2025 4th Quarter Wealth Management
Markets At A Glance U.S. equity markets closed out 2025 with continued momentum, with double-digit returns for the eighth time in the past 10 calendar years. Large-cap stocks, particularly technology and AI-related companies, remained the primary drivers of returns, while small-cap stocks showed intermittent strength but lagged overall. International equities benefited from improving economic conditions […]
Financial Advisor for Executives in San Diego
If you’re a high-level executive, you know that it’s possible to face financial decisions that go far beyond traditional wealth management. With complex compensation packages, concentrated stock positions, and high-stakes tax considerations, your financial landscape can feel like a second full-time job. That’s why it’s so essential to have the right support, through a financial […]
Financial Planners for Retirees in San Diego
Transitioning into retirement is one of life’s most significant financial milestones. It’s also one that requires careful planning and expert guidance, along with ongoing support and adjustments. At Platt Wealth Management, we specialize in helping retirees in San Diego and nationwide navigate every stage of retirement with clarity and confidence. As a fee-only fiduciary retirement financial advisor, we’re committed […]
Staying Invested During Volatile Markets
Economic Analysis by Jeff Platt and Kai Kramer You may have been watching the news and wondering about the recent market turbulence. We see several main factors affecting markets at this time: Unemployment rate increased from 4.1% to 4.3% in July Jobs growth totals 114,000 in July, coming in lower than the expected 175,000 […]
Your Ultimate Guide to Dividend Investing
The best any expert can say about the stock market right now is that future returns will be uncertain, and volatility may be the new normal. Although there are slivers of light shining on some parts of the economy, many storm clouds darken the near to intermediate-term outlook on the stock market. Make no […]
10 Money-Saving Tips for Planning Your Next Vacation
Vacation travel is on the rise, but so are travel costs. Increasing demand is driving up gas prices, hotel, and airline costs, making planning the perfect vacation challenging for most people. However, with some thoughtful planning using these cost-saving tips, you can stretch your travel bucks a lot further on a memorable vacation. Set […]
5 Tips to Stay Calm During a Market Downturn
Is the economy slowing down? How will rising interest rates impact my finances? Is a recession around the corner? Scroll through any newsfeed and you’ll hear these unsettling questions. And while the headlines can be alarming, we remind our clients of the benefits of staying calm, cool, and collected—keeping their eyes off the headlines and […]
Is the 60/40 Portfolio Allocation too Risky Now?
For over seven decades, the 60/40 portfolio allocation has been the stalwart strategy of retirement planners with a high degree of success until recently. More recently, the tried and true portfolio mix has come under pressure, mounting uncharacteristic losses that may indicate it has lost its luster. What has changed for the 60/40 allocation, and has […]
Protect Your Inheritance. Enhance Your Life.
Whether it is expected or unforeseen, receiving an inheritance can be life-changing. Regrettably, it’s not always in a good way. That’s because the reality is that many folks struggle to preserve what they’ve inherited in such a way that enhances their life over both the near and long term. In fact, the track record […]