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Market Updates

TLWM Market Updates

The FIRE Method: What It Is & How To Do It

Submitted by TLWM Financial on June 28th, 2023

Freedom is not won by sitting idly and hoping for a miracle. Financial freedom requires vision, courage, and sacrifice for a higher goal. The Financial Independence, Retire Early (FIRE) movement is a part of that vision.

Tags:
  • budgeting
  • financial review
  • Retirement Planning
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6 Retirement Tips for the Sandwich Generation

Submitted by TLWM Financial on June 28th, 2023

Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation."  While each generation comes with its own array of financial challenges, the sandwich generation often feels a tight financial squeeze as they juggle the cost of care for their elderly parents with care for their children.

Tags:
  • financial review
  • Retirement Planning
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Monthly Market Update

Submitted by TLWM Financial on June 6th, 2023

May was another fairly steady month for stocks with some volatility to close out the month as investors watched the ongoing debt ceiling negotiations carefully.  The S&P 500 closed the month slightly higher, and is now up about 9% year to date.   (YCharts) 

Investors have had a number of headwinds to contend with this year including recession risk, hawkish monetary policy, and the risk of a US debt default (debt ceiling).  Despite these factors, we’ve seen markets rally about 16.5% over the last 8 months (since Oct 1st). 

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  • Market
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Teaching Your College-Age Child about Money

Submitted by TLWM Financial on May 25th, 2023

When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it's time for you to make sure that your child has enough financial knowledge to manage money at college.

Tags:
  • budgeting
  • College Planning
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Benefits of Owning a Second Home in Today’s Market

Submitted by TLWM Financial on May 25th, 2023

Summer is here and with it are fanciful dreams of owning a second, seasonal home. Maybe it’s a beachside bungalow or a mountain cabin or a lakefront cottage with a front porch and a sweeping view of the sunlight on the water. All of them no doubt sound enticing, but fulfilling this dream takes attention to detail and a firm vision of your long-term goals.

Tags:
  • financial review
  • second home
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Financial Planning Challenges and Strategies for the Sandwich Generation

Submitted by TLWM Financial on May 25th, 2023

Almost half of all adults are part of the "sandwich generation." These are adults in their 40s and 50s who are helping support or care for a parent while also supporting or caring for a child.1

Tags:
  • financial review
  • Retirement Planning
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5 Ways to Protect Your Home from Summer Storms

Submitted by TLWM Financial on May 25th, 2023

[QUESTION]

I know that hurricane season starts on June 1. What should I be doing to protect my home (and my finances) from storms this summer?

[ANSWER]

Tags:
  • financial review
  • insurance
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Monthly Market Update

Submitted by TLWM Financial on May 1st, 2023

After experiencing some volatility in March, stocks settled down in April as the S&P 500 closed the month about 1.5% higher.  We are now a third of the way through the year and it’s been a good start for stocks as the S&P 500 is up about 8.5% year to date. (YCharts)

This month we’re going to highlight three potential market movers that we’ll be watching closely in the weeks and months to come:

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  • Market
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2023 FORBES BEST-IN-STATE WEALTH ADVISOR

Submitted by TLWM Financial on April 20th, 2023

ENZO T. PELLEGRINO, CFP®  RECOGNIZED IN FORBES

AS A 2023 BEST-IN-STATE WEALTH ADVISOR

-- Named the 19th Advisor in Texas--

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  • Press Release
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529 Plans and Alternatives: Making an Educated Decision about Education Savings Options

Submitted by TLWM Financial on April 12th, 2023

Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also the future of society. It is an act of generosity, forward-thinking, and love. However, this type of investment can be more complicated than initially thought. Which plan should you choose and how do you decide?

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