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.
- 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.
- 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.
- MARKET UPDATE
2025 Social Security Updates
Stay informed on key updates to Social Security for 2025, including cost-of-living adjustments (COLA), tax rates, earnings caps, and changes to the retirement earnings test. It offers insights into how these adjustments could impact your retirement strategy, whether you're already collecting benefits or planning for the future.
- NAVIGATION TIPS
10 Key Actions to Take Before December 31st
This newsletter offers 10 year-end financial strategies to help you optimize your tax situation and boost retirement savings before the year ends. From maximizing employer-plan contributions and funding IRAs to considering Roth conversions and charitable donations, these tips can help you make the most of your financial opportunities as the year wraps up.
- MARKET UPDATE
Fed Cuts Rates: What’s Next for Markets, Borrowing, and Your Finances
The Federal Reserve recently cut interest rates by 50 basis points, signaling the start of a new easing cycle. This move is expected to impact markets positively, with potential gains in equities and lower borrowing costs for consumers, though savers may face reduced returns on deposits. As the Fed signals further cuts, investors should monitor economic data closely to navigate the evolving market conditions.
- NAVIGATION TIPS
September is Life Insurance Awareness Month
This month, we highlight the importance of life insurance, covering key topics like choosing between term and permanent policies, determining the right coverage, and keeping your beneficiaries up to date. It’s a great time to ensure your life insurance aligns with your financial goals.
