Platinum Wealth Management

Wishing you a blessed and joyful Easter filled with hope and renewal.

During your high-income years, we're here to help you get stubborn on your journey to financial freedom. Are you ready to focus in on your future? https://www.platinumwealthmgmt.com/insights/blog/your-high-income-years-are-key-to-retirement-planning-so-get-stubborn/

On this Good Friday, we reflect on faith, hope, and renewal. Wishing peace and blessings to all who observe.

In the midst of the current market environment, it’s important to remember that volatility is the toll we pay to invest. What other bigger-picture things do investors need to keep in mind?

Find out now:
https://www.platinumwealthmgmt.com/insights/blog/15-things-all-investors-need-to-know/

If you’re between the ages of 35 and 55, it’s time to get stubborn. Learn about how a stubborn approach to your financial goals can help you on your path to financial freedom: https://www.platinumwealthmgmt.com/insights/blog/your-high-income-years-are-key-to-retirement-planning-so-get-stubborn/

What will you need to retire? Take our simple seven-question quiz to determine if your 401(k) is ready: https://www.platinumwealthmgmt.com/401k-calculator/

A near bear market, a weakening dollar, a stock market rebound. What a week it was. But what never changes is our focus on your long-term financial plans.

Want a breakdown of what happened last week? Get our insights:
https://www.platinumwealthmgmt.com/insights/blog/market-commentary-rebound-shows-the-upside-for-stocks-as-economic-uncertainty-persists/

With current market uncertainty, it can be hard to stay focused on your long-term goals. To help, we’ve compiled 15 things investors need to know to weather the current market environment: https://www.platinumwealthmgmt.com/insights/blog/15-things-all-investors-need-to-know/

In the wake of the S&P 500 falling more than 10% in two days on April 3 and 4—one of the worst two-day declines ever—we noted that any good news could spark a rally. Well, that happened last week. Get our thoughts on this latest market shift: https://www.platinumwealthmgmt.com/insights/blog/market-commentary-rebound-shows-the-upside-for-stocks-as-economic-uncertainty-persists/

Are you planning to gift your legacy to loved ones during your lifetime or after you’re gone?

Each option carries its own positives and negatives, and our Guide to Gifting to Your Heirs can help you navigate the process. Download your copy now: https://ow.ly/wwtF50VrQos..

You never know when you might experience unexpected health issues that temporarily—or permanently—keep you from exercising your independence. It’s important to have a plan in place to protect yourself and your legacy. Appointing a power of attorney as part of your estate plan is a great place to start: https://www.platinumwealthmgmt.com/insights/blog/why-you-might-need-a-power-of-attorney/

While we’ve lowered our growth expectations for 2025, we still see solid enough growth potential to support a stock rebound.

Get our thoughts—and our reasons for optimism— in our latest Market Commentary 👉 https://www.platinumwealthmgmt.com/insights/blog/market-commentary-markets-look-for-direction-as-policy-uncertainty-persists/

Whether you plan to gift your legacy to loved ones during your lifetime or once you’ve passed, our Guide to Gifting to Your Heirs will help you work through your options. It offers a checklist, questions to ask your advisor, and a conversation outline to help you communicate your wishes to your family: https://ow.ly/gtWW50VrQuj..