Medicus Wealth Planning

https://medicuswealthplanning.com/blog/september-client-check-in

September - Client Check In The federal reserve raised interest rates again this month another three quarter percent. That puts the federal funds rate at the highest point it’s been since 2008 when they slashed them to zero.

Our client-wide Zoom call a couple weeks ago was focused on having the right perspective. The market is volatile and random day-to-day, week-to-week, month-to-month, and even year-to-year. Click below to learn more:

May in Review & Update on Income Note Our client-wide Zoom call a couple weeks ago was focused on having the right perspective. The market is volatile and random day-to-day, week-to-week, month-to-month, and even year-to-year. However over 10, 15, and 20 year periods it’s insanely consistent. Having said that, the gyrations of the sto...

I'm passionate about my profession and I love reading about personal finance for both educational reasons and enjoyment.

Over the years, I've compiled a list of books that I really enjoy

The 5 Best Personal Finance Books I've Recently Read I'm passionate about my profession and I love reading about personal finance for both educational reasons and enjoyment.

Structured Income Notes to Combat Inflation

Structured Income Notes to Combat Inflation With inflation continuing to tick higher, expected interest rate hikes, and low bond yields, we’ve been in search of an alternative investment that will provide better returns than bonds without the full risk of stocks.

We're recommending clients get their Backdoor Roth IRA contributions done as soon as possible this year. Read on to find out why.

Get Your Backdoor Roth IRA Contributions Done! We’re recommending clients get their BDRs done as soon as possible for two reasons:

Welcome Mark Durham to the Team. Click to read more about him.

Welcome Mark Durham to the Team We’re excited to announce we’ve added another member to our team, Mark Durham. We asked Mark to write an introduction about himself. Here’s what he said:

From October 2020 to October 2021 the Consumer Price Index rose 6.2%. We’re not used to this; the last time inflation was at 6% was in 1990. One of the most common questions we’re getting from clients is, “What do we do about it?” Read on to learn more!

Inflation is Here – What Do We Do? From October 2020 to October 2021 the Consumer Price Index rose 6.2%. We’re not used to this; the last time inflation was at 6% was in 1990.

If you have a family member or friend you believe would be interested in participating in our short-term internship program, have them email Kevin at [email protected].

Meet Our Intern – Isaac Howells Hi, my name is Caleb Howells, and I recently completed a two-week internship with Medicus Wealth Planning.