Mastering Your Money: MDL #1
MDL Wealth Management
MDL Wealth Management utilizes an individualized approach to financial planning that is tailored to your specific needs.
Mastering Your Money?
Welcome to the first MDL Wealth Management LinkedIn Newsletter! We are excited to get this started with you in mind. We’re entering a busy time of the year with school starting, football season kicking off (Go Gators!) and hopefully cooler weather as well.? As part of Mastering Your Money, we promise to keep you in the loop on:???
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After you read this newsletter, if you have a topic you’d like to see us cover, please leave us a comment.? Or give us a call. We’d love to hear from you!
Bucket List Family Vacations | Travel Budget
This summer Mike and his family went to Paris with close friends.? Please reach out to Mike -- he'll tell you all about it. He says it was the trip of a lifetime!? Did you go on a bucket list trip this summer, or are you planning one in the next year?? Do you have a travel budget?? If not, we can help you get on track to your next bucket list destination.?
Is Your Money Earning Money? | Best Practices in Banking
Is your money in the bank earning money? Have you looked to see what the interest rates are on your checking and savings accounts at your big box bank lately?? If you are not earning more than 4% on your savings account, you should consider exploring other banks that will pay you market rates. In addition, some online banks are offering higher than average rates if your paycheck is directly deposited.? We’re glad to talk to you about a few options.? Give us a call to learn more.?
In addition, brokered CDs and U.S. Treasuries are quite popular. We have talked more about these with clients in the last year than we ever have.? Reach out to us to find out if they might be a good addition to your portfolio as well.? CONTACT US
Steadily Climbing Stocks | July’s Market Recap
While many of us were away on vacation in July, the market was steadily climbing in the seventh month.? A couple of big highlights this year already include:?
The S&P 500 has gained 20% this year: its best performance through the first seven months since 1997.?
The Nasdaq Composite surged 37%: its best performance through the first seven months since 1975.
Even if you don’t follow the market, you might recall these performances are a far cry from the expectations at the beginning of the year: READ MORE
Your Wallet Goes In Many Directions | Next Gen Professionals
If you are in your 20s or 30s, it can often feel like your wallet and your time are in high demand. It’s a constant juggle between managing student loans, housing payments, investment opportunities like stock options, and saving for significant life events and retirement. You truly want to be independent, but it all can be overwhelming.
That's where we come in.? At MDL we are dedicated to providing you with personalized financial planning services that empower you today. Success isn't just about accumulating wealth; it's about crafting a comprehensive strategy that enables personal freedom and happiness too. READ MORE?
To step up your planning for your future, we’d love to start with a simple conversation. CONTACT US
The Key Developments | June's Market Recap
If your summer schedule kept you busy and you missed the MDL June Market Recap, worry not. Our recap captures the most significant trends and shifts that influenced the financial market. Bottom line: the fireworks show with the markets this year continued in June:?
June was an especially good month for small-cap stocks. For a summary of more key developments: READ MORE
Hold On Just a Minute | Beyond Transactional Interactions
At MDL, we firmly believe that service is not just a department, it's an attitude. We understand every client is unique and special.? We focus on delivering services that are proactive, well thought out and tailored to meet your specific needs.
We go beyond mere transactional interactions. We are committed to fostering long-lasting relationships and ensuring your satisfaction. This dedication is what sets us apart in a competitive marketplace and reinforces why at MDL, service truly matters. READ MORE
Thank you for reading Mastering Your Money!?
If you have any questions or need assistance - please feel free to reach out to us.? Or stop by our Tampa offices off Dale Mabry in Carrollwood. OUR TEAM
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Director of Strategic Accounts Florida Public Sector
1 年Yes recently learned about the fact we could earn over 4% on our money which was earning 0% for a decade! Mike and Ted have been great advisors for us and manage our retirement proactively, which we were only doing reactively in the past. It was kind of like - whatever 401K's or Education Savings Plans we had sat there in the same funds with no adjustment. They have been great for us!