AS QUOTED IN:
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-quality 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.
Together we focus on goal-based planning, navigating the complexities of dynamic investments and markets. You don't have to go at it alone.
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.
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?
Are your "advisors" discussing tax? Many large brokerage firms prohibit the discussion of taxation, much less the impact and coordination with clients planning assets.
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.
SmartVestor Pro from the Dave Ramsey network. Committed to treating others as a teammate, keeping to the Ramsey Code of Conduct, professional experience, and coachable. Listen, teach, and serve!
Stocks hit 2023 high
Stock market update: December 1, 2023
Stocks are on pace to close out 2023 on a strong note, as several major US market indexes recently set new highs for the year. Here is what’s helping drive the bullish action, and what to look for in the coming week.
Despite new comments from Chairman Powell that the Fed is keeping its option open to once again raise rates later this month, major US market indexes added roughly 1% during the past week. That helped the S&P (9%), Dow (11%), and Nasdaq (9%) surge in November, pushing stocks broadly to or near 2023 highs. With earnings season slowing down, many investors appear to have focused their attention primarily on economic reports and how that may impact the FOMC’s next interest rate decision. To that point, Friday's forthcoming jobs report could help move markets. Among the few major market-moving reports driving stocks over the past week was Salesforce, whose positive Q3 earnings helped boost large caps and the tech sector. In commodity markets, oil prices continued their descent from the September peak, while gold prices surmounted $2,000.