Dear clients and friends, We hope each of you is enjoying the summer months and a more stable market environment. As we progress further into the second half of the year we wanted to provide a quick update on the markets as well as introduce a concept called “Direct Indexing” which is becoming a bigger …
Tag Archives: Wealth Management
The U.S. Federal Reserve, Russia/Ukraine conflict, and Inflation
We often speak to each of you about the dual mandate we have at Bauer Wealth, to protect assets to the best of our ability but also to position portfolios for growth and income.
The Importance of Stress Testing
When we help people construct their retirement plans, we highlight the importance of stress testing different factors that could have a negative impact on financial estimates
The Importance of Tailwinds
We have a tendency to focus only on the headwinds that are pushing against us but forget all of the tailwinds that work in our favor every single day
Financial Planning – Take 2
One of the foundational principals of financial planning is selecting and prioritizing goals for your life. But all too often when I sit down with someone for the first time and ask them what goals they have, I get a slightly panicked stare in return and they are unable to answer the question. “A Wells …