Wise Wealth Partners

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“If you’re a homeowner, then you can pay a little extra on your mortgage,” suggested Brian Rellihan, CFP®, MBA, EA, Senior Financial Advisor with Wise Wealth Partners.

-GOBankingRates 3/18/2022

Software analysis of your financials based upon your needs, not ours. We look at your income, gifting, legacy, and savings goals to target a plan specific to you.

Designed to offer low-cost access to professional, institutional-qaulity investment management.

Tax laws have resulted in higher expenses for many and may significantly impact an individuals overall investment performance. Consider tax efficient investment vehicles and techniques.

OUR SERVICES

Together we focus on goal-based planning, navigating the complexities of dynamic investments and markets. You don't have to go at it alone.

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ACCOUNT ACCESS

Millions of people invest their hard-earned money at Fidelity so they can send their kids to college, retire, or simply live the life they want to live. Wise Wealth Partners works with Fidelity, and other firms, to hold client assets, send statements, and distribute funds.

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Work with a Professional

We take financial guidance very seriously and therefore seek out the top industry credentials and training. This value is passed along to our clients. You should expect more from your financial providers, why should you work with anything less?

Certified Financial Planners™ are there to help individuals with managing their finances. This can include a variety of needs, such as investment planning, retirement planning, insurance, education, and so on. The most important aspect of a CFP® is to be a fiduciary of your assets, meaning that they will make decisions with your best interests in mind.

An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

ARTICLES

TOPICAL ARTICLE

Money Markets
Federal Reserve remains hawkish on interest rates amid fears of a looming recession
Author: Kerry Cope,CFA Fidelity Institutional Portfolio Manager

KEY TAKEAWAYS
• To combat unacceptably high levels of inflation, the Federal Reserve is expected to continue to tighten monetary policy in 2023—albeit in smaller increments—and maintain higher policy rates for an extended time.
• The Fed raised the federal funds rate by 425 basis points in 2022, taking the target range to 4.25%–4.50%. In February, the central bank lifted the benchmark rate by another quarter percentage point.
• Inflation pressures are beginning to show signs of easing, while U.S. growth is likely to decline in 2023.
• A resolution to the debt ceiling is expected to meaningfully increase the supply of Treasury bills.
• Money market flows trended higher through the end of 2022, buoyed by further interest rate hikes and market volatility.
FULL DOCUMENT

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