Platt Wealth Management

As the holiday season approaches, it’s the perfect time to reflect on the power of charitable giving. Supporting causes close to your heart not only helps create meaningful change in the world but also fosters a sense of connection and purpose. Charitable contributions can also provide tax advantages. If you’re considering making a donation, here are a few important tips to keep in mind: ? Ensure your contributions go to qualified charitable organizations. ? Keep proper documentation for your records. ? Be mindful of deduction limits: typically, cash contributions up to 60% of your AGI and non-cash contributions up to 50% of your AGI. Thoughtful tax planning strategies can help maximize the value of your donations and your tax advantages. If you’d like assistance in developing a charitable giving strategy, we’re here to help!

Jeff recently took a trip to New Orleans, where he had an unforgettable experience at the National WWII Museum. He spent two whole days immersed in the museum's exhibits, and could have easily spent many more. He even skipped lunch to maximize his time there! If you’re in New Orleans, this museum is a must-visit – an inspiring tribute to a defining moment in history. ??? And to all of the veterans out there, we hope you had a wonderful Veterans Day. Thank you for your service!??

October brought mixed signals in the markets, with corporate earnings, labor market shifts, and inflation data taking center stage. Swipe for insights into how these factors shaped the economic landscape last month. And as always, reach out to our team with any questions or needs. We are always here as a resource for you.

As election day nears, many Americans may have questions about how election cycles impact financial markets. We've highlighted some key data points from recent years. Swipe through for insights ?? Remember, while historical trends offer insight, they're not guarantees. If you have questions about your investment strategy, our team is here to help. Reach out anytime!

?? We hope everyone has a wonderfully witchy Halloween! ?? Angela, our Director of Operations, always embraces the Halloween spirit! ?? Let us know your costumes in the comments! ??

Our 3rd quarter investment management newsletter is up on our blog! Check it out! ?? https://lnkd.in/gXuJRkgq

??Fall fun in San Diego! ?? Looking to get into the fall spirit? Check out these upcoming family-friendly events in the San Diego area! ?? Bates Nut Farm Pumpkin Patch Daily through Oct. 31 Pick the perfect pumpkin, take a tractor hayride, or visit the petting zoo. It's the perfect fall outing! ?? San Diego International Film Festival October 16-20 Catch world premieres and family-friendly films while enjoying panels with filmmakers and actors. A must for movie lovers! ?? Escondido Grand Avenue Festival October 20 Explore over 400 vendors, rides, and live entertainment. Perfect for a family day out! ?? Julian Autumn Jubilee Weekends through Oct. 27 Enjoy hayrides, a petting zoo, and fall crafts in the charming town of Julian. A perfect fall escape for the family. ?? Brick-or-Treat at LEGOLAND Weekends in October Halloween fun at LEGOLAND! Trick-or-treat, see spooky LEGO characters, and enjoy live shows – perfect for younger kids. ?? SeaWorld Spooktacular Fridays-Sundays, through Nov. 3 Celebrate Halloween under the sea with SeaWorld’s Spooktacular! Featuring trick-or-treat stations and special spooky-themed shows. ??Kids Free October Daily through Oct. 31 All month long, kids 12 and under receive FREE admission with a paid adult to over 50 of San Diego's favorite museums, historic sites, aquariums, gardens, and more!

?? Team Member Spotlight! ?? Since joining Platt Wealth Management in early 2021, Kai has been a dedicated part of our team. Not only did he quickly earn his Series 65 Investment Advisor License, but he's also pursuing the prestigious Chartered Financial Analyst (CFA) designation. ?? With a Bachelor’s degree in Economics from UCLA, Kai brings a blend of knowledge, passion, and San Diego pride to our firm. His commitment to family and friends mirrors the values he brings to financial planning and portfolio management. Beyond the office, you’ll find Kai enjoying one of his many hobbies, from surfing, hitting the gym, and playing pickleball to cheering on his favorite sports teams, the Padres, Chargers, and Lakers. ?? We’re proud to have Kai on our team, bringing his drive and dedication to our clients every day. ?? Learn more about Kai here: https://lnkd.in/gzxyvx8d

As we celebrate National Financial Planning Month, our team wanted to share a few general best practices to optimize financial strategies before the year ends. Taking these steps can help you maximize your financial resources and position yourself for continued success. Do you want to discuss any of these financial moves? Send us a message or give us a call - we are always happy to help!

The S&P 500 was off to a rough start in September, but ended the month on a high note! Swipe to see the key events that influenced the economy and markets last month. As always, please reach out to us with any questions as we head into fall. We are always here as a resource for you!????