Happy International Women's Day! ?? Today, let’s take a moment to recognize the incredible women who inspire us—whether they’re trailblazers in history, mentors in our careers, or loved ones who’ve shaped our lives. ?? Did you know? ?? Women now hold over 10% of Fortune 500 CEO positions—a record high, but still a reminder of how much progress is left to be made. ?? MacKenzie Scott has donated over $14 billion to over 1,600 organizations, making a massive impact on global philanthropy. Now, I’d love to hear from you! Who is a woman you admire, and why? Drop her name (or tag her!) in the comments and let’s celebrate the amazing women who make a difference every day. ?? #InternationalWomensDay #WomenWhoInspire #IWD2025
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"Climb the mountains and get their good tidings.” -John Muir Many of our clients are in transition. Whether the transition is born out of good fortune, tragedy, or somewhere in between, it is disruptive. Whether it came out of nowhere or was anticipated, it can be confusing. And almost always during periods of transition, there are periods of anxiety and vulnerability. Those emotions can have a real impact on the quality of decisions you may need to make. Sudden Wealth – whether inherited, the result of an IPO, lottery winnings, or perhaps a lawsuit settled in your favor – is, for most people, a game changer. If you’re overwhelmed or unprepared for the decisions that come with it, we can help. Business Succession Planning, equitable distribution of value of a family business and the most tax-efficient strategies to do so – If you are that person, we can help. Loss of a job – how long can you afford to be unemployed? If the possibility of a layoff is looming in your future, how much cash should you keep in reserve to tide you over? If you are asking yourself these questions, we can help. Death of a family member – it can be very difficult to keep track of everything when you’re grieving. If it’s up to you to tie up the loose ends and handle the distribution of assets, we can help. Divorce may have left you with financial freedom but uncertainty over where to begin. We can help. Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. Address of record: 6100 Uptown Blvd. NE, Ste. 610A, Albuquerque, NM 87110
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https://www.altus360.com
Altus Wealth Management, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Albuquerque，New Mexico
- 类型
- 私人持股
- 创立
- 2011
- 领域
- Wealth Management、Inter-Generational Giving、Sudden Wealth、Inheritance、Tax Efficient Investing、Financial Planning和Retirement Planning
地点
Altus Wealth Management, LLC员工
动态
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?? Empowered Women Empower Women ?? March is Women’s History Month, a time to honor the trailblazers who shattered barriers and the women today who continue to redefine what’s possible. ?? Women are leading like never before! ?? Women now control more than $10 trillion in U.S. financial assets—and that number is expected to grow. ?? The number of women entrepreneurs is rising at nearly twice the rate of men, proving that when given opportunities, women thrive. But empowerment isn’t just about success—it’s about lifting others up. Whether it’s through mentorship, advocacy, or simply encouragement, we all play a role in building a future where women have the confidence and resources to succeed. ?? How do you empower the women around you? Drop a comment and let’s inspire each other! ?? #WomensHistoryMonth #EmpowerWomen #StrongerTogether
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?? Exciting developments ahead! Sandia National Labs and Los Alamos National Labs are advancing innovation by leveraging OpenAI for groundbreaking work in science and defense. This collaboration marks a significant step in harnessing AI to enhance national security, scientific discovery, and technological advancements. Stay tuned for more updates on how AI is shaping the future! Click link:?? https://lnkd.in/gzFCvmSu #AI #SandiaNationalLabs #LosAlamosNationalLabs, #Innovation #NationalSecurity #ScienceAndTechnology
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Are you looking for a way to diversify your portfolio? Exchange-traded funds (ETFs) offer an efficient, flexible, and affordable way to invest in a variety of assets — all with some of the conveniences associated with stocks. To help you get started, we have put together an overview of how ETFs work. Swipe through to learn more. Interested in hearing more about how ETFs could fit into your portfolio? Contact us today.
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In honor of National Thank You Month, we want to take a moment to express our heartfelt gratitude to all of our incredible clients. Your trust and partnership mean the world to us, and we feel truly privileged to work with you. Here's to many more years of working together and achieving great things! Thank you for choosing us.
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The terms “stocks” and “shares” are often used interchangeably, but there are subtle differences between the two that can help clarify your investment strategy. With this in mind, we have put together an overview of these terms. Swipe through to learn more. Want to review your investment strategy? Contact our team today.
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This MLK Day, let's take a moment to reflect on Dr. Martin Luther King Jr.'s extraordinary life and the milestones of his legacy: ?? 1944 — At just 15 years old, King enrolled at Morehouse College, graduating with a degree in sociology. ?? 1955 — King earned his Ph.D. in Systematic Theology from Boston University, solidifying his role as a spiritual and intellectual leader. ?? 1963 — King delivered a famous speech (later known as the "I Have a Dream" speech) at the Lincoln Memorial, calling for justice and equality. ?? 2004 — Both King and Coretta Scott King were posthumously awarded the Congressional Gold Medal for their relentless efforts in advancing civil rights. ?? 2011 — King became the first non-president to be honored with a memorial on the National Mall in Washington, D.C., a proposal first made in 1968. Let's continue to honor King’s activism and lifelong commitment to civil rights today and every day. Please note that we are closed in observance of MLK Day. We'll resume regular business hours on Tuesday, January 21.
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January is Financial Wellness Month, a perfect time to start the year strong with a financial checkup. Reviewing your financial health can set you up for a smoother, more secure year ahead. Swipe through to learn how to get started with these five essential steps. Have questions or want a deeper dive? Contact our team to help guide you
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As we enter 2025, it’s important to take proactive steps toward securing your financial future. In recognition of Financial Wellness Month, we’ve outlined several key updates and strategies that could significantly impact your financial health this year. Read on for more! Want to chat about your financial strategy for 2025? We’re here to help.
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Today, we want to share important information on Social Security benefits in 2025. To help address rising living costs, the Social Security Administration has announced a 2.5% cost-of-living adjustment (COLA) for 2025. Swipe through for a quick look at what to expect. Keep an eye out for your personalized COLA notice from the SSA in December. And as always, reach out with any questions or needs as the year comes to a close.
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