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.
2021 Q3 - Quarterly Economic Update - *Latest*
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.
2020 Q4 - Quarterly Economic Update
A snapshot of changes in the economy and markets and their implications for investors.
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.
2020 Q3 - Quarterly Economic Update
A snapshot of changes in the economy and markets and their implications for investors.
Proactive Year-End Tax Planning
End the year strong with these tax planning opportunities - your future self will thank you.
Low Interest Rates
Aside from refinancing at low interest rates, what does this mean for the markets?
2020 Q2 - Quarterly Economic Update
A snapshot of changes in the economy and markets and their implications for investors.
2020 Q1 - Quarterly Economic Update
A snapshot of changes in the economy and markets and their implications for investors.