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

Navigating Tax Reporting for I Bonds: Avoid the Tax Trap

I bonds were one of the hottest investments in 2022. While you are limited to buying $10,000 per individual per […]

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Spectrum Announces the Hiring of Daniel Meiklejohn, JD, CPA, CFP®, CExP™
Lessons From Past Economic Downturns

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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

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 | Jul 22, 2024

Weekly Market Insights: July 22, 2024 – Investors Shift, Anticipating Lower Interest Rates

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

Weekly Market Insights: July 15, 2024 – Stocks Advance After New Inflation Data

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Jul 8, 2024

Weekly Market Insights: July 8, 2024 – Stocks Steady in Short Holiday Trading

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Jul 1, 2024

Weekly Market Insights: July 1, 2024 – Mixed Message From Fed Chair, Governor

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Jun 24, 2024

Weekly Market Insights: June 24, 2024 – Stocks Rise Modestly Over Short Trading Week

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Jun 17, 2024

Weekly Market Insights: June 17, 2024 – Market Enjoys Gains, Reacting to Major Reports

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Timely Financial News

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