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. 

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Read the financial news today and it's highly likely you'll see the term...

Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals...

It's probably a fair assumption to say that most investors are happy 2022 is in the books...

Happy New Year and welcome to 2023!

We believe that the best client is an informed client. For this reason, throughout the year we provide our clients with...

"May you live in interesting times," is an expression where someone...

Investors understand that markets go up and also go down. After being treated to better than average...

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities...

When looking back, from the March 2020 lows until January 2022, investors were treated to a 21-month...

During the last few years, borrowers and spenders have enjoyed historically low interest rates. However,...

The past few years have proved the Greek philosopher Heraclitus right when he proclaimed that, "the only thing constant is change."

In February of 2022, the IRS and Department of Treasury release 275 pages of proposed regulations to implement the SECURE Act...

Tax planning should always be a key focus when review your personal financial situation..

Baseball legend Yogi Berra once said, "It's tough to make predictions, especially about the future." This holds true when...

2021 closed as a banner year for many investors. Although history will record the...

Happy New Year and welcome to 2022!

Throughout the year, our goal is to provide our clients a wealth of consistent and pertinent information on the financial markets...

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and...

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...

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.

Discipline has always played a fundamental role in investing and many best practice approaches start by having investors define their personal goals.

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 is a part of the investment experience and seasoned investors understand that acting emotionally can be more harmful than helpful.

Proactive tax planning focuses more on what goes into your pocket rather than just what you make. 

A snapshot of changes in the economy and markets and their implications for investors.

You've heard the terms "Traditional IRA" and "Roth IRA", but which one is right for you? Explore the benefits and differences of each.

Tax savings updates and strategies for the upcoming year. 

What to watch for in 2021 and helping you plan with our checklist of events that may affect your tax situation.

New Administration could mean changes in the market. Find out what the proposed changes are and how to prepare for potential volatility.

End the year strong with these tax planning opportunities - your future self will thank you.

Aside from refinancing at low interest rates, what does this mean for the markets?

Find out how the new SECURE Act affects you and your retirement.