Wealthcare Financial Group, Inc.

And? Where's the lie? We wouldn't be "The Real HU" if this were not true. 💙❤️

I am delighted to be sharing panel on "Wealth and Health Wellness", with fellow Howard University alumni, colleagues and friends at Bison on The Vineyard, August 16th. Hope to see you there!

New article by a national publication (Investment News Magazine) about Wealthcare Financial Group, Inc. serving medical professionals.

Hmm, maybe it's time I take new pictures, seeing as I'm more grey than not these days. LOL! 😉

Giving medical clients the correct financial diagnosis - InvestmentNews Mountains of debt, delayed earning curve, and poor psychological health are common challenges in demanding profession.

Many thanks to Tony O. Lawson, Co-Founder of SHOPPE BLACK for highlighting the work that we do for Physicians and Healthcare Professionals, through Wealthcare Financial Group, Inc.™.

Wealthcare Financial Group: Helping Healthcare Professionals Secure Their Future Martin A. Smith is the founder of Wealthcare Financial Group, Inc. In this interview, he shared insights into his firm's mission,

New website for Wealthcare Financial Group, Inc.

Wealthcare Financial Group Inc. Tailored model portfolios, stewarding concentrated stock positions for growth and risk control. Advanced retirement and estate planning for enduring security.

“After a remarkable 21-year journey, we are thrilled to unveil our brand refresh for Wealthcare Financial Group, Inc. But this transformation goes beyond a mere logo update—our brand-new website is poised to launch imminently. Stay tuned as we usher in a new era of financial excellence. 🌟 ”

Having a truly diversified portfolio is the goal of portfolio management, and it is best revealed when the market throws an unexpected curve ball. One of the first things that I look for when conducting a portfolio review is which asset class is most dominant in the portfolio.

Despite how diversified the portfolio might look -because it may hold multiple stocks, or include various mutual fund families- the asset class with the greater percentage weighting in the portfolio will naturally have the most influence on its performance. While this may be good in a bull market, it won't feel so good in a bear market.

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Walida Sundiata Smith and I were invited to a meet and greet and breakfast gathering with Governor Wes Moore of Maryland. It was great seeing the Mayor of Atlanta, State Sen. Sonya Halpern, Congresswoman Lucy McBath, and my fellow HU alums Brian D. Granville-Esq, and State Rep. Inga S Willis.

Event risk is a fact of life. It's the unpredictable outlier that can cause a sharp decline in the market. Discerning the impact of an event on the economy is critical, as is understanding the potential socio-economic severity. Knowing how the government is likely to respond is also key. Learn more in Part 3 of our series of retirement investing, "The Economy, Markets and Your 401(K) Portfolio."

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Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Exploring Retirement Plans for Small Businesses Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

How Will the Economy React to AI? What do concerns or uncertainty about AI mean for your future and your financial strategy?

Have you been curious about the direction of the economy and what's causing the markets to perform the way they do? Pt. 2 of "The Economy, Markets and Your 401(K) Portfolio" is here to help! Learn about asset classes, risk, and how to make profits in your retirement accounts. Check it out now!

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Wealthcare Financial Group, Inc.™ | LinkedIn Wealthcare Financial Group, Inc.™ | 148 followers on LinkedIn. Together For Your Retirement | Wealthcare Financial Group, Inc.™ is a Registered Investment Advisory firm that provides retirement planning and investment management services. Since the founding of Wealthcare Financial Group, Inc.™...

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Stocks Snap Winning Streak Markets were quiet Monday but opened lower Tuesday in response to the...

Weekly Market Insights: Market Retreats on Inflation, Economic Reports.

The Federal Reserve's recent commentary offers some critical insights for those keeping an eye on the financial landscape:

▪️ The 10-year Treasury yield is currently around 4.11% as the Fed signals a cautious approach to rate cuts.
▪️ High-ranking Fed officials have suggested a restrained approach to rate cuts, with expectations ranging from two to three cuts. This might mean fewer cuts than previously anticipated.
▪️ Uncertainty is prevalent regarding the future of monetary policy, prompting a reevaluation of the potential timeline for interest rate cuts.
▪️ Even with concerns about the impact of higher rates on the economy, recent data and earnings results show a resilient economic picture.

These observations are purely informational and are not meant to suggest specific investment actions. As always, it's essential to stay informed about the financial landscape and consider how such changes might impact your individual circumstances.

