Market Commentary
July 2024
Well, the first half is over, and it was pretty decent. Looking forward to the second half!
The markets have been pretty consistent this year, (excluding the small dip in April-cash for taxes…), and we might see a decent summer this year. It seems the market is positioning for which party will win in November. They don’t know who will win but will still trade like they do.
The hot chip market has started to cool a little. I think a lot of the newest investors in this sector may not understand that you don’t replace chips very often… and that “AI” is not all it’s cracked up to be. AI couldn’t even handle a McDonald’s drive thru. Of course, we have had AI for years. Microsoft Office, for instance, always trying to change things for you. (obnoxious!) Many manufacturers have used AI and lasers in manufacturing processes since the seventies. So it’s nothing new. I think many people are looking at the novelty more than real use. So I don’t get much excited about it….
Please call if you have any questions or concerns.
Laurence E Menna, CFP®, AIF®
Financial Advisor
This commentary reflects the personal opinions, viewpoints and analyses of the WealthTarget Investment Advisors, LLC employees providing such comments and should not be regarded as a description of advisory services provided by WealthTarget Investment Advisors, LLC or performance returns of any WealthTarget Investment Advisors, LLC client. Investments in securities involve the risk of loss. Past performance is no guarantee of future returns.
WealthTarget Investment Advisors, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where WealthTarget Investment Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WealthTarget Investment Advisors, LLC unless a client service agreement is in place.