This past week Barron’s announced their 2024 list of “America’s Best Financial Advisors“. In the financial planning world, awards from industry giants like Barron’s are often coveted and pursued by financial advisors. And clients understandably see these awards as impressive. So why would we tell you that Impact Wealth Management will probably never make it … Read more
Why Young Adults Need to Prioritize Estate Planning Losing someone you love is without a doubt, one of the most difficult experiences of life. Whether it happens suddenly or death was inevitable, there is nothing that makes “goodbye” any easier. But when death comes for someone young, it is especially devastating. As a financial advisor, … Read more
When it comes to investments, financial advisors talk a lot about indexes. We’ve probably all at least HEARD of the Dow, the S&P 500, and the NASDAQ, but what are these indexes and how in the world do they pertain to me? Let’s unpack it! What is a Financial Index? Your portfolio is up 7%. … Read more
Over the course of my career as a financial advisor, I’ve discovered a lot of misconceptions (or “myths”) in the financial industry. One of the greatest, and perhaps most common myths is the belief that people with large portfolios have an innate understanding of the ins and outs of the financial world. A meeting with … Read more
Last week we published our recap of the year 2023. This week we want to share with you our 2024 Economic Outlook. If you’re a regular reader of our newsletter, you know that we believe “projections” are not a science and, to be frank, have proven to be, well… pretty much worthless practically speaking. Nonetheless, … Read more
We are excited to bring you our market recap for 2023! We know that some of you might already be tempted to hit the “back” button on this blog because you’re thinking “market update? Boring!” But wait! At Impact Wealth Management, we go out of our way to make sure that you understand the things … Read more
Two of the best Christmases I ever had started out with the feeling that Christmas was ruined. Sometimes life is crazy. Things rarely go as planned. We roll up to the Christmas season with great expectations and often feel disappointed and defeated when curveballs threaten our plans. I think about “expectations” a lot. Sometimes I … Read more
Uncovering Holiday Scams The holiday season is upon us, and while it’s a time for joy and giving, it is unfortunately also a great season for those who want to take advantage of others. Last Christmas I was the victim of identity theft myself, and while I identified it almost immediately, it still wasn’t easy … Read more