Warren Street Wealth Advisors

Election seasons often stir emotions, but it’s important to remember that over time, markets have been driven by fundamentals rather than which party is in power. 📈 The S&P 500 has consistently trended higher over the long term, regardless of who’s in the Oval Office. Here are a few things to keep in mind:

1️⃣ Markets have grown over time, no matter the party in charge.
2️⃣ Economic factors like company growth, earnings, and technology advancements have more impact on the market than political shifts.
3️⃣ Focus on your long-term financial goals, not short-term events.

📖 Curious about what this could mean for your investments? Check out our latest blog for a deeper dive into how the new administration's policies may impact your financial strategy.

https://warrenstreetwealth.com/how-will-the-election-results-impact-your-financial-future/?utm_source=facebook&utm_medium=organic&utm_campaign=election-results-impact

Exciting news! Emily Balmages, CFP® was recently featured in Financial Planning Magazine, sharing valuable advice for those preparing for the CFP exam. With the November exam dates approaching, she encourages future planners to, 'Thoroughly understand and memorize the CFP Board’s Code of Ethics and Standards of Conduct. Not only will this be essential for passing the exam, but it will also provide a strong foundation for a successful career.'

https://www.financial-planning.com/news/tips-on-passing-the-cfp-exam-from-those-who-have-been-there

We’d also like to send our best wishes to our very own advisor, Veronica Cabral (also Vee Makes Cents), as she prepares for her CFP exam next July. Best of luck with your studies, Veronica!

Today, we celebrate the importance of saving money and the positive impact it can have on our lives. Whether you're a seasoned saver or just getting started, World Savings Day is a reminder that every penny counts.

Remember, the journey to financial freedom starts with a single step. Take that step today and secure a brighter future for yourself and your loved ones.

Navigating the markets during election season can feel overwhelming, but staying informed and level-headed is key to protecting your financial future. Check out our latest blog where we share four essential tips to help you stay on track, even during times of political uncertainty. 📊🗳️

👉 Read the full guide and feel free to share it with friends!

https://warrenstreetwealth.com/4-tips-for-navigating-the-markets-during-election-season/?utm_source=facebook&utm_medium=organic&utm_campaign=election-2024-tips

4 Tips for Navigating the Markets During Election Season - Warren Street Wealth Advisors Navigating the markets during election season can feel overwhelming, but staying informed and level-headed is key to protecting your financial future. Check out our latest blog where we share four essential tips to help you stay on track, even during times of political uncertainty. Read the full gui...

Ready to unlock the secret to growing your investments? 💡 Discover the power of compounding! 📈 Our latest blog breaks down how this simple yet powerful tool can help you achieve the financial future you desire. Learn why starting early and using tax-advantaged accounts can make a huge difference. 🌟 Don’t miss out on these essential tips to maximize your savings. Read the full post now!

https://warrenstreetwealth.com/how-compound-returns-work-a-guide-to-growing-your-money/?utm_source=facebook&utm_medium=organic&utm_campaign=compounding

How Compound Returns Work: A Guide to Growing Your Money - Warren Street Wealth Advisors Ready to unlock the secret to growing your investments? Discover the power of compounding! Our latest blog breaks down how this simple yet powerful tool can help you achieve the financial future you desire. Learn why starting early and using tax-advantaged accounts can make a huge difference.

Medicare open enrollment is just around the corner! From October 15 to December 7, you have the opportunity to review and make changes to your Medicare plan. This is the perfect time to:

1️⃣ Review Your Current Plan: Assess your current coverage and healthcare needs.
2️⃣ Compare Plans: Look at different plans to see if there’s a better fit for you, especially if your health needs have changed.
3️⃣ Check Costs: Ensure your plan is cost-effective and that you’re getting the best value for your premiums.
4️⃣ Consider Benefits: Evaluate additional benefits like dental, vision, and prescription drug coverage.

Don’t miss this chance to optimize your healthcare coverage! Mark your calendar and make informed decisions about your Medicare plan.

Today is the perfect day to take control of your financial future and make those savings goals a reality. Whether you're saving for a dream vacation, a new home, or just a rainy day, every little bit counts.

Ready to take the next step in your financial journey? Visit our website and let us help you reach your goals!

https://warrenstreetwealth.com/schedule-new-clients/

September 29th is World Heart Day! ❤️🌍

At Warren Street, we believe true wealth goes beyond your bank account. It's about having the freedom to spend your time how you want, creating cherished memories, and nurturing your overall wellness. Our "Health & Wealth" initiative promotes wellness in all aspects of our clients' lives—from financial health to physical and social well-being.

We frequently host “Health & Wealth” events, often centered around pickleball, a favorite sport among our team and clients. Check out our photo gallery for a peek into past events and visit our website to learn more about what we do. Join our mailing list to stay updated on future events!

pc: .portfolio

We’re incredibly thankful for feedback like this from our clients. At Warren Street Wealth Advisors, we go beyond managing investments—we’re dedicated to supporting your entire financial journey and helping you reach your long-term goals.

