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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
BY Spectrum Wealth Management | Feb 20, 2024

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

We are pleased to announce that Daniel D. Meiklejohn (“Daniel”), JD, CPA, CFP®, CExP™, has joined Spectrum Wealth Management (“Spectrum”) […]

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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.

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Spectrum In The News

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

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Spectrum In The News

Leslie Thompson provides her insight to CNN Business – BEFORE|THE BELL: The Fed likely won’t raise rates this month — but November is another matter

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Timely Financial News

Lessons From Past Economic Downturns

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Lifestyle + Wellness Timely Financial News

From The Wall Street Journal: Buyers Are Getting Home Loans From an Unlikely Source: The Seller of Their House

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Investing Lifestyle + Wellness Tax Planning

If Your IRS Form 1099 Is Wrong, Here’s How To Correct It With IRS

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Investing Lifestyle + Wellness

From The Wall Street Journal: When High-Yield Savings Accounts Come With an Asterisk

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Weekly Market Insights

Weekly Market Insights: February 26, 2024 -Stocks Hit New Highs on AI’s Promise

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Behavioral Finance Investing

Investors are expecting rate cuts. But what happens to markets if they don’t come this year?

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Investing Tax Planning

From The Wall Street Journal: Making Money on I Bonds Was Easy. The Tax Paperwork Isn’t.

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Timely Financial News

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