Waymaker Wealth Advisors

Social Security benefits are taxable?!? Yes, but there are strategies to help minimize the impact. Learn more in our latest blog. https://www.waymakerwa.com/insights/blog/yes-social-security-income-is-taxable-but-yours-doesnt-have-to-be/

The Fed didn’t cut rates last week. Will that prove to be a meaningful policy mistake? Get insights in the Weekly Market Commentary. https://www.waymakerwa.com/insights/blog/market-commentary-risks-increase-but-dont-overreact-to-the-turbulence/

Washington drama. Geopolitical risks. Renewed concerns about a slowing economy. Worries are building for investors, but all is far from lost. Read more about it in the Weekly Market Commentary. https://www.waymakerwa.com/insights/blog/market-commentary-risks-increase-but-dont-overreact-to-the-turbulence/

Do you know what your risk tolerance is when it comes to investing? Answer a few easy questions, and we can help you discover the right strategy for you. https://www.waymakerwa.com/risk-tolerance-quiz/

How could Biden dropping out of the presidential race affect the stock market? We dive into this in-depth in our latest blog. https://www.waymakerwa.com/insights/blog/election-surprise-is-something-new-not-1968-redux/

The economy grew well above expectations in Q2. What could this mean for investors? Learn more in the Weekly Market Commentary. https://www.waymakerwa.com/insights/blog/market-commentary-more-reasons-we-think-this-bull-market-has-plenty-of-life-left/

Yes, we think small caps will outperform large caps the rest of this year, but that doesn’t mean large caps can’t have some more fun too. Read more about it in our Weekly Market Commentary. https://www.waymakerwa.com/insights/blog/market-commentary-more-reasons-we-think-this-bull-market-has-plenty-of-life-left/

What’s one of the most powerful tools to help protect your business and help retain key employees? Life insurance! Learn why in our latest blog. https://www.waymakerwa.com/insights/blog/life-insurance-strategies-for-business-owners/

Politically and historically speaking, Biden dropping out of the presidential race was big news. But what about its potential effect on the economy? https://www.waymakerwa.com/insights/blog/election-surprise-is-something-new-not-1968-redux/

There are many uses for life insurance that go beyond securing a death benefit for loved ones. Find out how you could use it to help protect you, your business and its employees. https://www.waymakerwa.com/insights/blog/life-insurance-strategies-for-business-owners/

The S&P 500 fell for the second consecutive week. But we think there’s still plenty of life left in this bull market. Why? Read our Weekly Market Commentary. https://www.waymakerwa.com/insights/blog/market-commentary-more-reasons-we-think-this-bull-market-has-plenty-of-life-left/

We know that many parents are never emotionally “ready” to send their child off to college, but are you ready financially? Take our quick quiz to gauge your ability to help pay for your child's college expenses. https://www.waymakerwa.com/college-readiness-quiz/

The Carson Investment Research team has released its Midyear Outlook 2024 white paper. Learn more and download your copy today. https://www.waymakerwa.com/insights/blog/carson-investment-research-forecasts-the-rest-of-2024/

There are three big things happening in the US economy. Find out what they are in the Weekly Market Commentary. https://www.waymakerwa.com/insights/blog/market-commentary-small-caps-finding-support-and-three-important-manufacturing-trends/

We didn’t see a recession this year and continue to expect no recession in 2024. Learn more in our Midyear Outlook webinar, now available for viewing on-demand. https://pages.waymakerwa.com/aQ9AAK_webinar?key=midyear-outlook-2024&_gl=1*t1wgbr*_gcl_au*MTg5NzIzMjYzNy4xNzIwNDU1MTMw*_ga*NDYxMjE5NjgyLjE3MjA0NTUxMzA.*_ga_C4PE7EFR6L*MTcyMTY3MDg0My4zOS4xLjE3MjE2NzA4NDMuNjAuMC4w

Curious about what might happen in the markets and economy during the final months of 2024? Get in-depth analysis from the Carson Investment Research team. https://www.waymakerwa.com/insights/blog/carson-investment-research-forecasts-the-rest-of-2024/

We’ve liked small caps all year and we’ll be the first to admit they’ve been frustrating. But the times, they are a-changin’! Find out why in the Weekly Market Commentary. https://www.waymakerwa.com/insights/blog/market-commentary-small-caps-finding-support-and-three-important-manufacturing-trends/