Thank you for trusting us with your financial future! If you know someone who could benefit from our financial guidance, please refer them to us. We’re always here to help!

*This is an unpaid testimonial from a Warren Street client.

Feeling confident about your company's future? You might be falling into a common behavioral trap known as familiarity bias. This can lead to the false assumption that your own company is safer, affecting your investment decisions. Instead, rely on objective data and research rather than emotions to make informed choices. Check out our website to learn how we help Fortune 500 employees and large company employees maximize their equity compensation.

https://warrenstreetwealth.com/fortune-500-and-large-company-employees/

Equity compensation can boost your income and wealth, but it's crucial to manage it wisely. Understand the details of your package, from vesting schedules to tax implications. Avoid concentration risk by diversifying your investments.

At Warren Street, we help clients navigate equity compensation, integrate it into their financial plans, and manage risks effectively. Read more on how we help maximize your wealth-building opportunities in the blog.

https://warrenstreetwealth.com/equity-compensation-benefits-and-risks-you-need-to-know/?utm_source=facebook&utm_medium=organic&utm_campaign=equity-compensation

Equity Compensation: Benefits and Risks You Need to Know - Warren Street Wealth Advisors Equity compensation can boost your income and wealth, but it's crucial to manage it wisely. Understand the details of your package, from vesting schedules to tax implications. Avoid concentration risk by diversifying your investments. Read more on how we help maximize your wealth-building opportunit...

We're thrilled to share this incredible feedback from one of our valued clients! Thank you for trusting us with your financial journey! We're here to help you make sense of it all and achieve your goals.

If you know someone who could benefit from our personalized financial guidance, please refer them to us—we're always here to help!

*This is an unpaid testimonial from a Warren Street client.

Our Lead Advisor, Bryan Cassick, MBA, CFP®, was recently featured in an article on Financial Planning! Here's his take:

"Clients should consider savings and investment products like 529 plans or custodial accounts to plan for major educational costs."

Planning ahead can make a big difference in managing educational expenses. Let's make sure your financial strategy is ready for the school year! 📚🎓 Read more here: https://www.financial-planning.com/news/back-to-school-is-a-reminder-for-financial-advisors-to-review-clients-educational-savings-goals

Get to know Len Hanson, a cornerstone of our team since the very beginning. With over a decade of experience, Len has helped hundreds of Chevron clients achieve their retirement dreams with confidence and peace of mind.

Curious to learn more about Len's journey and how he can assist you or someone you know? Check out our latest "Meet the Team" blog post and see why Len is such a valued part of Warren Street!

https://warrenstreetwealth.com/meet-the-team-len-hanson/?utm_source=facebook&utm_medium=organic&utm_campaign=len-hanson-chevron-financial-advisor-blog

Meet the Team: Len Hanson - Warren Street Wealth Advisors Get to know Len, a cornerstone of our team since the very beginning. With over a decade of experience, Len has helped hundreds of Chevron clients achieve their retirement dreams with confidence and peace of mind. Curious to learn more about Len's journey and how he can assist you or someone you know...

Happy National Financial Awareness Day! Today serves as a reminder to stay mindful of our financial health and habits. Take this opportunity to assess your financial goals, track your spending, and review your budget. Whether it's planning for retirement, saving for a dream vacation, or tackling debt, being aware of your finances is the first step toward achieving your goals. Let's empower ourselves with knowledge and make informed decisions for a brighter financial future!

In our first installment, we explored avoiding credit card debt, the benefits of long-term investing, and retirement accounts like 401(k)s and IRAs. Now, let’s dive into three more essential investment concepts:

1️⃣ Diversification is key
2️⃣ Avoid speculative behaviors
3️⃣ Invest according to your plan

Ready to start your investment journey? Read about it in the blog and reach out to set up a time, and let’s talk about meeting your financial goals!

Young Investor’s Guide to Building a Financial Future—Part 2: Investing for Your Goals - Warren Street Wealth Advisors In our first installment, we explored avoiding credit card debt, the benefits of long-term investing, and retirement accounts like 401(k)s and IRAs; now, let's dive into three more essential investment concepts: diversification is key, avoid speculative behaviors, and invest according to your plan.....

Curious about how a divided Congress or a one-party controlled Congress might impact your investment returns? Data shows that the S&P consistently delivered positive average annualized returns in both scenarios. It turns out, there can be a silver lining to gridlock in Washington.

Source: Y Charts

If you had invested only during Republican or Democratic Presidencies, you would have missed out compared to staying invested throughout all administrations, regardless of the party in power. This highlights the importance of avoiding political biases and focusing on data that supports long-term investment success.

Source: YCharts

&P