2025 1st Quarter Investment Management

Celebrating Our Team We're thrilled to announce two impressive achievements within our team this quarter! These achievements represent exciting new chapters in their professional journeys. We are fortunate to have them on our team.Congratulations to Kim on her...

Best Financial Advisors in San Diego

At Platt Wealth Management you can expect to partner with expert financial advisors who offer a unique and personal approach to wealth management. You deserve smart strategies built specifically for your individual needs and a financial advisor who takes the time to...

2024 4th Quarter Investment Management

Stocks: Long term Investors Come out on Top It has been a wonderful two-year stretch for U.S. stocks. The S&P 500 index just delivered the best two-year calendar stretch since 1998. The index returned 25.02% in 2024, following a 26.29% advance in 2023. The key is...

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...

Does the SECURE 2.0 Act Make 529s More Attractive?

Many of your have heard of the popular 529 savings plans that custodians can set up to fund their child or grandchild’s college education. Earlier this year, you likely also heard about the SECURE 2.0 Act which brought down some of the biggest changes to retirement...

We would love to learn more about you.

Knowledgeable and expert.

 

Login

[ultimatemember form_id=”1899″]

×