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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
Financial Literacy Tax Planning
BY Spectrum Wealth Management | May 17, 2022

Key Tax Numbers for 2022

Tax planning is an essential part of managing personal finance and wealth. Here is a reference guide to important tax […]

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From The Wall Street Journal: This Summer’s Been Heavy. Walking Can Help Us Lighten Up.
Tips for Women Who Are Living in the Sandwich Generation

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Explore Our Insights

Financial Literacy Tax Planning
BY Spectrum Wealth Management | May 17, 2022

Key Tax Numbers for 2022

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Lifestyle + Wellness
BY Spectrum Wealth Management | Aug 17, 2022

From The Wall Street Journal: This Summer’s Been Heavy. Walking Can Help Us Lighten Up.

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Women and Wealth
BY Spectrum Wealth Management | Aug 17, 2022

Tips for Women Who Are Living in the Sandwich Generation

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Financial Literacy Investing
BY Greg Thompson | CMT®, Portfolio Manager | Aug 16, 2022

Inverse Head and Shoulders Chart Explained

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Aug 16, 2022

Weekly Market Insights August 15, 2022: Stocks Have Warmer Week as Inflation Cools

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Gifts + Estate Planning
BY Tia Lee | CFP®, CTFA, Director of Wealth Planning | Aug 15, 2022

How to Be An Effective Trustee

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Financial Literacy Timely Financial News
BY Spectrum Wealth Management | Aug 12, 2022

From Barron’s: 3 Ways the Fed’s Interest Rate Increases Affect You

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