Elevated Wealth Advisory

🗳️ How Will the Presidential Election Impact Your Investments? 💸 Every four years, uncertainty about the next president and their policies leads to more uncertainty in the minds of investors. 2024 is no exception, given the extraordinary move by a sitting president to withdraw from the race. ✅ Andrew Kacz created Elevated Wealth Advisory's Guide to Election Season to answer the most commonly asked questions we hear from clients during an election year. Download the Guide Here ➡️ https://lnkd.in/gKkKwv9S

WILL THE FED CUT RATES?✂️💵 🏦The Federal Reserve's interest rate decisions remain a focal point for markets. While the timing and size of rate cuts are the subject of debate, why the central bank is cutting rates and how the full rate cut cycle might play out are far more important. This is because the implications are not as straightforward as they might seem, and market expectations have shifted dramatically over the past year. 💰What should investors know about how rate cuts have historically impacted the economy and markets? Check out this video with Andrew Kacz for more info: https://lnkd.in/gT6fB-WS

🗳With the presidential election just two and a half months away, the candidates’ economic policy platforms are only now beginning to take shape. 📉This late unveiling has some investors concerned about how each policy platform might impact the economy and financial markets. As with all elections, the perceived stakes are high, and with greater political polarization in recent years, emotions are running as hot as ever. 💰In this challenging environment, what do investors need to know in the months ahead to prevent their political concerns from negatively affecting their financial plans? 📽Learn more in this short video with Andrew Kacz https://lnkd.in/ggWy4jyk

Perspective on the Fed and Market Sell-Off📉 💵 To paraphrase Ernest Hemingway, shifts in the stock market often occur “gradually, then suddenly.” Over the past month, the market has rotated from large cap technology stocks to small caps and other sectors. Following the latest jobs report, however, global stocks experienced a sharp pullback due to concerns over the timing of Fed rate cuts, a weakening labor market, and disappointing tech earnings. Financial markets are on edge as investors adjust to a changing economic landscape. Specifically, the Nasdaq is now in correction territory, defined as a 10% decline from recent highs. The S&P 500 has pulled back 5.7% from its high three weeks earlier, while the Dow has been steadier with a decline of 3.5%. The VIX, often described as the market’s “fear gauge,” has surged to its highest level since early 2023. The 10-year Treasury yield has now fallen below 3.8%, a sharp decline from 4.7% only three months ago. Ironically, current macroeconomic conditions – inflation returning to 2%, low but rising unemployment, falling interest rates, and double-digit stock market gains – are exactly what investors had hoped for at the start of the year. Now more than ever, investors need perspective to navigate markets and stay on track to achieve their financial goals. How should investors view recent stock market swings as they position for the coming months? Learn more in this short video with Andrew Kacz https://lnkd.in/gBW8xehc

💡 Save Money by Reviewing Your 1099-DIV! 💡 Are you keeping the most out of your investments? 📈 In this video, Andrew Kacz dives into why reviewing your 1099-DIV is crucial for saving money: 🔍 Understand your dividend income 💰 Identify potential tax savings 📊 Make informed investment decisions Don’t miss out on maximizing your returns and taking control of your financial future. 💪 #taxes #taxseason #financialfreedom #personalfinance #financegoals #wealthbuilding #wealthmindset

As the #PresidentialDebate season kicks off, the current and former presidents’ divergent approaches to taxes will be on display. Naturally, this is a controversial topic fueled by strong political views on our nation’s priorities, government spending, entitlement programs, fairness around taxation, and much more. While taxes affect all parts of our financial lives, their impact on the stock market is not what many might guess. As the rhetoric from both sides of the aisle heats up, how can investors stay level-headed and stick to their long-term #financial plans? Here's a short video to learn more🎦 https://lnkd.in/geUkX3uD

📊🔍 Are you making the most of your 401k? Understanding how to allocate your retirement funds based on your tax bracket can significantly impact your financial future. Work with your financial advisor to optimize your 401k and maximize your savings. Don't miss out on these crucial tips from Andrew Kacz on how to take control of your retirement planning! #401k #RetirementPlanning #TaxBracket #financialfreedom

See what Andrew Kacz thinks as soon as he hears, 🗣"I make too much money for a ROTH IRA."

Rethinking Retirement: New Perspectives

Here's what savvy investors took away from Q4 2023