KWB Wealth

EXCITING NEWS!🎉 KWB made Forbes' SHOOK Research “Best-in-State Wealth Advisors” list again for 2024! We are honored to be ranked #6 in the Southern California region for this year. Congratulations team! Click the link below to view our Forbes List profile https://ow.ly/PySJ50Rls60 #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #ForbesTopAdvisor

🚀 The U.S. stock market's bull run has continued, fueled by the American economy's surprising strength as it recovers from high inflation. 💪 Strong retail sales data and better-than-expected corporate earnings have bolstered investor confidence, with the major indexes gaining for the sixth straight week. 📊 Analysts remain optimistic about the market's prospects, noting this "unique" bull market's relative youth and broad-based participation. Tap the link below to continue reading this week's market commentary! kwbwealth.com/wmc-10-22-24 #BullMarket #EconomicRecovery #WeeklyMarketCommentary

As we head into the home stretch of the election season, policy debates are heating up! 🔥 In this newsletter, we dive into key proposals from both Trump and Harris, like tax-free tips, banning price gouging, and increased child tax credits. 💡 But remember—election year market volatility is normal, so stick to your long-term plan! 🇺🇸 Tap the link to read our Quarterly Newsletter now! https://lnkd.in/g3Zm7VSx #Election2024 #MarketUpdate #FinancialPlanning #PolicyMatters #StayTheCourse #StayInvested #MarketUpdate

Big wins for the markets last week! 🚀The S&P 500 hit a record above 5,800, and all major indices gained over 1%! Plus, inflation cooled, wages grew, and the economy surged with a 3% growth in Q2. 🌟💼 Tap the link below to read this week's Market Commentary! kwbwealth.com/wmc-10-15-24 #MarketMilestones #StockMarket #EconomyUpdate #Growth #InvestSmart #FinancialNews

Just wrapped up an amazing team offsite in Palm Springs last week! It was fantastic to come together, share our vision, and set our goals. Thank you, Lightyear Leadership, for helping us have these transformational sessions; it's essential that we take the time to invest in ourselves. These discussions are crucial for us to better serve our clients and help them achieve brighter futures. Here’s to many more successful collaborations! 💼🌟 #TeamWork #VisionAndGoals #ClientSuccess #BrighterFutures

Unlock the secrets of 401(k) plans! 🔐 Traditional vs. Roth: Which one fits your financial picture? 🤔 Learn the tax implications and make smarter choices for your retirement.💡 Tap the link below to watch the full video now to boost your financial IQ! 📈🧠 🔗https://lnkd.in/gd966NZy #RetirementPlanning #401k #FinancialLiteracy #TaxStrategy #InvestmentTips #RothIRA #MoneyMatters #FinancialFreedom

Investors experienced a rollercoaster ride in Q3 2024, with major U.S. stock indices fluctuating in response to economic data 🎢📊. Despite short-term dips, the quarter ended on a high note, demonstrating the potential rewards of weathering market volatility 🚀💡 Tap the link below to read this week's market commentary! kwbwealth.com/wmc-10-7-24 #MarketVolatility #InvestorInsights #StockMarket #EconomicData #InvestmentReturns #FinancialRollercoaster #MarketResilience #LongTermInvesting

Unlock the secrets of Medicare's IRMAA with Diana Sailler's eye-opening blog!💡 Discover how your income impacts your premiums and learn game-changing strategies to keep your healthcare costs in check. 🛡️💼 Check out Diana's tips and take control of your Medicare expenses today! 🚀💪 Tap the link below! https://lnkd.in/gykptxYi #MedicareExplained #IRMAAGuide #HealthcareCosts #RetirementPlanning #FinancialWellness #MedicarePremiums #SeniorFinances

It's time for KWB's annual offsite! Our offices will be closed Thursday, October 10th and Friday October 11th, for two full days of team building, morale fostering, and big picture strategy and goal creating!🙌 Give us a call today if you anticipate needing funds, documents, questions answered, as our phone and email availability will be limited. Thank you for your understanding and support!🌳🌟

KWB was thrilled to sponsor and attend Volunteers for Veterans Foundation's Stand Up Comedy supporting the Veterans and Military Community! 🎉 Kerry, Lisa, Rachel, Stu, and Leslie had an amazing time supporting a great cause! ❤️ 🇺🇸 The Volunteers for Veterans Foundation (VFVF) supports California veterans and active service members by addressing unique needs through direct assistance and collaboration with other nonprofits. 🤝 Originally starting as a car show fundraiser, VFVF has been dedicated to serving the veteran community for over 34 years. 🇺🇸