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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.

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Quarterly Economic Update Second Quarter 2023

The second quarter of 2023 tested even the most seasoned of investors...

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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...

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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...

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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...

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Weathering Volatility with a Long-term Strategy

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

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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...

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Quarterly Economic Update Fourth Quarter 2022

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

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Welcome to 2023!

Happy New Year and welcome to 2023!

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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...

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Going Back to Basics: Time to Review Some Important Financial Fundamentals

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

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Quarterly Economic Update Third Quarter 2022

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

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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...

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Quarterly Economic Update Second Quarter 2022

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

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Understanding Rising Interest Rates 

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

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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."

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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...

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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..

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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...

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2021 Q4 - Quarterly Economic Update

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

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Welcome to 2022!

Happy New Year and welcome to 2022!

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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...

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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...

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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...

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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.

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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.

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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

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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.

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2021 Proactive Tax Planning 

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

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2021 Q1 - Quarterly Economic Update 

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

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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.

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Planning for 2021

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

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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.

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