This month’s staff spotlight – Chandler Fish. Chandler is our Office Manager and Compliance Analyst. Can you explain what you do at the firm and what about it do you enjoy most? I am the office manager, as well as a compliance analyst at SWMG. When I am wearing my office manager hat, I am …
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The markets have had another strong run so far this year through the end of September. Expectations of interest rate cuts by the Federal Reserve pushed both stocks and bonds higher over the summer. Stocks tumbled in August after some softness in US economic data. Investors were trying to determine what a Federal Reserve cutting …
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IRA assets cannot be left in an IRA forever. You know that – as many of our retired clients take an annual Required Minimum Distribution (RMD). Where it gets complicated, especially with recent SECURE Act guidance, is when you inherit an IRA. Not only do we help clients navigate these complex rules, we do it …
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A long-time client recently asked, ‘How does your business grow?’ and ‘Are you open to growth?’ We love these questions, and the answer is a resounding yes! We’re excited to grow our practice and have the capacity to welcome more clients—through your referrals! Most of our new clients come from wonderful people like you, and …
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This month’s spotlight is on Jessie Schlanderer. Jessie is a wealth advisor and a key member of our investment team. Can you explain your dual roles at the firm? What do you do in each key role and what about it do you enjoy most? I am both an Investment Analyst and Wealth Advisor here …
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Tax changes are likely to be at play regardless of who wins the Presidency in November. It’s likely that higher taxes will be needed to reduce the Federal debt. Based on historical events, we have been talking to clients about higher taxes for the past few years. The last four Presidential administrations have increased the …
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We are excited to focus this month’s Staff Spotlight on summer intern, Adonis Farah. The team agrees that Adonis has been a wonderful addition to the organization. He is a hard worker, thoughtful, and presents himself with the maturity and professionalism of someone who has been in the workforce much longer. Adonis had the opportunity …
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Nearly 50% of our clients live in or rent more than one home throughout the year. Deciding whether to buy or rent a second (or additional) home is more challenging than ever. With an abundance of options and rising costs in the most desirable locations, the decision can feel overwhelming. Whether you’re dreaming of a …
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The economy so far in 2024 has proven to be stronger than many people expected, thus helping to drive the markets to new all-time highs. This year has been the best start to a presidential election year on record for the S&P 500. Historically, stock momentum has continued in election years after a positive start. …
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We’ve had a few articles in our newsletters this year covering the potential disadvantages of having an estate end up in probate court. First, let me remind you what probate is with a quick definition. “Probate is the process of validating a will. At its core, it is a legal procedure that takes a deceased …
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