REDW Wealth Management

REDW Advisors & CPAs has announced that Phoenix-based firm Hatcher Financial has joined REDW, increasing REDW’s Phoenix office to 114 team members and nearly 350 team members across its national and international footprint. 🌵👣 Through the acquisition, Hatcher Financial, which provides tax and accounting services as well as a suite of wealth management and financial planning to its clients, will join REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW Advisors & CPAs with more than $1 billion in assets under management. Read more 💻 https://lnkd.in/guAj3-XQ

In our latest economic update, REDW Wealth Management's Daniel Yu, CFA, CFP provides his latest analysis of the current economic landscape. Is the economic glass half-full or half-empty? Key insights include: 💼Job Growth: The economy added 206,000 jobs, surpassing expectations. But what sectors are driving this growth? 📈Inflation Trends: Core PCE, the Fed's preferred inflation measure, is trending downward. What does this mean for future rate decisions? 📉Services vs. Goods: Why is the decline in inflation rates skewed towards goods, and how might this impact the Fed's strategy? 🔧Manufacturing and Services Indices: Both are now in contraction territory. What are the implications for the broader economy? ✂️Rate Cut Potential: Is a September rate cut on the horizon?  As we navigate these complex economic waters, staying informed is crucial for making sound financial decisions.  Read the full update here: https://lnkd.in/gfCsFx2w #EconomicOutlook #FinancialPlanning #MarketInsights #FederalReserve #InvestmentStrategy #WealthManagement

📊 Economic Update: U.S. Holds Steady as Canada Cuts Rates In our latest blog, Senior Wealth Advisor and Economic Strategist, Daniel Yu, CFA®, CFP®, AIF®, analyzes the Federal Reserve's recent decision to maintain interest rates and its potential impact on the U.S. economy. Key insights: Job market remains strong with 272,000 new payrolls Manufacturing contracts while services expand International trade growth signals positive global economic activity As other G7 nations consider rate cuts, how will this affect the U.S. dollar and global markets? Read the full analysis to stay informed on economic trends. https://lnkd.in/gykh8pAX #EconomicOutlook #FederalReserve #FinancialPlanning #REDW #REDWWealthManagement

📰 New blog post! Economic Update - Rate Cuts to Be Shelved by The Fed 📉 In his latest analysis, REDW Wealth's Daniel Yu, CFA, CFP breaks down the recent PCE report, GDP numbers, and other key economic indicators. 🔍 Key takeaways:  ✅ Both headline and core PCE inflation remain sticky at 2.7% and 2.8% YoY  ✅ Real disposable income growth projected to slow to 0.4%  ✅ GDP up 1.6% in Q1, but job growth and ISM indexes show signs of weakening   The Fed will likely hold off on rate cuts until September, focusing on bringing inflation down through other means. 💡 Read the full blog post for more insights: https://lnkd.in/gZ_Temfw

👾Cybercrimes are on the rise and your financial information could be at risk. How can you protect what matters? Join REDW's Cybersecurity and Wealth Management teams for our (must-attend) webinar to learn more about shielding your personal and business finances. On May 15th, you'll learn: 1️⃣ Steps to prevent #FinancialFraud🛡️ 2️⃣ Steps to prevent #IdentityTheft🔐 3️⃣ How to spot the latest cybercriminal tactics🕵️♂️ REDW's panel of cybersecurity and financial planning professionals are here to help you safeguard against becoming a victim. 🥷 Stop Cyber criminals before it's too late! Register now👉 https://lnkd.in/gFusatfM

📢 In the latest Insight in Indian Country podcast, Wesley Ryan Benally, CPA and Paul Madrid, CFA, CFP®, AIFA® discuss the unique challenges tribal fiduciaries face in managing employer-sponsored retirement plans. 📈 Key takeaways: ✅ REDW's retirement plan sponsor scorecard helps Tribes assess their plan management ✅ Investment policies, goals, and education programs are crucial areas to focus on ✅ Accredited investment fiduciaries play a vital role in reducing risk Listen now and learn how to strengthen your retirement plan! 🎧  https://lnkd.in/gTxZ-BtR #TribalFinance #RetirementPlanning #FiduciaryResponsibilities

🚨 Inflation Resilience and Weak Earnings: The Fed's Case for Keeping Rates Higher Longer 🚨   The Federal Reserve faces a balancing act as it seeks clear signs of sustainable inflation cooldown. 📉 Recent CPI and PPI trends, along with mixed signals in real earnings and retail sales, support the case for holding rates steady on March 20th. 📆   Will the Fed push out the date for expected cuts or reduce the number of expected cuts? 🤔 The path to a soft landing remains uncertain, but the Fed's vigilance in monitoring inflation and economic growth is crucial. 🔍   Read our latest blog post for an in-depth analysis of the current economic landscape and the Fed's potential next moves. 🏦📊 https://lnkd.in/dYUQDH8t  #FederalReserve #InflationOutlook #InterestRates #EconomicGrowth #MonetaryPolicy #Finance #Investing

🆕 #Retirement contribution & distribution updates for 2024! 📈Take advantage of new opportunities like emergency savings accounts and age-based contributions. Details within: https://lnkd.in/giQDPgtN  ✨ #RMD #investing #SECUREAct

🔍 Seeking expert insights on navigating the complexities of the SECURE Act 2.0? Look no further! Our trusted advisors at REDW Wealth Management, Robert Elzholz CFP®️, AIF®️, CRPC®, AAMS®, and Christine Papelian, CFP®, CWS®, CDFA®, EA, are here to guide you through the latest updates affecting retirement plans. 💼💡 With years of experience in wealth management and a deep understanding of the SECURE Act, our team is dedicated to helping plan sponsors optimize their retirement programs. From deciphering the intricacies of the Emergency Savings Act to strategizing employer matching of student loan payments and ensuring compliance with LTPT eligibility, we're here to make it easier for #plansponsors to make the most of these updates. Reach out to us today to explore personalized solutions tailored to your business needs.  https://lnkd.in/gSDjfjPR 

What economic trends are you analyzing most right now? 🤔 Recent data on housing 🏠, jobs 💼, and inflation 📈 reveals a still-resilient, yet risk-fraught economy. This week we analyze key economic indicators on consumer spending 🛍️, GDP growth 📊, and the Fed policy 💰 outlook to determine if markets are steadying or stumbling near-term. Our latest economic update dives into the crosscurrents facing markets and the momentum shifts that may unfold. https://lnkd.in/g9MXEGKE #economicoutlook #inflation #growth