Spectrum In The News

3 Estate Planning Moves To Make To Protect Your Wealth as Recession Looms

BY Spectrum Wealth Management | Apr 9, 2025
FOLLOW

Amid growing recession concerns, Chief Investment Officer Leslie Thompson shared with Gabrielle Olya at GOBankingRates why strategies like GRATs, Roth conversions and estate freezes can be especially effective during market downturns.

By Gabrielle Olya

April 2, 2025

Several indicators seem to be signaling that a recession is near. A measure of consumer confidence fell to its lowest level in 12 years, reaching a figure that has historically come before a recession, NBC News reported. Additionally, a nationwide survey of chief financial officers conducted by CNBC found that 60% expect a recession in the second half of the year.   

To read the full article click here


Spectrum Wealth Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Additional information about Spectrum’s investment advisory services is found in Form ADV Part 2, which is available upon request. The information presented is for educational and illustrative purposes only and does not constitute tax, legal, or investment advice. Tax and legal counsel should be engaged before taking any action. The opin

Top

Search

You can now find Spectrum Wealth Management at Focus Partners Wealth.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future-whether that’s planning for retirement, preparing the next generation, or growing your business. Our personal relationships with our clients will remain the foundation and future of our firm – Welcome to our new firm!

Continue to Website

© 2025 Focus Partners Wealth