Wealth Analytics | Plan & Invest @wealthanalytics
We are a fiduciary financial advisor team that helps you create a comprehensive financial plan and investment strategy for a meaningful and secure retirement. wealthanalytics.com San Diego / Orange County CA Joined May 2013-
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What year did the market go up 12 straight months? wealthanalytics.com/has-the-market…
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High or low tax bracket, let's ROTH and roll! wealthanalytics.com/why-build-your…
Home interest rates from 1980 to 2026 | learn how QE produced outliers in the curve wealthanalytics.com/the-post-quant…
Inflation drops in July, 3.4%, down from 3.5% in June, as core economic numbers hold steady 👀
Your dreams, our expertise. Personal Wealth Management by a team of fiduciaries. Tax-smart planning is different here.
Imagine walking into a bar and asking the waiter, “What’s the best thing on the menu?” Now imagine learning later that they earned a bonus every time they recommended the steak. Would you still trust that recommendation? Learn the fiduciary difference. 👉 wealthanalytics.com/what-is-the-fi…
New baby or grandchild? What you need to know about Trump accounts wealthanalytics.com/trump-accounts…
Easy Money Ideas for Teens wealthanalytics.com/teaching-teens…
CDs, Treasuries, and Munis, a quick guide on tax ideas ✅ wealthanalytics.com/which-bonds-ar…
What decade of money are you in? wealthanalytics.com/retirement-pla…
Teach an old dog new tricks with these quick changes to improve your money ✅ wealthanalytics.com/year-end-tax-a…
Get organized with a tax-wise investment strategy, the fiduciary difference youtu.be/tABhOmgM-GQ?si…
Happy Thanksgiving from all of us at Wealth Analytics 🦃 🍽
What to know at you specific age for investing 👀 wealthanalytics.com/the-most-impor…
Fed lowers rates today - perspective; mortgage rates peaked around approx 7.08% in October 2022, so any continued lowering could put consumer refis and new purchases on the runway, leading to lower payments, freeing up spending on other goods and services.
Quick answers on Medicare updates for your planning wealthanalytics.com/medicare-open-…
How can change benefit the next steps in your financial life? wealthanalytics.com/adjusting-to-c…
Tax law changes for singles and couples, some expire this year, what to do now to save on taxes wealthanalytics.com/navigating-the…
Fed holds rates, no change, and will continue monitoring job market, inflation, corporate earnings, before adjusting. See the forest through the trees.
Fed prediction today: The Fed will likely hold rates at 4.25%-4.50% today. Markets expect a September cut (~60-66% chance) and two cuts by year-end. Inflation, jobs data, and trade risks are key.
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