Bluewater Dental Advisors

A couple ways you can save for your child’s education:

-529 College Savings Plans

-Coverdell Education Savings Account (ESA

-Custodial Accounts (UGMA/UTMA)

Subscribe to my LinkedIn newsletter to learn more about these in the coming September edition.

Too many people jump right to the investment conversation first, but don’t have their bases covered.

Are you managing your cash flow? Are you properly protected?

Many of you may have heard about the recent Social Security data breach last month that imposed the threat of identity theft on millions of Americans. In my last edition of I fetched information on easy steps to take to protect yourself.

Check it out here:

Subscribe to my LinkedIn newsletter today and stay up to date on important economic updates and financial education.

Fetching Finance | August 2024 Fall is right around the corner and we can almost smell the crisp gameday air. Many of us are excited to kiss summer goodbye and welcome in some lower temperatures, but before we know it the holidays will be here which means we have about 2 good productive months left in this year to make the magic

I am a Certified Exit Planner that works with 7 figure dental practices.

I wish all practice owners understood the importance of these 2 things in their practice:

-Knowing their current practice value

-Having an exit strategy

Comment a 💡and I’ll send you information on how to identify the current value of your practice.

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

“Wait, I can do that?”

Yep, that’s right, read more about how you can access retirement funds before the age of 59½ without facing hefty penalties below 👇🏼

How Rule 72(t) Can Help Pre-Retirees Access Retirement Funds Early Discover how Rule 72(t) allows pre-retirees to access retirement funds early without penalties. Learn the benefits, risks, and how Huskey Financial can guide your retirement planning strategy.

If you’re a dentist and attending the South Carolina Dental Association Annual Event in Greenville, SC, come by our table and learn about practice growth, protection, and exit planning!

That’s Bluewater Dental Advisors’ mission.

William and I are here to meet some of the dental profession’s best. Let’s talk!

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates.

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower.

In case you missed it: in the June edition of , we shared some pretty big news!
We couldn’t help but seize the opportunity to sponsor Keenan Huskey on the Korn Ferry Tour while he makes his bid for the PGA. Feels pretty fitting don't you think? Join us in showing Keenan some love!

We've got some BIG news... keep your eyes peeled for THIS WEEK to find out 👀‼️🐺🏌🏼‍♂️⛳

Any guesses?

🤔 Did you know? Annuities have been around since ancient Rome! Imagine a financial tool that stood the test of time for centuries.

Curious to uncover the potential of an inflation-proof financial tool?

This month we are celebrating Annuity Awareness-- stay tuned for the June edition of where we are fetching everything you need to know about the various types of annuities! 💡

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Monthly Market Insights | June 2024 Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.

I bet you didn’t know that almost 90% of long-term disabilities are caused by illness rather than accidents (about 10%)...

Unless you read the May edition of our newsletter where you learned all about the importance of protecting your income 😉

In case you missed it, check out the resources we YOU right here! And don't forget to subscribe for next month!

April's stocks took a hit due to rising inflation and mixed economic news, despite a late-month rally fueled by strong Q1 reports from two mega-cap tech stocks.

Monthly Market Insights | May 2024 Despite a late-month rally, stocks fell in April as investors struggled with a hotter-than-expected inflation report and mixed news about the economy.

New episode AVAILABLE NOW! Let's dive deeper on what makes a successful entrepreneur with Dr. David Wyman. 👇

Apple: https://lnkd.in/gpQ7GiWe

Spotify: https://lnkd.in/g6nURQSy

Google Podcasts: https://lnkd.in/gGpWfXYi


2024-169949

New Episode TUESDAY💡Don't miss it!


2024-169949

The stock market saw solid gains this quarter, with AI news, soft landing signs, and dovish comments from the Fed fueling investor confidence.

Quarterly Market Insights | Q1 2024 Stocks notched solid gains in the first quarter as enthusiasm about artificial intelligence, signs of a soft landing, and dovish talk from the Fed buoyed investor confidence.

Join us for an enchanting evening at The Gibbs Museum in Charleston for the 4th Annual Going Places Gala on May 18, 2024!🌟 By joining us in this unforgettable evening, you will have the opportunity to support the Going Places program that provides disadvantaged kids with bicycles.

Enjoy live and silent auctions, a live DJ, musical entertainment, and more surprises to keep the celebration going all night. Indulge in delicious hors d'oeuvres, food stations, and an open bar while making a difference! 🚲🎉

Early Bird tickets are on sale now at a limited amount before pricing increases so don't delay!

https://event.gives/2024goingplacesgala

For the past few years we have been proud to support Going Places and their program that supplies disadvantaged children with a fresh set of wheels for wherever they may go! 🚲💨 We are so lucky to experience this every year and then come together to celebrate and raise money to do it all over again.

Join us in celebration and support at the 4th Annual Going Places Gala on May 18th ✨ We are thrilled to return for another night of magic, music, and memories and we would love to see you there. Early bird tickets are now on sale at a limited amount before pricing increases, so don't delay!

Check out more details here https://event.gives/2024goingplacesgala

We've got your on this week's episode of Portfolio Pulse !

Join us as we sit down with the incredible Courtney Turich, a dynamic entrepreneur with an altruistic spirit and a passion for empowering others. From her early days at Stryker to her entrepreneurial ventures featured on Shark Tank, Courtney's journey is one of resilience, innovation, and relentless pursuit of excellence.

Tune in to hear Courtney's insights on entrepreneurship, risk-taking, and the power of authenticity. Whether she's leading a top-performing team or navigating the complexities of Medtech, Courtney's story is an inspiration to us all.

Listen Now 👇

Apple:
https://podcasts.apple.com/us/podcast/portfolio-pulse-the-money-podcast-for-medical/id1557971982

Spotify:
https://open.spotify.com/show/1FhyPBz19HKWnLvAqb2XSO?si=642eca2b7fbc4ea6

Google Podcast:
https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy80ZGUwZmEwNC9wb2RjYXN0L3Jzcw==

February saw modest gains thanks to upbeat corporate reports and investor enthusiasm regarding artificial intelligence.

Monthly Market Insights | March 2024 Stocks notched solid gains last month as upbeat corporate reports and investor enthusiasm surrounding artificial intelligence overshadowed the Fed’s next move with interest rates.

What are you doing February 29th?

Come sip some wine with women talking about wealth 😉🍷

We have prepared an event with a group of some of the most qualified financial professionals (we may be biased) to sip and spill their knowledge to savvy business-owning women in Charleston. We are talking about the challenges business owners face such as protecting their businesses, exiting them, and other strategies. The spots are limited so don't wait up!

To register and find out more: https://bit.ly/3OsYuFO

All the *business* ladies! All the *business* ladies! Now put your hands up 🙌🎶

Join us as we fill the room with brilliant and connect them with a handful of financial professionals qualified to speak on how to overcome many of the obstacles business owners face.

Register with the link below to take part in this luxe intimate workshop filled with wine, education, and connection.

📍Uncork Charleston
February 29, 2024
5:30-8 PM

https://bit.ly/3OsYuFO

January's markets saw modest gains thanks to positive economic data and upbeat Q4 corporate reports which helped support prices.

Monthly Market Insights | February 2024 The Dow Jones Industrial Average advanced 1.22 percent, while the Standard & Poor's (S&P) 500 Index gained 1.59 percent. The Nasdaq Composite, which led throughout 2023, rose 1.02 percent.1