Monthly News

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...

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...

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...

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...

FAFSA: A College Planning Essential With National 529 Day coming up on May 29th, this month is a great time to start thinking about savings options for higher education. We have many clients who are...

Market Update The stock market started off the new year on a positive note following a difficult 2022. After a strong January in the markets, volatility resurfaced in February. Stocks retreated from...

As you know, the recent failure of Silicon Valley Bank and Signature Bank has rattled the markets. Silicon Valley Bank was heavily concentrated on technology start-ups and venture capital firms. Many...

  Snowbird(ing) – It’s a Real Thing… At Stephens Wealth Management, we are committed to supporting clients in all financial endeavors. As collaborative partners, we listen to...

    Financial Resolutions for 2023 The beginning of the year is a great time to set and review your financial goals. Thinking through and creating a plan can go a long way towards achieving...

  Reflections on 2022 and What’s Ahead First, welcome to 2023. We wish our clients and partners a happy, healthy 2023. We have many great plans for the year, including a monthly (vs quarterly)...

The third quarter brought continued market weakness due to concerns about high inflation and the Federal Reserve’s interest rate increases to slow the economy. The Fed has now raised interest rates...

Economic Update It’s been a rocky year for investors for most of 2022 with stubbornly high inflation, rising interest rates, recessionary fears, and the continued war in Ukraine. The market has...

The difficult start to the year for the markets continued into the second quarter with high inflation, global growth fears, geopolitical concerns, rising interest rates and worries that a recession...

Economic Update (Jason Guenther) High inflation, global uncertainty, rising interest rates, supply chain issues and the war in Ukraine have all contributed to this year’s market downturn and negative...

Volatility returned in the first quarter of 2022 after a historically calm 2021 amid war, rising inflation, oil prices and higher bond yields. The markets started the year with a downturn in January...

We have had a much different market experience in 2022 compared to last year. Through the end of the first quarter, the S&P 500 is down 4.6% after ending 2021 near all-time highs. The COVID...

Market Update: Russia Invades Ukraine   The recent market volatility due to the Federal Reserve’s communication of raising interest rates due to inflation has been amplified by recent...

Stocks had another strong year in 2021 with rising consumer demand driven by the reopening of the global economy and record corporate profits. The S&P 500 (US large cap stocks) was up 28.7% led by...

This past year served as a continuation of the bull market, which began in mid-2020.  Stimulus packages from Congress and efforts by the Federal Reserve to provide liquidity boosted the markets.  Once...

Volatility returned to the markets in the third quarter after strong performance in the first half of this year. Stocks finished the third quarter generally lower amid surging COVID cases with the...

For the first time in several months, September has brought more volatility in the U.S. markets.  We had  the first 5% pullback we have seen in many months. Normally we would experience a few...