Tim Weber
Financial advisor serving individual investors
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Unsure whether an active or passive investment style is a good fit for your unique situation? Check out this breakdown of important differences between the two and then let's set up time to discuss which might be more your speed.
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Tim Weber
Financial advisor serving individual investors
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Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strategies you should consider to potentially reduce taxes now or in the future.
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Tim Weber
Financial advisor serving individual investors
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This past week, markets digested several datapoints that indicated the U.S. labor market may be showing early signs of fatigue.In our view, given the ongoing easing in inflation and now more signs of a cooling labor market, the Fed likely remains on track to begin a rate-cutting cycle later this year, perhaps starting around the June meeting.We share more of our takeaways in our latest Weekly Market Wrap.
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Tim Weber
Financial advisor serving individual investors
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Today is International Women’s Day! It’s a perfect time to tell the women in your life how much you care and appreciate them.
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Tim Weber
Financial advisor serving individual investors
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In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions to help meet your income needs.
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Tim Weber
Financial advisor serving individual investors
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Help your portfolio start the year off on the right foot — with your goals in focus.
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Tim Weber
Financial advisor serving individual investors
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With the sharp rally sending the S&P 500 to a record high in recent days, you wouldn't think it would be hard for investors to find good news. We think the bull market looks to have runway ahead, but we also know that even the best markets run out of breath occasionally. In this latest installment of the Weekly Market Wrap, we offer three signs that can give investors confidence in the broader outlook for this market.
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Tim Weber
Financial advisor serving individual investors
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Tax season can be a stressful time, even without the worry of unintentionally making a filing mistake. To help you out, we outlined 5 tax-filing mistakes you should be on the lookout for this tax season.
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Tim Weber
Financial advisor serving individual investors
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Many important life events, including a loved one's death, making a big move or going through a divorce or remarriage, could mean you need to update your estate documents. Read on to learn five common misconceptions people have about wealth transfer, and then let's discuss your unique needs.
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Tim Weber
Financial advisor serving individual investors
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Although stocks recovered from a sharp drop after last week's CPI inflation report – and the S&P 500 even approached new all-time highs – investors may be feeling anxious. Can inflation continue to moderate, as it has over the past year, even in the face of resilient economic growth? Or, is this a start of a trend in the wrong direction? We share our views in our latest Weekly Market Wrap.
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