Are you dreaming of a worry-free future, where you can confidently retire, sell your business, start a new venture, or embark on an exciting career change? At Warren Wealth Management & Tax Planning, we're here to transform your aspirations into reality. We firmly believe that everyone deserves to live the life they've always envisioned, without the fear of exhausting their hard-earned wealth. Our exceptional team of seasoned tax planning and investment management experts is dedicated to crafting a meticulously tailored strategy for you. By leveraging an array of cutting-edge investments and insurance solutions, we'll guide you towards your goals with unwavering precision. Get ready to embrace a future of limitless possibilities with us by your side.
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It’s been a wild August for markets. 🎢 🎢 Recession fears kicked off the worst selloff since 2022 at the beginning of the month. Then markets staged a choppy recovery, even notching the strongest week of the year along the way. So what's next for markets in 2024? Marcus discusses... watch below. #stockmarketinvesting #investinginretirement #personalfinancetips
When it comes to grocery prices, some items have seen more dramatic changes than others. Take eggs and pork, for instance. Although prices have dropped in recent months, egg prices in June 2024 were 10.2% higher than those in June 2023. Meanwhile, pork prices increased by 3.81% from last year. These fluctuations show how unpredictable food prices can be. And when we look at more specialized items, like those used in sushi, the price changes can be even more striking. Want to see what sushi ingredients can reveal about inflation? Click below. #inflation #retiredlife #highprices
It’s been a wild August for markets. 🎢 🎢 Recession fears kicked off the worst selloff since 2022 at the beginning of the month. Then markets staged a choppy recovery, even notching the strongest week of the year along the way. So what's next for markets in 2024? Marcus discusses... watch below. #stockmarketinvesting #investinginretirement #personalfinancetips
When it comes to long-term investment returns, what do you think are the biggest red herrings (e.g. most influential diversions)? That’s what we focused on this month’s newsletter. Read below. #stockmarketinvesting #marketvolatility #stockmarket
Whenever you listen to financial experts, there’s one topic that will almost always come up: interest rates. But what do interest rates have to do with your portfolio and wealth? It turns out, a whole lot. Watch more in the video below. #interestrates #economy #financialplanning #FinanceTips
Here’s a quick test: Which of these factors doesn’t typically matter when it comes to long-term investment returns? A. Cash flow B. Dividends C. Earnings reports The answer is C! Earnings reports have a history of proving no long-term correlation with investment returns. This may surprise both seasoned and new investors, but many factors believed to influence returns––actually don't. That’s the focus of this month’s newsletter. Read below. #marketvolatility #stockmarketinvesting #stockmarket
When it comes to investing, separating fact from fiction is crucial for making informed investment decisions. And whether you're a seasoned investor or just starting out, the flood of information can be overwhelming. Just know, not all news (especially on social media) drives returns, and many times it’s a smokescreen, distracting from what truly matters. That’s the focus of this month’s newsletter. #investing #stockmarket #marketvolatility
I’m sure you saw the headlines this week. After hitting new highs last month, markets dropped dramatically, erasing months of gains. What’s behind the market drop? Marcus explains in the video below. #stockmarketnews #stockmarketselloff #stockmarket
Geopolitical events and earnings reports drive long-term investment returns, right? Think again. These are two of several key factors that don’t play a role in your long-term returns (or as much as one might think). But most investors still overvalue the importance of these political occurrences on long-term returns. So what then? That’s the focus of this month’s newsletter. Read below. #investing #stockmarket #marketvolatility
Estate planning is more than just drafting documents; it's about ensuring your legacy thrives even in your absence. That’s the focus of my latest newsletter. Click below to read more. #legacyplan #estateplan