Voisard Asset Management Group

Two weeks ago, President Trump was declared the presidential election winner and will start his second term in January. After winning a narrow majority in the House and a three-seat majority in the Senate, the country will have a unified government with one party having majority rule in all three areas.? ? How could some of the policy changes impact you and your portfolio? Check out our entire article.

The IRS has released the updated contribution limits for 2025. While not every limit was changed, some adjustments were made that may impact your situation. Please click the link below to see the updated limits.

Losing a spouse is a devastating experience, and coping with the financial implications can add to the burden. Thankfully, Social Security provides benefits to help widows and widowers navigate this difficult time. For a breakdown of what you need to know, click on the link below: https://lnkd.in/gWKadCQj

Voisard Asset Management Group is excited to announce the addition of Daniel Haines, CFP?, CFA?, to our team as a Senior Wealth Manager.?Dan brings over 20 years of experience in financial planning and investment management strategies.?He will be responsible for developing comprehensive wealth management plans and investment portfolios in client relationships, as well as leading our team in the ongoing management and development of firm-wide investment strategies. Prior to joining Voisard Asset Management Group, Dan co-founded and led an investment advisory firm, as well as working for two multi-billion-dollar advisory firms where he focused on building tailored portfolios for clients.?He brings to our firm a wealth of knowledge from the Chartered Financial Analyst? and a CERTIFIED FINANCIAL PLANNER? practitioner designations.?He holds a BA from Calvin College and an MBA from the University of Notre Dame.

The U.S. economy maintained a solid pace over the summer, fueled by resilient consumer spending.?At the same time, inflation continued on a path back toward the Federal Reserve’s 2% target, while the?rising unemployment rate sparked fears the labor market is cooling too quickly. To read more, please click on the link below.

Daily life may be so hectic that people barely have time to review their portfolios, let alone think about the future. However, what happens to your assets if you pass away? Please click on the picture to read our article.

The Federal Reserve (Fed) manages monetary policy and regulates the financial system. As part of its role, the Fed sets the federal funds rate, the interest rate banks charge each other for overnight loans. Please click on the link below to read more about the Fed's cut.

The stock market has long been a preferred avenue for investors aiming to grow their wealth, outpace inflation, and achieve financial goals. However, the journey isn't a straight upward trajectory; the market experiences fluctuations and volatility that can challenge even the most seasoned investors. To read more, please click on the article below.

Asset allocation is the cornerstone of long-term investment success. It's the strategic mix of different investment types, such as stocks, bonds, cash, and alternatives, within your portfolio. This mix directly impacts your portfolio's risk and potential return. To read more, please click on the link below.

Every four years, investors' emotions run high as markets intersect with the U.S. presidential election. At Voisard Asset Management, our priority is clear: Empowering clients with data rather than political or emotional views. We believe that data-driven decisions are the key to successful investing, and we are committed to providing the facts to help our clients make informed, emotionless decisions. Please click on the article below for more insight.