Discussing several common life stages and decisions Wealth E&P’s clients often need financial advice or help with
September 27, 2021
Welcome to Wealth Enhancement & Preservation’s Market Minute, where we get to update you on everything that happened in the financial markets this week. My name is Armand Glassman, and I am a partner at Wealth E&P and work as the Chief Portfolio Manager and a Certified Financial Planner™.
Last week, the NASDAQ was flat, but the DOW and S&P were up slightly. However, today I want to discuss something besides portfolio management – I want to focus on life events.
Perhaps like me, you're expecting a new grandchild soon, or you want to buy a second home. Maybe you own a business that you're looking to sell so you can move on. Wealth Enhancement & Preservation can help provide answers so that you can make the right decisions in any of these situations. Should you set up a UTMA or 529 plan for your grandchild? Should you finance or purchase that second home? Did you sell that business to the right buyer?
Wealth Enhancement can be your advisor and guide through the process. Give us a call or contact us at any time, and we can discuss how we can best serve you.
If you have any other questions for us, if you want a risk profile, or if you would like a retirement projection, please feel free to reach out or visit www.wealthep.com. Otherwise, stay tuned for our next Market Minute next week!
At Wealth Enhancement & Preservation, we are here to serve as your financial advisor and source of support in the Alpharetta, GA, Cartersville, GA, and Charleston, SC areas. Our advisors are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.