Advocate Wealth Solutions

Meet The Team: Your Financial Advocates We believe in building strong relationships with our clients, uncovering their unique needs, and crafting personalized financial solutions that align with their goals. We aren't just financial advisors; we are your partners in achieving financial success and the retirement of your dreams. #financialplanning #teamphoto

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level. #FinancialSuccess #WealthManagement #SixFigureIncome

It's #NationalAuthorsDay , have you checked out Greg's book yet? He was invited by Jack Canfield (of Chicken Soup for the Soul fame) to write a chapter of the book 'The Recipe for Success'. It features some of the most prominent entrepreneurs and professionals from around the world. Would you like a free copy? Let us know. We have a few available in our office! #book #author

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Do global and international mutual funds complement or conflict with each other?

As we near the end of the year many people start sharing the same concern; “how can I pay less in taxes next year?” There are several different tax-saving strategies out there but one that all investors should be familiar with is tax loss harvesting. What is it? Put simply, it helps to minimize the taxes you owe on your investments by strategically selling certain stocks to offset gains with losses. There are generally three steps involved with tax loss harvesting. 1. You sell an investment that is losing money. 2. Use that loss to reduce your taxable capital gains up to $3,000 per year. 3. Reinvest the money from the sale in something else that coincides with your overall asset allocation strategy. Have you taken advantage of this strategy? If not, give us a call at 614-408-0004 and we can discuss how it could benefit you next year. #taxlossharvesting #taxstrategies #taxplanning

When it comes to choosing the right investments, here's the truth: there’s no single “best” option. And that’s actually a *good* thing. Just like you wouldn’t wear one-size-fits-all clothing, you shouldn’t expect one-size-fits-all investing. Your financial plan should be as tailored to you as your wardrobe—based on your needs, your goals, and your lifestyle. Ask yourself: - Who am I as an investor? Are you cautious by nature or a risk-taker? - What kind of future do I want? Simple or extravagant? Always trying new things, or staying in your comfort zone? - When will I need access to my money? Are you starting a new business or buying a house soon? Or do you not need to bulk of your savings until retirement? - Where do I see myself in 10 or 20 years? You need to ensure you’re investing for long-term growth to reach your long-term goals. - Why am I investing in the first place? To help send kids to college? To retire? To see the world? - How will I pay for the retirement I envision? Regardless of your other goals, there’s probably going to come a time when you want to stop working. But you can’t just pick a day to not show up at work. Retirement creates a massive lifestyle change, one that will be quite upsetting to your finances if you don’t prepare for it. These are the questions that should shape your investment choices, and ultimately who you choose to be a part of your team, not the latest trends or media buzz. #Investing #FinancialPlanning #RetirementPlanning

This message provides a look at how variable rates of return impact investors over time.

The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation

How many ways can you pay for college? Loans, grants, savings and investments, to name a few. #PayForCollege