Financial Advisor for Business Owners

Running a business isn’t just a full-time job. It quickly becomes a lifestyle. Business owners juggle strategic decisions, daily operations, and long-term growth planning, all while trying to maintain personal financial stability. At Platt Wealth Management, we...

2025 2nd Quarter Investment Management

March Winds and April Showers Bring Forth May Flowers The S&P 500 was up 6.15% in May and followed that with an increase of 5.1% in June, close to its all-time high. It ended the quarter up 10.94% and 6.20% for the first two quarters of 2025. Big is still better,...

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...
3 Top Password Tips for Cyber Security

3 Top Password Tips for Cyber Security

C0ll3g3! Mydaughterisamazing Which of these two passwords do you think is easier to crack? If you answered the "C0ll3g3!", you are correct. According to the Random-ize website (https://random-ize.com/how-long-to-hack-pass/), it will take 24 days, 20 hours to crack the...

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US and China Bump Gloves

US and China Bump Gloves

Jab, parry, straight right!   Round three opens with both players showing some sweat. Ringside is exciting or scary depending on the seats and your level of comfort with flying body fluids.   So, if you are not in the ring, what does the ongoing trade fight...

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Planning for Portugal

Planning for Portugal

Our financial planner dreamed about traveling more. So, she put a plan in action.   When my daughter offered to travel with me during spring break from her PA program, I jumped at the chance. I’m a planner by nature, so we evaluated a diverse list of destinations...

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