Remember, understanding the financial world is a continuous process. Stay patient, stay informed, and keep your financial goals in mind.



Source:

10-year Treasury yield hovers around 4.11% as Fed speakers urge caution before cutting U.S. Treasury yields held steady on Wednesday as investors considered new commentary that signaled the central bank would proceed with caution.

Wrong on the economy

Trump Adviser FORCED to Make STUNNING Admission Live on Fox Former Trump economic adviser and current Fox Business host Larry Kudlow was forced to admit he was completely wrong about the Biden economy. Francis Maxwell...

It's easy to get caught up in a short-term outlook when the market is fluctuating, especially when it's on the rise.

In the video, Zoe Brunson, Chief Investment Strategist with AssetMark, explores the profound impact of adopting a long-term perspective on investment success compared to the allure of short-term gains.

https://share.vidyard.com/watch/gTi3TqDdKwEVymKdUYH6yj?vyemail=

In the ever-changing landscape of financial news, it's easy to be swayed by sensational headlines and the emotional rollercoaster they can induce.

This brief video featuring Zoe Brunson, Chief Investment Strategist with AssetMark, offers a calming perspective on maintaining a steady investment course despite unsettling news.

It emphasizes the significance of a disciplined, unemotional approach to investing, helping to make informed decisions even in the face of market volatility.

https://share.vidyard.com/watch/JdCDQZW8WJHAPDt3FMdmLp?vyemail=

Whether you're a seasoned investor or just starting, understanding the impact of time in the market is crucial for making informed financial decisions.

In this brief video, Zoe Brunson Chief Investment Strategist with AssetMark explores why staying invested over time often yields superior results compared to attempting to time the market.

Take a few minutes to watch the video and gain valuable insights that could shape your investment approach.

https://share.vidyard.com/watch/7L27FTFDb96aDnthMmcQAf?vyemail=

It's good to know where investors can generate positive alpha (i.e. ROI) during a recessionary economy.

Recession Risk: Which Sectors are Least Vulnerable? We show the sectors with the lowest exposure to recession risk—and the factors that drive their performance.

Are you ready for a secure retirement?

Take our Retirement Readiness Quiz to see if you're on track for the retirement that you dream of - https://iiyo7tr3tzm.pro.typeform.com/wealthcare?typeform-source=www.upwork.com

Schedule an appointment, for a complimentary retirement planning session: https://calendly.com/wealthcarefginc/60min

Start your retirement journey wth our 12 question Retirement Readiness quiz. Are you ready for a secure retirement? Take our Retirement Readiness Quiz to see if you're on track for the retirement that you dream of: https://iiyo7tr3tzm...

It is an honor to be featured in Morningstar Magazine and I am grateful for the care and time they took with this article, including our photoshoot at Howard University.

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Each decade since the 1950s has favored a different asset allocation strategy. Building a model portfolio that reflects the current and future economic cycle is our approach vs. relying merely on S&P 500 over a 10-year period and hoping that the S&P 500 is positive at the same time when our clients need shift from accumulation (i.e., growth) to distribution (i.e., income).

The Key Investment Theme of Each Decade (1950-Today) Here are the investment themes that have defined each decade from the 'Nifty Fifty' to the tech giants of the 2010s.

Only time will tell whose crystal ball is more accurate –the Fed’s GDPNow tool or economists.

It was great meeting a hometown friend, Rev. Dr. Frederick D. Haynes, III and new president & CEO of Rainbow Push. He preached the house down during today's luncheon.

Spelman College was founded in the basement of this historic church on April 11, 1881, by Sophia B. Packard and Harriet E. Giles, who embarked upon an educational mission, was the creation of a school for Black women and girls.

Federal Reserve Chair Jerome Powell has indicated the possibility of one more rate hike before the end of the year, but the market and a few Fed presidents are suggesting rates may be high enough.

Both Atlanta Federal Reserve President Raphael Bostic and Philadelphia Federal Reserve President Patrick Harker have joined the chorus by questioning the necessity of further rate hikes, bringing the central bank into the spotlight.

With only two meetings remaining, it is our hope that Powell and his team can navigate through the confusion caused by various economic reports and reach a consensus on future rates.

Had a nice time speaking with my wife's cousin, Congressman Clyburn of South Carolina. He was delighted to learn that one of his kin-folk was in the building.