What Your Advisors Are Reading This Month
A Financial Articles Reading List from your WPC Advisors
What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers insightful. Be sure to check back monthly for more reading!
Market, Economic and Financial Planning Articles
Market & Economic
Patrick Scarborough: Can Howard Marks Spot A Stock Bubble Twice?
Noah Sayre: The year in review: what happened in 2024? | J.P. Morgan Asset Management
Stability and Extremes | J.P. Morgan Asset Management
Malea Hornback: What CPI Report Could Mean for Donald Trump
Tim Dougherty: Weekly market commentary | BlackRock Investment Institute
Financial Planning
Jerry Yox: Gift Tax: 2024-2025 Annual and Lifetime Limits – NerdWallet
Todd Steinbrink: How Does A 529 Plan Affect Your Financial Aid And FAFSA?
Todd Lyon: IRS Releases Roth Catch-Up Guidance
For more What Your Advisors are Reading This Month and all of our blogs, articles and checklists, visit our resources page at Resources – Wealth Planning Corporation
Recent WPC Blogs:
WPC helps clients navigate complex financial situations. Our primary focus is to improve our clients’ long-term financial well-being. Visit www.wealthp.com to learn more.
As a firm we strive to provide quality, custom advice, exceptional service, and follow-through with every client encounter. We seek to educate each client and increase their financial confidence in all interactions and communications.
What Your Advisors Are Reading This Month is one of a series of communications dedicated to this effort. Watch for more content and reading lists throughout the year.
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