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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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Gifts + Estate Planning
Apr 17, 2024

My Estate Planning Documents Are Signed. What Now?

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Apr 15, 2024

Week In Perspective: April 15, 2024 – Stocks Startled By Inflation, Conflict

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

Weekly Market Insights: April 8, 2024 – Fed Comments Stir the Pot for Stocks

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Education Cost Planning
Apr 4, 2024

529 to Roth Rollovers

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Behavioral Finance
BY Tia Lee | CFP®, CTFA, Director of Wealth Planning | Apr 3, 2024

Did You Know a Digital Detox Could Improve Your Finances? Here Are 5 Tips to Help Reset Your Spending Habits

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Weekly Market Insights
BY Spectrum Wealth Management | Apr 2, 2024

Weekly Market Insights: April 1, 2024 – Stocks Narrowly Higher

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Timely Financial News

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