Hazlett Wealth Management

"Where are the Customers' Yachts?"
Suzanne Hazlett, MBA, CIMA®, CFP®

Where Are the Customers' Yachts? initially published in 1940, is a book by Fred Schwed, Jr., a former trader on Wall Street and later author, after losing much of his wealth in the stock market crash of 1929. In his book, Schwed used wit and sarcasm to provide some transparency to the murkiness of the investment world.
WOOD RIVER WEEKLY
Published 1/11/23

“Where are the Customers’ Yachts?” — HAZLETT WEALTH MANAGEMENT www.hazlettwealthmanagement.com

A View of the Market: Through the Blockchain
Suzanne Hazlett

An NFT is an intangible asset that exists only in a digital universe. Essentially, these "non-fungible tokens" are digital collectibles kept on a decentralized ledger or blockchain. You can't touch an NFT, but you can own it.

Published Western Home Journal - Sun Valley
Summer + Fall 2022

A View of the Market: Through the Blockchain — HAZLETT WEALTH MANAGEMENT www.hazlettwealthmanagement.com

"Like soccer fans following their favorite players, investors have no small amount of anticipation, if not angst, about every move central banks are making on the gloab al economic playing field. In this intense time of soaring inflation and interest rates, what is the the Federal Reserve's game plan?"
-Larry Adam, III, CFA, CIMA®, CFP® Chief Investment Officer

Raymond James Investment Strategy Quarterly October 2022 — HAZLETT WEALTH MANAGEMENT www.hazlettwealthmanagement.com

Consumer Price Index Primer
Suzanne Hazlett, MBA, CIMA®, CFP®

The May 2022 Consumer Price Index (CPI) report was higher than expected, with the overall CPI increasing to 8.6% from one year earlier. The CPI measures the average change over time in the prices for a representative basket of consumer goods and services. The CPI increases or decreases based on average price movements inside the market basket.

WOOD RIVER WEEKLY
Published June 15, 2022

Consumer Price Index Primer — HAZLETT WEALTH MANAGEMENT www.hazlettwealthmanagement.com

Raymond James Investment Strategy Quarterly July 2022

Deciphering the Market's Difficult Message - Letter from the Chief Investment Officer Larry Adam, III, CFA, CIMA®, CFP®

Read More:

Raymond James Investment Strategy Quarterly July 2022 — HAZLETT WEALTH MANAGEMENT www.hazlettwealthmanagement.com

Upside of Down Market
Suzanne Hazlett, MBA, CIMA®, CFP®

Legendary investor Warren Buffett doesn't try to guess how current events will play out in the market. "I don't think I can make money by predicting what's going to go on next week or next month," he said. "I do think I can make money by predicting what will go on in the next ten years."

WOOD RIVER WEEKLY
Published 5/18/22

Upside of Down Market — HAZLETT WEALTH MANAGEMENT www.hazlettwealthmanagement.com

Consumer Price Index Primer
Suzanne Hazlett, MBA, CIMA®, CFP®

May 2022 Consumer Price Index (CPI) report was higher than expected, with the overall CPI increasing to 8.6% from one year earlier. The CPI measures the average change over time in the prices for a representative basket of consumer goods and services. The CPI increases or decreases based on average price movements inside the market basket.

WOOD RIVER WEEKLY
Published June 15, 2022

Consumer Price Index Primer — HAZLETT WEALTH MANAGEMENT www.hazlettwealthmanagement.com

Equity Performance During Tightening Cycles
Suzanne Hazlett, MBA®, CIMA®, CFP®

The Federal Reserve raises interest rates or tightens the monetary policy to slow down overheated economic growth. Increasing interest rates elevates the cost of borrowing and effectively reduces its attractiveness.

WOOD RIVER WEEKLY
Published April 6, 2022"

Equity Performance During Tightening Cycles — HAZLETT WEALTH MANAGEMENT www.hazlettwealthmanagement.com

HWM Women in Finance Spotlight is on
SUZANNE HAZLETT, MBA, CIMA®, CFP®
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst®

"I write and publish articles about money matters as part of my efforts to demystify and simplify their complexity. I do believe as financial professionals; we can help clear a path toward greater understanding and investor self-confidence. By writing about rites of passage and the connection between our experiences and our finances, the lessons become relatable."

To learn more about Suzanne and Hazlett Wealth Management visit:
https://www.hazlettwealthmanagement.com/

Raymond James 2Q22 ISQ

"While we still hope that Russia will give peace a chance, we believe Western nations will continue to come together to punish Putin's actions. But despite geopolitical hotspots, rising interest rates, higher commodity prices, and an uptick in volatility we still think there will be something in the way the economy and financial markets move in the months ahead." -Larry Adams, CIO RJ

Raymond James Investment Strategy Quarterly — HAZLETT WEALTH MANAGEMENT www.hazlettwealthmanagement.com

WHY CONSIDER A ROTH CONVERSION?
Suzanne Hazlett, MBA, CIMA®, CFP®

Introduced under the Taxpayer Relief Act of 1997, the Roth Individual Retirement Account (IRA) is named after U.S. Senator William Roth. Roth IRA contributions are made with after-tax money and are not tax-deductible. The key benefit is earnings within the account accumulate tax-free, and qualified withdrawals after years of growth are also tax-fee. The catch is not everyone is eligible to contribute to a Roth IRA due to annual income limits.
WOOD RIVER WEEKLY
Published 3/23/2022

Why Consider a Roth Conversion? — HAZLETT WEALTH MANAGEMENT www.hazlettwealthmanagement.com

Women's History Month may be drawing to a close for 2022, but know we celebrate women every day of the year.