MDL Wealth Management

June 2024 was a great month for stocks. The Dow went up by 1.2%, the S&P 500 jumped 3.6%, and the NASDAQ soared 6%. Technology stocks led the way with a 7.8% increase, followed by Consumer Discretionary at 3.9% and Communication Services at 3.2%. Get the full scoop on the MDL Wealth Management website today: https://lnkd.in/erGFFMQH

ICYMI we recently welcomed MDL Wealth Management to the Journey family including founder, Michael LaBarbera! The new addition establishes our presence in the Tampa area and represents the 8th advisory team to join us since our launch in 2021. We opened a Minneapolis office earlier this year, expanding on existing locations in the Bay Area, Richmond, VA, Northern NJ, and New York City. Get the full story here ?? https://lnkd.in/e7frVSz6 #FinancialServices #WealthManagement #Journey #BusinessGrowth

We are very excited to partner with Journey Strategic Wealth! We are looking forward to the next chapter!

As your family grows and encounters many of life’s ups and downs, MDL is here to help you achieve the needs of today while reaching goals of the future. ?? We are here to guide you through major life events and milestones.?Whether you are planning a blowout vacation next summer, just catching your breath as you send the kids off to college next month or thinking about buying your first home – we are here to consult with you. We understand family financial conversations can be tough. Let’s focus on growing and preserving your wealth so you are free to focus on the most important things in your life: the people in it. Let’s get to work together: https://lnkd.in/eCiyhEJ8

If you don’t have an #estatestrategy, here's some reasons why you should. https://lnkd.in/eue52DeP

“THOSE WHO STAND FOR NOTHING, FALL FOR ANYTHING” ~ ALEXANDER HAMILTON Happy Independence Day!

If you died, what would happen to your email archives, social profiles, and online accounts? https://lnkd.in/e2RNufSa

C&R Research reports that the average American spends $219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of $100 per month. https://lnkd.in/emVgWeiS

It takes a lot for Gator and Seminole fans to agree on anything, especially with football season right around the corner.?But we can all agree about one thing: 529 plans are the smartest way to save for college. If you have kids or are planning on it, now is the time to start saving for their college funds.?Start by looking over the Florida Prepaid website, making a few notes, and then reaching out to us.?We are here to help you make the right choices. (Hint: Go Gators!) Discover more today: https://lnkd.in/eJtufjmF

As successful business owners, we know your life can be filled with numerous demands and responsibilities. We understand that these demands can sometimes be overwhelming and stressful. At MDL Wealth Management, we want to alleviate some of that pressure by offering our expertise and assistance. We recognize that the complexity of your situation may make it difficult for you to find the time to handle your own financial affairs.?We are dedicated to providing you with the support and guidance you need to effectively manage your finances, so you can focus on what you do best - running your business. Trust us to take care of your financial needs, so you can enjoy the peace of mind that comes with knowing your finances are in capable hands. Reach out to Ted Albrecht, CFP? and I to discover more: https://lnkd.in/eY_Kxyga