Granite Wealth Strategies

Labor Day marks the unofficial end of summer, so we hope you enjoy the long weekend.🌞👓🍦 The markets are closed September 2 to observe the day, and Granite Wealth Strategies will be closed as well.

Not sure how required minimum distributions (also known as RMDs) work with inherited retirement accounts? Use our helpful calculator to get a better understanding. https://buff.ly/46ZtPYJ

Are you wondering what impact the election year will have on your investments? Managing your wealth probably isn’t as convoluted by the election as you might think. Register to attend our webinar, “Managing Your Wealth (and Sanity) in an Election Year” on 9/12. https://buff.ly/3T0FLUj

Historically, September and October tend to be weak for the stock market. What should investors know as we head into fall? Find out in the Weekly Market Commentary. https://buff.ly/3XneHRS

If you’ve been married, you could be eligible to claim Social Security spousal or survivor benefits during your retirement. Find out what you need to know. https://buff.ly/3YWm8AB

Learn what to expect from markets before and after the election in our “Managing Your Wealth (and Sanity) in an Election Year” webinar on Sept. 12. Register now to reserve your spot: https://buff.ly/3T0FLUj

The Fed has pivoted its focus away from inflation and toward a slowing labor market. What does this mean for investors (and could we still see rate cuts this year)? Learn more int he Weekly Market Commentary. https://buff.ly/3XneHRS

There are a lot of rules surrounding Social Security spousal and survivor benefits. Read our latest blog to understand when you should (and shouldn’t) claim. https://buff.ly/3YWm8AB

Transporting back to three weeks ago, even the most optimistic of bulls wouldn’t have predicted we’d now be less than 1% away from another S&P 500 all-time high. But here we are. What sparked the rally? Find out in the Weekly Market Commentary. https://buff.ly/3XneHRS

When’s the best time to take Social Security benefits? Find out in our webinar “How to Effectively Manage Your Social Security Retirement Benefits” with Sr. Wealth Planner Tom Fridrich and Wealth Planner Jake Anderson, now available on-demand. https://buff.ly/3YSO74c

Want to maximize your Social Security benefit in retirement while minimizing your tax burden? Download this guide today: https://buff.ly/4fUtZ7R

Stocks not only finished green every day last week, but they are also up seven days in a row for the second time this year. Are we out of the woods yet? Find out in the Weekly Market Commentary. https://buff.ly/3YKH6Cm

Have you covered all the bases when it comes to your retirement? Learn the five most common retirement planning mistakes and how you can avoid the pitfalls. https://buff.ly/4cs8mc0

Getting ready for retirement? Read our latest guide to learn how you can maximize your Social Security benefits while minimizing your tax burden. https://buff.ly/4fUtZ7R

The U.S. economy is just fine. It might be slowing some, but slowing doesn’t mean a recession. Find out why in the Weekly Market Commentary. https://buff.ly/3YKH6Cm

Could you be missing something from your retirement plan? Let’s look at common mistakes people make while retirement planning and find out what you can do to avoid them. https://buff.ly/4cs8mc0

The S&P 500 bounced back last week, having its best week of the year. The bull market remains, but could we see more volatility this year? Learn more in the Weekly Market Commentary. https://buff.ly/3YKH6Cm

Unsure about what caused last week’s market volatility? Get answers from Carson’s Investment Research Team.

The Carson Investment Research team has released its Midyear Outlook 2024 white paper. Learn more and download your copy today. https://buff.ly/3WyjWgY

We didn’t see a recession this year and continue to expect no recession in 2023. Learn more in our Midyear Outlook webinar with Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese, now available for viewing on-demand. https://buff.ly/4bRRwCZ

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://buff.ly/3ygWlrF

What will Q3 bring? Hear from two prominent voices within the financial services industry in our Midyear Outlook webinar with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese, now available for viewing on-demand. https://buff.ly/4bRRwCZ

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://buff.ly/4fbxK8v

Could a Roth IRA conversion be right for your retirement planning and financial goals? Learn how and when to incorporate this strategy into your planning. https://bit.ly/3KDAgWU

Another week and more new highs for the S&P 500. Summer rallies are quite normal in an election year. Could anything disrupt the rally this year? Find out in the Weekly Market Commentary. https://bit.ly/3xkeRyT

The S&P 500 was down for the second consecutive week last week, but a pause is normal (even healthy) for a bull market. Find out why in the Weekly Market Commentary. https://conta.cc/4akANYS

Confused over how much your household is allowed to save in Roth and traditional IRAs each year? Our quick and easy-to-use calculator can help you identify your annual IRA contribution limits. https://bit.ly/3TAE2Wq

Could you be missing something from your retirement plan? Let’s look at common mistakes people make while retirement planning and find out what you can do to avoid them. https://bit.ly/4a6bnxU

We sound like a broken record (but that could be a good thing in a bull market). Stocks made more new highs last week. Get all the details on this and more in the Weekly Market Commentary. https://bit.ly/3v7sznI

Put these eight helpful strategies in your tax toolbox and begin planning for next year’s filing season today. Download our complementary guide today to learn more. https://bit.ly/3UU9AaS