JVL Wealth Strategies

The Congressional Budget Office's latest report highlights a $1.8 trillion budget deficit for 2024, driven by higher costs for Social Security, Medicare, and federal debt interest. These fiscal trends could significantly impact economic stability and market conditions. Read more in our newsletter and reach out to discuss how we construct portfolios to meet your long-term financial goals: https://lnkd.in/gTaK5uhc.

The Congressional Budget Office reports a $1.8 trillion budget deficit for 2024, with spending outpacing revenue at $1.36 for every dollar received. Rising costs for Social Security, Medicare, and federal debt interest are major contributors, impacting economic stability, interest rates, and market conditions—key considerations for financial planning. Learn more in our latest newsletter and contact our team of trusted advisors if you have any questions: https://lnkd.in/gTaK5uhc.

We are pleased to announce that partner Matthew Kunnen, CFA, CFP?, CTFA has earned the Certified Trust and?Fiduciary?Advisor professional certification from the American Bankers Association (ABA). ABA Professional Certifications promote the highest standards of performance in the financial services industry by validating individuals’ knowledge and expertise. Read more:?https://lnkd.in/gS9sHGbj

History shows that markets can shift dramatically in days—such as the S&P 500's 548-point drop in early August. To navigate volatile markets effectively, it's important to consider multiple factors within the broader economic context. For instance, inflation has declined significantly, from over 9% in 2022 to 3.3% in July 2024. Read our latest article to gain deeper insights into recent market volatility: https://lnkd.in/gM36KuKR.

On July 16, the S&P 500 reached an all-time high, only to experience a nearly 10% drop just 20 days later. Market fluctuations are a natural part of investing, but understanding the broader economic context is crucial for navigating them effectively. For example, the Federal Reserve's decision to raise interest rates 11 times from early 2022 to mid-2023, with potential cuts on the horizon, has significantly impacted market dynamics. Read our latest article to explore key economic factors to consider during market volatility: https://lnkd.in/gM36KuKR.

Relationships are at the core of everything we do. JVL Wealth Strategies Financial Planner Adam Suwyn, CFP?, takes time to understand each of our clients’ unique goals and circumstances. Learn how his personal relationships have shaped a career committed to excellence. https://lnkd.in/gERp7-aE

Over the years, JVL Wealth Strategies Analyst Haley DeHaan's soccer acumen has taught her that success results from hard work and resilience, a lesson she applies daily. Learn more about our newest team member:?https://lnkd.in/gXmkr8VC.

With the tax deadline behind us, it's the perfect time to reflect on broader tax strategies. Our latest newsletter breaks down the complexities of income tax burdens by adjusted gross income, offering clarity in this election year's rhetoric. https://lnkd.in/gM8qGQNH

Tax season might be over, but our work continues year-round. As 2024 is an election year, you can expect the campaign rhetoric to intensify in the coming months. Our April newsletter examines the distribution of income tax burdens by adjusted gross income to provide you with a clearer understanding of the landscape: https://lnkd.in/gM8qGQNH

JVL Wealth Strategies Financial Planner Adam Suwyn, CFP? shares how his passion for sports statistics refines his approach to developing tailored investment strategies. Learn how Adam blends his love for data with financial planning to help our clients achieve their unique objectives and ensure long-term success. https://lnkd.in/gERp7-aE ?