Premier Private Wealth

The first quarter of 2025 brought its fair share of market twists and economic shifts. What drove the recent volatility, and what can investors expect in the months ahead? In this episode of Wealth Watch, we break down key market trends, economic indicators, and insights to help you navigate the ever-changing financial landscape. Whether you're looking for a recap or a forward-looking perspective, we've got you covered. https://lnkd.in/eDBk8N-7

Is your retirement fund prepared for the shift from growth to protection? Many are surprised by the risk levels in their 401(k) as they near retirement, needing a strategy to safeguard their savings and ensure income. Learn how to adjust your investments: https://bit.ly/4bhtjaD #retirementplanning

Commonwealth CIO Brad McMillan recaps December’s market and economic news. The S&P 500 and Dow were both down in single digits for the month, while the technology-heavy Nasdaq eked out a modest gain. Developed and emerging markets showed small losses in December, and fixed income also had a weak end of the year. The central factor in these results was rising long-term interest rates, which hit valuations across the board. And although the Fed lowered interest rates in December, it indicated fewer planned interest rate cuts in 2025. What does this mean for the economy moving forward? Stay tuned to find out! https://lnkd.in/eit3-bdh

We’re thrilled to celebrate a big milestone for Michael Comstock, who has officially earned the Whole Family Advisor? Associate (WFAA) certification from Legacy Capitals! As the family wealth of the clients Premier Private Wealth becomes more complex, this designation helps Michael and the team guide their clients through multigenerational planning discussions. This includes family mission /vision, family governance, family dynamics and wealth, education, and much more. Michael and the team’s dedication to growing their expertise ensures we will continue providing our clients with the care, guidance, and insight they deserve. If you would like to learn more, please reach out to us! https://lnkd.in/gCX3i-pV

Markets rallied in November as investors poured into U.S. stocks following the 2024 election results. All three major U.S. indices ended the month in positive territory, with the S&P 500 and Dow showing record highs. While it was a great month for U.S. investors, international stocks ended down, and developed and emerging markets fell. On the economic front, personal spending and retail sales growth came in strong, and service sector confidence rose to a two-year high. Despite the good news, will upcoming policy changes affect the geopolitical landscape? Stay tuned to find out. https://lnkd.in/ekUqdAPj

As the year draws to a close, don't let critical deadlines slip through your fingers. From retirement contributions to mandatory withdrawals, there are many year-end finance tasks to remember. Here’s how to stay on top of deadlines and avoid penalties: https://bit.ly/45CohAU #yearendplanning

Inflation is reshaping retirement readiness across generations, with younger individuals feeling particularly strained. Watch John Hancock Retirement CEO, Wayne Park, explain how rising costs are affecting retirement planning in this video: https://bit.ly/3NAzJGH #savingforretirement

With the oldest members of Gen X turning 60 and the youngest in their peak earning years, now is the moment to get serious about retirement planning. Discover the key steps to maximize savings and prepare for Social Security here: https://bit.ly/47Y0v5h #retirementplanning

Tune into this episode of Wealth Watch where we review the economy and markets for the third quarter of 2024. What can we expect as we approach the end of the year? How will rate cuts and the election impact the markets? How should you be preparing? https://lnkd.in/e8aQAGgN

Teaching your kids about money could save you from future financial headaches. Experts suggest discussing spending habits, offering allowances, and even turning savings into a competition. Learn creative ways to make finance fun for children: https://bit.ly/2yZFlnw #financialliteracy