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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-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.
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.
ACCOUNT ACCESS
Customized. Client accounts are custodied at firms like Fidelity, TIAA, and Lincoln. Wise Wealth Partners is an Registered Investment Advisor that works independently of such firms. We are not employed by nor take direction from anyone but our clients. We do not favor one provider over another, simply what is in the clients best interest.
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?
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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.
TOPICAL ARTICLE
Third Quarter 2024
Market outlook: Global expansion broadened and disinflation slowed.
Posted: 7/18/2024 by Fidelity's Asset Allocation Research Team
Key Takeaways
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Markets: Stocks rallied in Q2 led by large cap growth, specifically in the technology and communications sectors. The quarter was a mixed bag for other categories of US and non-US stocks.
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Economy: Economies across the globe expanded, including the US. US inflation in housing and services has persisted while some transitory pressures have receded and stabilized, for instance in supply chains. The job market remained tight and appears to be normalizing from high levels.
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Investments: Growth and large cap US stocks added to gains in Q2 while value, small caps, and mid caps posted negative returns. Emerging markets stocks led outside the US.
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Valuations: US stock prices became somewhat more expensive through the rally in Q2. Most fixed-income categories ended the quarter with yields near long-term historical averages.
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