It is not just a routine task, but a strategic necessity to align with your goals As we reach the halfway mark of the year, it's a prime opportunity to assess your financial planning goals and review your investment portfolio. This mid-year check-in is essential for ensuring that you stay on track to meet your financial objectives. The economic landscape can shift significantly within a few months, affecting various asset classes differently. Therefore, reassessing your portfolio allows you … [Read more...]
Protect Against a Scorching Market and Weather
Intense summer heat and hot stock market both demand a careful approach As the first days of summer arrive, the nation finds itself in the grip of two concurrent heat waves: one from the atmosphere and one from the financial markets. While an intense heat dome blankets the Midwest and Northeast, driving temperatures to record-breaking highs, the stock market, led by the S&P 500 and NASDAQ, is also experiencing unprecedented surges. The current heat wave and the buoyant stock market share … [Read more...]
Five Planning Strategies for Turbulent Markets
Market turbulence is a challenge, but also an opportunity if faced head-on In times of economic upheaval, the natural reaction for many investors is to react with fear and anxiety. Market volatility can unsettle the most seasoned of investors, but with strategic planning and a calm approach, it's possible to weather the storm and emerge in a stronger position. Whether it's a downturn in the stock market, fluctuating interest rates, or broader economic uncertainty, certain wealth-planning … [Read more...]
The Fast Rising Tide of AI-Assisted Tax Scams
Planning and preparedness will help safeguard your financial well-being As the 2024 tax season unfolds, investors and taxpayers are facing a formidable new threat that leverages cutting-edge technology to perpetrate fraud. Artificial Intelligence (AI) has become the latest tool in the arsenal of cybercriminals, enabling them to create lifelike images and convincing videos that impersonate taxpayers. The goal? To deceitfully claim tax refunds that rightfully belong to others. This surge in … [Read more...]
Avoid These 5 Things When Markets are Peaking
Tips to navigating stock market peaks from the wise words of Warren Buffett As the saying goes, "what goes up must come down." In the world of investing, this adage holds true, especially during times when stock markets are reaching new peaks. While it's tempting to ride the wave of euphoria and make impulsive decisions, seasoned investors like Warren Buffett advise caution. Here are five things to avoid when stock markets are peaking, along with wisdom from the Oracle of Omaha himself. 1. … [Read more...]
Steady Federal Reserve Rates are Good for Us
It’s a calculated strategy to help ensure long-term stability for the economy As a financial advisor, my goal is to navigate the ever-changing economic landscape to identify opportunities and strategies that benefit my clients. A topic of recent interest among investors is the Federal Reserve's decision to maintain current interest rates, rather than pursuing a lowering strategy. While this may initially seem like a cause for concern, a closer examination reveals that steady rates have … [Read more...]
April Newsletter
WTIA April 2019 Newsletter … [Read more...]
February Newsletter
WTIA February 2018 Newsletter … [Read more...]