The Alteri Group at 6 Degrees Wealth

Today marks two years of The Alteri Group! It is hard to believe it has been two years since going independent. We are so grateful for growth both as a team and as individuals, for our relationships with clients, new and old, and for the memories to come. Thank you to all who have supported us in reaching this milestone!

"Stocks celebrate our holidays, too! Thanksgiving was traditionally a time to come together and celebrate the harvest and the blessings of the year. Today, it is primarily a joyful opportunity to come together and be with family – and still count our blessings." Read more in the Week Ahead below!

The election is behind us, and we're now focused on the rest of the year and what shifting dynamics may remain in the markets. 6 Degrees Wealth's CIO, Victoria Greene, CFA, delivers our insights in this month's market brief. Read the full piece below! #markets #movingon #wealthmanagement

"Jingle bells are ringing for a jolly holiday season! In January of this year, most investors neither expected nor believed that the equity market could rally by 20% or more. Well, here we are, with stocks up over 20%." Read more below!

Today, we pause to honor and thank the brave men and women who have served our country with courage and dedication. Your sacrifices ensure our freedom and security, and we are forever grateful for your service. Happy Veteran’s Day!

"History has shown that the money in Americans’ wallet can predict the outcome of a Presidential election – and it happened again." Read more in the Week Ahead below!

From the Alteri Archives… October was a busy month for our team! ?? Celebrated Halloween & Day of the Dead ?? Cheered on Lufkin Panther Football ?? Hosted a French Bread making class with Chef Justin ?? Max & Elisabeth did some fly fishing in North Carolina ?? Advisors attended Sanctuary Wealth’s Oasis Conference in Florida

"Spooky October Ends On A Scary Note – What’s Next? Last week, the equity and bond markets were spooked by earnings, inflation, higher interest rates and concerns over tomorrow’s Presidential Election." Read more in the Week Ahead below!

Wishing Max Alvis, CIMA?, CPFA, C(k)P?a happy, happy birthday! We are grateful for another year of his wisdom and expertise!

Finish 2024 strong with our Year-End Planning Checklist! This quick guide covers key financial steps to review to help you enter 2025 prepared and organized! Don't miss the opportunity to ensure you are ready to go for the new year before the holidays roll around. #YearEndPlanning #WealthManagement