The Wealth Avenue Compass delivers thoughtful insights and timely updates to help you stay financially informed and prepared. Each month—and when important developments arise—we share planning tips, market perspectives, and guidance to support your financial journey with confidence.
- MARKET UPDATE
Market Check-In: Powell Spoke, Volatility Lingers
Excerpt-Federal Reserve Chair Jerome Powell signaled a cautious stance on interest rates, emphasizing concerns over inflation and economic slowdown tied to renewed tariff tensions. Markets reacted with initial volatility, but showed resilience by week's end, as small-cap stocks rose and investor anxiety eased. Powell also highlighted the growing urgency of addressing the U.S. deficit through comprehensive fiscal reform.
- NEWSLETTER
The Psychology of Money – How Emotions Influence Your Wealth
Behavioral finance is the study of how human behavior influences investing and financial choices, and understanding it can help you stay on course toward long-term success. Here’s a closer look at the emotional forces at play—and how to manage them.
- MARKET UPDATE
Trade Tensions Eased (for Now): 90-Day Tariff Pause
President Trump announced a 90-day pause on most new tariffs, offering short-term relief and sparking a major market rally, while tensions with China escalated as tariffs on their imports surged to 125%. Wealth Avenue highlights the importance of staying invested during volatile times, emphasizing that clarity—however brief—can drive sharp market rebounds.
- MARKET UPDATE
Continued Market Volatility – What Should I Be Doing?
What should you be doing right now? We understand that staying invested—or putting new money to work—can feel counterintuitive during times like these. But with a steady approach, here are some practical, level-headed strategies to help you navigate the current environment
with confidence.
- MARKET UPDATE
Market Volatility Amid New Tariff Announcements
President Trump announced a 90-day pause on most new tariffs, offering short-term relief and sparking a major market rally, while tensions with China escalated as tariffs on their imports surged to 125%. Wealth Avenue highlights the importance of staying invested during volatile times, emphasizing that clarity—however brief—can drive sharp market rebounds.
- NEWSLETTER
Welcome Jacinta Gauvin and Tax Strategies for 2025
Wealth Avenue’s March 2025 newsletter welcomes Jacinta Gauvin, AAMS™️, to the team. The issue also highlights timely tax strategies for 2024 and proactive planning tips for 2025, including IRA and HSA contributions, estate plan reviews, and preparation for upcoming tax law changes.
- NEWSLETTER
Love Your Finances
February’s Wealth Avenue newsletter focuses on strengthening your financial foundation with smart, intentional moves—whether you’re planning solo or as a couple. It's all about loving your finances as a way to invest in your future well-being.
- NAVIGATION TIPS
Reduce Your Arizona State Taxes with Tax Credits – Here’s How
Arizona taxpayers can significantly reduce their state tax bill through dollar-for-dollar tax credit programs that support local causes like education, foster care, and public schools. Contributions made by April 15, 2025, can still apply to your 2024 taxes, Wealth Avenue encourages combining multiple credits to optimize your tax strategy and keep your dollars working in your community.
- MARKET UPDATE
Social Security Fairness Act Becomes Law
The Social Security Fairness Act was signed into law in January 2025, bringing significant changes to Social Security benefits. Take a look at this breakdown of the Act to learn how it impacts you, including the elimination of the GPO and WEP provisions and how it may increase your monthly benefits.
- NAVIGATION TIPS
New Year, New Goals
As we start the new year, now is the perfect time to reassess your financial goals and make a plan for success in 2025. Check out this newsletter for tips on setting SMART goals, maximizing retirement contributions, creating an emergency fund, and planning for healthcare costs.
- NEWSLETTER
Happy New Year!
As we kick off 2025, we’re excited to share important updates from our team. Mark C. Royal is retiring after 35 years of service, and Aaron Petty is taking the lead in our Newport Beach office. We also introduce two new team members! Stay tuned for the launch of our refreshed website and new services designed to enhance your experience.
- MARKET UPDATE
Post-Election Market Insights: What Investors Need to Know
Take a peek as we cover market reactions to the 2024 U.S. presidential election, including historical trends and potential policy changes under a Republican-controlled Congress. It highlights investment opportunities and emphasizes the importance of a long-term, disciplined strategy amid political uncertainty.
