Aspen Wealth Management

As the Thanksgiving holiday approaches, many of us are “counting our blessings” and thinking about all the reasons we have to be grateful. But did you know that the practice of gratitude can actually improve your chances of having a more satisfying retirement lifestyle? Read our article for more information. https://lnkd.in/gaTdg_nV

Meet Michelle Davila, our Client Services Manager at Aspen Wealth Management! Since 2013, she has been instrumental in creating a seamless client experience, handling onboarding, appointments, and meeting prep. With 27 years of experience, Michelle connects with clients and keeps our office running smoothly. Her positive mantra, “Things will always work out, one way or another,” reflects her problem-solving spirit. We’re grateful for everything you do, Michelle! https://lnkd.in/gKbbhGRz #financialdvisors

Business transitions can be a challenging terrain. Our extensive guide on Exit Planning provides insights and strategies for achieving a smooth transition while considering both business sustainability and personal financial goals. Explore more here: https://lnkd.in/ggQW9fSQ #exitplanning #financialadvisors

“Regardless of who's in the White House, US Presidents may have some impact on market returns. But even if presidents do have an impact on market returns, so do many other factors.” Chief Investment Officer, Nathan Davis, CFA, CFP? discusses how interest rate changes, oil price changes, and technological advances are also factors that weigh on and change financial markets, not just US Presidents. Watch the full webinar here: https://lnkd.in/gGTYUzEd

In today's digital age, our assets go beyond the tangible. Our online presence, digital properties, and electronic data hold substantial value. This 5-step guide to digital estate planning highlights the importance of protecting these digital assets and offers actionable steps to keep them secure. Dive into the intricacies of digital asset protection: https://lnkd.in/g-FAZnua #estateplanning #financialadvisors

Many grandparents are motivated to give a financial boost to their grandchildren. But there are different ways to go about it, depending on your primary goals. In our article, we look at education funding, buying a first home, and even eventual retirement for grandkids, along with optimal strategies grandparents can use to provide a solid foundation for a younger generation. https://lnkd.in/g57xYaAZ

As the economic landscape evolves, the synergy between interest rates, inflation, and investment strategies becomes pivotal. This article delves deep into this relationship, offering insights on making informed decisions amidst shifting economic indicators. Read more about these important financial intersections: https://lnkd.in/gY4k3fwv #investmentmanagement #financialadvisors

Our very own financial advisors, Candace Scholz, CFP?, MS, MHA, Nathan Davis, CFA, CFP?, and Helen Barbre-Stephens, CFP?, EA, have been named one of the Best Financial Planners in Dallas-Fort Worth by D Magazine for 2024. Congratulations to our three winners. This award is a testament to Candace, Nathan, and Helen’s dedication to serving clients. If you want to work with a financial advisor in Dallas-Fort Worth that you can trust, schedule a free consultation. No compensation was provided to obtain or market this award. https://lnkd.in/gKcXB9zg

When getting married for the second time, it’s an occasion marked by hope, happiness, and joyful anticipation. Re-marriages also bring experience to that table and an awareness of the need for some careful forethought and planning. Read more for important advice for “I Do” take two. https://lnkd.in/gChTKdPg #wealthmanagement #financialadvisors

The season of giving and gratitude is almost upon us. Don’t miss our upcoming webinar,?"Charitable Giving Made Easy: Tax-Saving Strategies for the Season of Generosity,"?designed to help you navigate your philanthropic goals before the holiday season. Join us on November 20 at 12 PM CT by registering for your spot here: https://lnkd.in/gUii9Ub9