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Gifts + Estate Planning

Investing Weekly Market Insights
BY Spectrum Wealth Management | Nov 18, 2024

Weekly Market Insights: November 18, 2024 – Rally Loses Steam; Fed Weighs Move

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Quarterly Review Webinars
BY Spectrum Wealth Management | Nov 13, 2024

SWM Quarterly Update | Q3 2024 Review and Q4 2024 Outlook

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Nov 11, 2024

Weekly Market Insights: November 11, 2024 – Stocks Surge Post-Election; Fed Cuts Quarter Point

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Nov 4, 2024

Weekly Market Insights: November 4, 2024 – Stocks Retreat on Jobs and Election Concerns

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Oct 28, 2024

Weekly Market Insights: October 28, 2024 – Stocks Mixed Ahead of Election

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Investing Weekly Market Insights
BY Spectrum Wealth Management | Oct 21, 2024

Weekly Market Insights: October 21, 2024 – Sixth Week of Gains on Wall Street

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Spectrum In The News
BY Spectrum Wealth Management | Oct 18, 2024

Understanding the nuances of Social Security benefits is essential for effective retirement planning. In this article, Leslie Thompson, CIO and co-founder, breaks down common misconceptions about spousal and survivor benefits, highlighting key strategies to help retirees and those nearing retirement make informed financial decisions.

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

Weekly Market Insights: October 14, 2024 – Mixed Data Leaves Investors Anxious

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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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