Mastering Your Money | January 2024

Happy New Year! As we enter the new year, we are continually committed to providing you with personalized financial advice and strategies that align with your goals and values. We are grateful for the trust and support you have shown us throughout the last year.? At MDL Wealth Management, our goal is to help you achieve your financial aspirations and secure a better future for yourself and your loved ones. We are also here to answer your questions about today and tomorrow.? With solid financial planning, it’s not just about the present, it’s about your long-term future as well.

Please take a second to subscribe to our LinkedIn newsletter today too!

2024 Is Upon Us: Discover More About What's Ahead

It’s important to look ahead as we begin a new year.? With this LPL Research Outlook on 2024, we provide in-depth insight and analysis into this year’s opportunities, challenges and potential surprises. Remember: making progress toward long-term financial goals requires a strong plan and sound advice. With the insights in this report, combined with steady guidance from MDL Wealth Management, we hope to position our investors to navigate this turning point and achieve your goals and objectives. DISCOVER MORE

The Key Developments | December 2023 Market Report

In the MDL Monthly Market Recap for December, Ted Albrecht does a terrific job of wrapping up 2023.? Some highlights, some lowlights, but it was good to see the market finish the year with a rally.?

In December, the Dow rose 4.9%, the S&P 500 advanced 4.5%, and the NASDAQ jumped 5.6%. Small-caps had a particularly standout month, as the Russell 2000 surged 12.2%.

Overall in 2023, the Dow logged a 16.2% gain, the S&P 500 added 26.3%, and the NASDAQ blazed higher by 44.6%.? What does it mean for 2024?? Do yourself a big favor and read this market report to find out today. READ MORE.

Let's Get a Jump on 2024 Together

If you want to get serious about your financial plans in 2024, then it's time you had a meeting with MDL Wealth Management. Mike and Ted are here to help you as your real-life financial planners.? At MDL Wealth Management, we can help you understand what must be done to reach your financial goals and get you started firmly on the path to success.

Whether you’ve made more money last year than in previous years and don't know what to do with your newfound surplus, or you haven’t made as much and are seriously considering cutting your contributions to your retirement plan, now’s the time to reach out to MDL Wealth Management.

With the calendar already flipped to 2024, reach out and get an appointment setup.? We’re here.? We’re ready to assist you now.? LET’S MEET.

Life Demands Your Attention!

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.? That's why we are here to help. 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. DISCOVER MORE

Sponsoring New Life Village's Casino Night

For the second year in a row – MDL Wealth Management is excited to be one of the key sponsors of New Life Village’s Casino Night - Escaping Away to Margaritaville! March 2nd will be an unforgettable night of fun, games, and fundraising.

New Life Village provides a residential community where families seeking permanency for children impacted by foster care or trauma can seek healing in a safe and stable intergenerational Village. NLV opened its doors in 2012 and is located in Tampa, Florida – an area which is heavily impacted by both the affordable housing and foster care crises. NLV is an intergenerational community designed to support families raising foster to permanency and kinship children who have survived abuse, neglect and trauma, offering them program-rich, below-market housing and onsite wrap-around services.

So get ready to hit the jackpot and make a difference in the lives of New Life Village residents ... we're sure to have a night full of high stakes, big wins, and endless fun. Don't miss out on this opportunity to show your support and have a blast while doing it. For Sponsorship opportunities and tickets, CLICK HERE.

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Thank you for reading our newsletter, packed with terrific information on financial planning.? If you missed our last Newsletter, READ MORE.?

If you have a topic you’d like to see us cover, please leave us a comment.? Or give us a call or stop by our offices off Dale Mabry in Carrollwood. We’d love to hear from you!