By Alan Rhode
At Modern Wealth, we believe that financial planning should be more than just numbers on a page—it should be a dynamic, interactive experience that brings your financial future to life. That’s why we leverage Life Hub, an innovative financial visualization tool designed to provide clarity and confidence in retirement income strategies, scenario analysis, and tax … Continued
By Alan Rhode
Retirement is one of life’s most significant milestones. It’s a transition that brings freedom, but also requires careful planning to ensure that financial resources align with a lifetime of evolving needs. At Modern Wealth, we understand that no two retirements are the same, which is why we’ve developed the Retirement Optimizer, a state-of-the-art tool designed … Continued
By Alan Rhode
As Founder and CEO of Modern Wealth, I’m always seeking ways to help our clients make informed financial decisions. Understanding the broader market context is essential, especially in today’s dynamic economic environment. That’s why I’m sharing highlights and analysis from the latest J.P. Morgan Asset Management “Guide to the Markets.” In this blog, we’ll unpack … Continued
By Alan Rhode
2024 Recap: U.S. Large Caps Dominate The S&P 500 delivered a stellar 28% gain in 2024, buoyed by a resilient U.S. economy. Growth broadened beyond the “Magnificent 7” tech giants, emphasizing the value of diversified equity exposure. Smaller-cap stocks rallied late in the year, reminding investors to keep broad market exposure for balanced growth. Key … Continued
By Alan Rhode
Last week delivered an exciting rally across major stock indexes, driven by the election results and a much-anticipated Federal Reserve rate cut. This blog will summarize critical developments that led to impressive gains in the S&P 500, Nasdaq, and Dow and provide insight on what these shifts mean for long-term investors like us. Let’s dive … Continued
By Alan Rhode
Hello, everyone, and welcome to our weekly edition of Market Minutes. Here, we digest the latest market happenings, keeping you informed with clarity and confidence. October brought us no shortage of news, and as we step into November, the landscape remains vibrant with evolving data, earnings, and market behavior. Let’s dive in. A Look Back … Continued
By Alan Rhode
As the 2024 presidential election season approaches its conclusion, the stakes are high, not just in terms of political outcomes but also for financial markets. It’s natural for investors to wonder how the election results might impact their portfolios and whether they should make any changes. Let’s dig into what history and current research tell … Continued
By Alan Rhode
Last week, we saw a relatively calm U.S. stock market with some divergence in performance across different sectors. While the industrial sector struggled, the Nasdaq composite hit an all-time high. Looking at the numbers, the S&P 500 was down 0.96%, the Nasdaq 100 managed a slight gain of 0.14%, and the Dow Jones Industrial Average … Continued
By Alan Rhode
This past week, markets continued to digest the slight rise in the Consumer Price Index (CPI) and payrolls data, remaining optimistic that the Federal Reserve may have hit the sweet spot with its recent 50-basis-point rate cut. There’s growing confidence that another rate cut could be in store at the November 7th meeting. Major Market … Continued
By Alan Rhode
Hey everyone! Let’s dive into last week’s market moves and break down some key insights from the latest inflation data. Here’s what happened with the major indexes: S&P 500: Up by 1.11% Nasdaq 100: Increased by 1.18% Dow Jones Industrial Average: Rose by 1.21% The markets had a positive week, but inflation data added a … Continued