By Alan Rhode
When discussing inflation, tariffs often enter the conversation as a key concern. Many fear that new tariffs on imported goods will trigger rising prices across the board, fueling inflation and squeezing household budgets. While this may seem logical on the surface, the broader economic reality is more complex. At Modern Wealth, we aim to provide … Continued
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
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
In a significant turn of events, the Federal Reserve recently cut interest rates by half a percentage point, marking the first reduction since 2020. This move, which sets the benchmark federal funds rate at a range between 4.75% and 5%, has sparked discussions about its implications for various sectors of the economy. From small businesses … Continued
By Alan Rhode
Hello small business owners! Navigating the current economic landscape with rising interest rates can be a daunting task. But don’t worry; I’m here to help you understand what’s happening and what you can do to ensure your business not only survives but thrives. Let’s dive into practical strategies and tips to manage the challenges posed … Continued
By Alan Rhode
Investing in startups and small businesses has always been a risky endeavor. However, with the right strategies, it can also be immensely rewarding. One such strategy revolves around Qualified Small Business Stock (QSBS), a powerful tool offering substantial tax benefits to investors. As a prospective client of Modern Wealth, it’s crucial to grasp the essence … Continued
By Alan Rhode
Hey there, you savvy business owner, you! If you’re running the show solo or with just your partner, then first of all, hats off to you. The freedom of being your own boss is pretty amazing, right? But hey, even the independent souls among us need to think about the future. Yep, I’m talking retirement, … Continued