April 2024 Newsletter

Q1 Market Insights

The markets had a strong start to the year, with the S&P 500, Nasdaq, and Dow Jones each hitting all-time highs in the first quarter. In fact, the S&P 500 has reached 17 new record highs so far this year. The economy has remained resilient with low unemployment, strong consumer spending, and healthy household and corporate balance sheets.

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To Trustee or Not to Trustee

This article is intended to provide information about this particularly important role and some alternatives if it turns out not to be for you. Simply said, being a Trustee comes with a lot of responsibility. f you missed signing up for this highly

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Business Owner Tax Tips

These tips are worth a look before you file.

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IWD Celebration

On March 8th, we had the opportunity to celebrate International Women’s Day with several women clients, friends, and community members. This annual event is celebrated by women all around the world.  The link below will take you to an article that outlines our event.  Additionally it includes pictures as well as the presentation.

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Should I Update My Estate Plan?

As those of you who have gone through the estate planning process know, there are a lot of details. Roles to fill. Decisions to be made. Documents to gather or update at your bank, mortgage company, etc. Despite the relatively high level of effort, the outcome allows us to feel a sense of relief in that the people, organizations, and even pets that we care about will be taken care of in the event of our disability or death.

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Disclosure

*Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment, investment strategy, or product. (Including the investments and/or investment strategies recommended or undertaken by Stephens Consulting, LLC. Doing business as Stephens Wealth Management Group (SWMG). Or any non-investment related content, made reference to directly or indirectly. In this material will be profitable, equal any corresponding indicated historical performance level(s). Be suitable for your portfolio or individual situation or prove successful.

Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. You should not assume that any discussion or information contained in this material serves as the receipt. Of, or as a substitute for, personalized investment advice from Stephens Consulting.  Please remember that if you are a SWMG client, it remains your responsibility to advise us, in writing, if there are any changes in your personal/financial situation or investment objectives. For the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to your individual situation. You are encouraged to consult with the professional advisor of your choosing.

SWMG is neither a law firm nor a certified public accounting firm and no portion of this article’s content should be construed as legal or accounting advice. A copy of SWMG’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Links are being provided for information purposes only. SWMG is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. SWMG is not responsible for the content of any website. Or the collection or use of information regarding any website’s users and/or members. Important Disclosure.

Please Note: Stephens Wealth Management Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SWMG’s website or article or incorporated herein and takes no responsibility for any such content. Such that information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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