Spiegelman Wealth Management has created a blog to communicate and educate our clients and the public. We love dissecting topics that may be of assistance to individuals and families on their journeys to financial success. We want to get to know our clients as friends and partners in their journeys, and here we hope you can get to know us a little better too.
Hello there. To whoever’s reading, my name is Brandon B. Chu, and as of time of writing this ‘blog,’ I am 16 years old. The point of this is to tell of my experiences working at Spiegelman Wealth Management as a...
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Friday, December 28, 2018
2018 Market Drawdown: Is This Still Normal? Presented by Adam Spiegelman As we approach year-end, the market continues to drop. Plus, the major U.S. stock market indices are now in or approaching bear market territory (i.e., down 20...
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Sunday, December 23, 2018
So where is that Santa Claus rally investors and pundits have been speaking about? Santa is coming soon but what about his stock market rally? There are only 4.5 trading days left in December! Let’s get busy Santa. And what about...
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Tuesday, December 18, 2018
We are beginning the process of evaluating capital gains in our clients’ taxable investment accounts for 2018 and wanted to let you know that taxable investment accounts may incur activity over the month of December. While this...
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Wednesday, November 21, 2018
Upward mobility in the investment world is an extremely positive thing. You don’t realize the environment you are in until someone shows you the other side of the fence. The grass can be greener on the other side. With change...
Read MoreTip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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