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Practical Insights from the Spectrum Team

The easiest way to get objective, expert perspectives on today’s most pressing financial topics.

RECENT INSIGHTS
Quarterly Review Webinars
BY Spectrum Wealth Management | Aug 7, 2024

SWM Quarterly Update | Q3 2024

Webinar Disclosures Spectrum Wealth Management, LLC., (“Spectrum”) is an SEC-registered investment advisor with its principal place of business in the […]

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Navigating Tax Reporting for I Bonds: Avoid the Tax Trap
Spectrum Announces the Hiring of Daniel Meiklejohn, JD, CPA, CFP®, CExP™

DOWNLOAD THE LATEST PERSPECTIVE, OUR COLLECTION OF THE QUARTER’S TOP ARTICLES AND MARKET INSIGHTS.

Volume 5 | Spring 2024

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Volume 4 | Summer 2023

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Volume 3 | Summer 2022

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Volume 2 | Spring 2022

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Volume 1 | Fall 2021

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Members of the Spectrum team are often called upon by major media outlets to contribute their insight and expertise.

Explore recent articles and interviews here.

Explore Our Insights

Quarterly Review Webinars
BY Spectrum Wealth Management | Aug 7, 2024

SWM Quarterly Update | Q3 2024

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Tax Planning
BY Bob Phillips | CFP®, CFA®, CPA, President, Co-Founder | Mar 27, 2024

Navigating Tax Reporting for I Bonds: Avoid the Tax Trap

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Spectrum In The News
BY Spectrum Wealth Management | Feb 20, 2024

Spectrum Announces the Hiring of Daniel Meiklejohn, JD, CPA, CFP®, CExP™

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Timely Financial News
BY Leslie Thompson | CFA®, CPA, CDFA™, Chief Investment Officer, Co-Founder | Sep 1, 2023

Lessons From Past Economic Downturns

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Oct 7, 2024

Weekly Market Insights: October 7, 2024 – Market Rallies But Ends Week Flat

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Sep 30, 2024

Weekly Market Insights: September 30, 2024 – Rate Cut Momentum; D.C. Averts Shutdown

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Sep 23, 2024

Weekly Market Insights: September 23, 2024 – Fed Cuts Interest Rate by Half-Point

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Sep 16, 2024

Weekly Market Insights: September 16, 2024 – Stocks Rally Ahead of Fed Meeting

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Sep 9, 2024

Weekly Market Insights: September 9, 2024 – Markets Focus on Fed’s Big September Move

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Sep 3, 2024

Weekly Market Insights: September 2, 2024 – Stocks React to Key Data and Earnings.

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Timely Financial News

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