Optimize Retirement Savings While Working You may know that in addition to providing wealth management services to individuals and families, we support business owners with a variety of retirement savings plans for themselves and their employees. These include cash balance, 401(k), and Simple IRA plans. In total, we provide advisory services to business owners and …
Monthly News
February 2024 Newsletter
Join us for International Women’s Day Every year we try to do something of meaning for our women clients, partners, and community members. This year’s program will be on Friday, March 8th at Warwick Hills Golf & Country Club. Our goal is to build a community of women who are empowered by their financial knowledge …
January 2024 Newsletter
2023 Market Recap & 2024 Outlook Last year was a surprisingly strong year for the stock market driven by moderating inflation and an AI (artificial intelligence) boom. However, 2023 was really a tale of two markets Read More Tax Planning Changes on the Horizon Many of you may be aware of the potential …
December 2023 Newsletter
2023 Highlights As we bring yet another year to a close, our team collectively reflected on the work we’ve done on behalf of and in partnership with clients in 2023. It has been a year of significant change for some Read More Festival of Trees The SWMG team was eager to participate in …
November 2023 Newsletter
Year-End Tips for Financial and Personal Wellness Financial Advisor, Jessie Schlanderer Whether you’re someone who diligently sets and follows your New Years’ Resolutions or are looking to play a little catch-up before the holiday hustle, click below for some tips to wrap up 2023 on a high note: Read More Social Security Updates …
October 2023 Newsletter
Economic & Market Update It has been a generally positive year for the stock market. Most analysts had entered the year forecasting a recession, but the economy has been fairly strong overall as consumers have continued spending. Much of the gains this year can be attributed to a handful of large technology stocks and the …
September 2023 Newsletter
Tax Efficiency – How we Work to Save Your Tax Dollars One of the things that we pride ourselves on is our work with clients on tax efficiency. What do we mean by that? Globally speaking, something is “tax-efficient” if it is taxed at a lower rate than an alternative. Basically, tax efficiency refers to …
August 2023 Newsletter
Financial Planning – Key for Retirees A successful retirement is often looked at as the goal of financial planning. However, the planning process does not end there. In fact, once you retire, there are many key events that a good plan should address and unique sets of challenges that go with them. Read More Financial …
July 2023 Newsletter
The Market Rallies… After a difficult year in 2022, the markets are off to a strong start halfway through 2023. The market rally has been driven in part by the excitement around artificial intelligence (AI) and its potential impact, as well as an economy that’s been resilient. Read more Reflections on our Independence As we …
June 2023 Newsletter
Portfolio Rebalancing: What? Why? When? Have you ever received a Raymond James trade confirmation (or several), and quietly wondered what it was for? It was probably the result of an action I took on your behalf. My name is Jessie Schlanderer, and I am an Investment Analyst and Wealth Advisor here at Stephens Wealth Management …