NEWSLETTERS
Whether it’s keeping up with financial news or market trends, McCarthy Wealth Management is dedicated to delivering sound information to our clients. Our newsletters are a brief overview and provide key highlights in a short 7-10 minute read.
Subscribe to our newsletter and stay updated with the latest market updates, economic perspectives, and educational events.
Quarterly Economic Update Second Quarter 2023
The second quarter of 2023 tested even the most seasoned of investors...
Ideas to Help Prepare for a Recession
For the last several months, talk of a recession has been making news headlines. Analysts and investors have been speculating if, when, and how bad of a recession the U.S. could experience...
Five Strategies to Improve Your Investing
There are numerous investment philosophies, but at the end of the day, almost all investors have a common goal...
Quarterly Economic Update - First Quarter 2023
The first quarter of 2023 had investors sitting on the edge of their seats as the equity markets took them for a bumpy ride. In the end, the quarter did close on a good note...
Weathering Volatility with a Long-term Strategy
Read the financial news today and it's highly likely you'll see the term...
Helpful Information for Filing 2022 Income Taxes and Proactive Tax Planning for 2023
Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals...
Quarterly Economic Update Fourth Quarter 2022
It's probably a fair assumption to say that most investors are happy 2022 is in the books...
There is Always a Reason to be Grateful!
We believe that the best client is an informed client. For this reason, throughout the year we provide our clients with...
Going Back to Basics: Time to Review Some Important Financial Fundamentals
"May you live in interesting times," is an expression where someone...
Quarterly Economic Update Third Quarter 2022
Investors understand that markets go up and also go down. After being treated to better than average...
Proactive Year-end Tax Planning for 2022 and Beyond
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities...
Quarterly Economic Update Second Quarter 2022
When looking back, from the March 2020 lows until January 2022, investors were treated to a 21-month...
Understanding Rising Interest Rates
During the last few years, borrowers and spenders have enjoyed historically low interest rates. However,...
Quarterly Economic Update First Quarter 2022
The past few years have proved the Greek philosopher Heraclitus right when he proclaimed that, "the only thing constant is change."
Proactive Retirement Strategies Using the SECURE Act
In February of 2022, the IRS and Department of Treasury release 275 pages of proposed regulations to implement the SECURE Act...
Helpful Information For Filing 2021 Income Taxes and Proactive Tax Planning
Tax planning should always be a key focus when review your personal financial situation..
Market Volatility: A Normal Part of the Investment Experience
Baseball legend Yogi Berra once said, "It's tough to make predictions, especially about the future." This holds true when...
2021 Q4 - Quarterly Economic Update
2021 closed as a banner year for many investors. Although history will record the...
Let Gratitude Be Your Attitude!
Throughout the year, our goal is to provide our clients a wealth of consistent and pertinent information on the financial markets...
Proactive Year-end Tax Planning for 2021
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and...
2021 Q3 - Quarterly Economic Update
Equity markets ended the third quarter with mixed results. While the quarter started with strong earnings reports, lifting many large US stocks during the summer, it ended...
Anticipating Rising Interest Rates
Interest rates play a crucial role in the American economic system. They influence the return on savings, the costs of borrowing and can have a bearing on the direction of many investments.
Focus on Factors You CAN Control
Discipline has always played a fundamental role in investing and many best practice approaches start by having investors define their personal goals.
2021 Q2 - Quarterly Economic Update
In the first half of 2021, investors welcomed a new administration, saw the reopening of many countries, experienced volatility in equit markets and ended a second quarter that produced many new highs
Market Volatility: A Part of the Investment Experience
Market volatility is a part of the investment experience and seasoned investors understand that acting emotionally can be more harmful than helpful.
2021 Proactive Tax Planning
Proactive tax planning focuses more on what goes into your pocket rather than just what you make.
2021 Q1 - Quarterly Economic Update
A snapshot of changes in the economy and markets and their implications for investors.
Traditional and ROTH IRAs - Strategies for Building Your Retirement
You've heard the terms "Traditional IRA" and "Roth IRA", but which one is right for you? Explore the benefits and differences of each.
Planning for 2021
What to watch for in 2021 and helping you plan with our checklist of events that may affect your tax situation.
Strategies for Investors in Uncertain Times
New Administration could mean changes in the market. Find out what the proposed changes are and how to prepare for potential volatility.