Investing Caffeine

MAY 3, 2023

Is Silicon Valley Bank and First Republic Bank the beginning or the end of bank failures? Are you overly concentrated in one asset class, sector, or individual security? If you are over-tilted on one side of your financial boat, it could tip over. Risk Tolerance: What is your asset allocation?

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Investing Caffeine

OCTOBER 2, 2023

Cash in consumer wallets and money in the bank help the economy keep chugging along at a healthy clip. Consumer wallets and balance sheets remain flush with cash as employment remains near record-high levels. More specifically, as you can see in the chart below, the net worth of U.S. households has reached a record $154.3

Economics 52

Economics Economy CFP Government 52

WiserAdvisor

MARCH 19, 2024

Rich individuals do not simply hoard their money in bank accounts. Instead, they strategically allocate their funds to investments that have the potential to generate high returns over time. These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns.

Investing 59

Investing Investments Financial Advisor Taxes 59

Investing Caffeine

JANUARY 2, 2024

You may have witnessed some fireworks on New Year’s Eve, but those weren’t the only fireworks exploding. The last two months of 2023 finished with a bang! More specifically, over this short period, the S&P 500 index skyrocketed +13.7%, NASDAQ +16.8%, and the Dow Jones Industrial Average +14.0%.

Economy 98

Economy CFP Economics Accounting 98

Investing Caffeine

JANUARY 23, 2024

We will delve into a comprehensive market update. Unlock valuable insights at our upcoming webinar: The Keys to ’23 & What’s in Store for ’24! Tuesday, January 30th at 12:00 PM Join us by registering here: [link] Don’t miss out on the latest trends and expert discussions. Register now!

Marketing 52

Marketing Marketing Asset Allocation Banking 52

Investing Caffeine

JANUARY 19, 2024

Drawing from professional and personal life lessons, Wade shares his knowledge about navigating market trends, building investment strategies, and also discuss the books he has authored.

Management 52

Management Investing Investments Marketing 52

Investing Caffeine

APRIL 1, 2022

After a painful start to 2022, the stock market surged last month, with the S&P 500 index gaining a respectable +3.6%, while the technology-heavy NASDAQ index rose by +3.4%. With volatility on the rise, getting caught up in the emotions of the headlines can be challenging for some investors.

Economy 59

Economy Economics Valuation Investing 59