What will Q3 bring? Hear from two prominent voices within the financial services industry in our Midyear Outlook webinar, now available for viewing on-demand. https://pages.waymakerwa.com/aQ9AAK_webinar?key=midyear-outlook-2024&_gl=1*t1wgbr*_gcl_au*MTg5NzIzMjYzNy4xNzIwNDU1MTMw*_ga*NDYxMjE5NjgyLjE3MjA0NTUxMzA.*_ga_C4PE7EFR6L*MTcyMTY3MDg0My4zOS4xLjE3MjE2NzA4NDMuNjAuMC4w

President Biden’s announcement to withdraw from the race was an important political moment in history. How might the markets react? Read our take in the Weekly Market Commentary. https://www.waymakerwa.com/insights/blog/market-commentary-small-caps-finding-support-and-three-important-manufacturing-trends/

Business succession planning is more complex than it may seem, and several details can slip through the cracks. Our Business Success Planning Checklist walks you through the process, from clarifying your vision to assessing your valuation. https://pages.waymakerwa.com/aQ9AAK_resource?guidekey=business-succession-planning-checklist&_gl=1*1ifx6we*_gcl_au*MTg5NzIzMjYzNy4xNzIwNDU1MTMw*_ga*NDYxMjE5NjgyLjE3MjA0NTUxMzA.*_ga_C4PE7EFR6L*MTcyMTA2MzU5Ny4xNy4xLjE3MjEwNjM5NzYuMTguMC4w

You love running your business. Taking care of all the financial planning tasks that go along with it? Not so much. We’ve got you covered: https://pages.waymakerwa.com/aQ9AAK_resource?guidekey=small-business-owners&_gl=1*unikex*_gcl_au*MTg5NzIzMjYzNy4xNzIwNDU1MTMw*_ga*NDYxMjE5NjgyLjE3MjA0NTUxMzA.*_ga_C4PE7EFR6L*MTcyMTA2MzU5Ny4xNy4xLjE3MjEwNjM3ODUuNjAuMC4w

Is it time for the Fed to focus on risks other than inflation? Read our take in the Weekly Market Commentary. https://www.waymakerwa.com/insights/blog/market-commentary-carson-investment-research-releases-midyear-outlook-2024-eyes-on-the-prize/

Small business owners wear a lot of hats. We share helpful ways to juggle your business’s many financial planning needs. https://pages.waymakerwa.com/aQ9AAK_resource?guidekey=small-business-owners&_gl=1*unikex*_gcl_au*MTg5NzIzMjYzNy4xNzIwNDU1MTMw*_ga*NDYxMjE5NjgyLjE3MjA0NTUxMzA.*_ga_C4PE7EFR6L*MTcyMTA2MzU5Ny4xNy4xLjE3MjEwNjM3ODUuNjAuMC4w

Inflation is last year’s problem and stocks love it. Get all the details on this and more in the Weekly Market Commentary. https://www.waymakerwa.com/insights/blog/market-commentary-carson-investment-research-releases-midyear-outlook-2024-eyes-on-the-prize/

Carson Investment Research has released its Midyear Outlook: Eyes on the Prize. Get all the details and download your copy of the whitepaper in the Weekly Market Commentary. https://www.waymakerwa.com/insights/blog/market-commentary-carson-investment-research-releases-midyear-outlook-2024-eyes-on-the-prize/

Determining what age to begin claiming your Social Security benefit can be a big decision. Do you claim early at age 62? Take it at your full retirement age? Or delay until age 70? Our new resource can help you decide what’s right for you. https://www.waymakerwa.com/insights/blog/when-should-i-start-claiming-social-security/

Running a small business involves juggling multiple responsibilities, and managing your business’s finances is one of the most crucial aspects. We share 8 tips that can help. https://www.waymakerwa.com/insights/blog/8-financial-planning-tips-for-small-business-owners/

The labor market remains healthy, but risks are rising. Does this mean the Fed could be poised to cut rates soon? Learn more in the Weekly Market Commentary. https://www.waymakerwa.com/insights/blog/market-commentary-best-calendar-month-over-the-last-20-years-holding-true/

What can small business owners do to keep their business’s finances healthy? We share our top tips for business financial planning. https://www.waymakerwa.com/insights/blog/8-financial-planning-tips-for-small-business-owners/