Blog

Keep up to date with news and announcements from your team at Arrowhead Wealth Partners.

Thursday, January 25, 2024

We want to thank everyone who attended last Wednesday’s seminar. We hope you enjoyed the presentation and took something valuable from it. If you were unable to attend last Wednesday, we wanted to share three main takeaways. Year...

Friday, January 5, 2024

Happy New Year! We hope that you and your family had a wonderful holiday season, and the new year is off to a great start! In this newsletter, we will share some helpful information on the markets during election years, and shed some...

Tuesday, November 7, 2023

Here at Arrowhead Wealth Partners, we believe it is important that you are up to date on our assessment of the current market situation. This video will go over some of the key areas of focus we have currently for 4th Quarter of 2023....

Monday, October 30, 2023

This year we have seen just how influential a handful of stocks can be to the market. Stock market indices that are weighted are susceptible to reflecting a return or performance that may not be indicative of how the whole market is...

Tuesday, October 24, 2023

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend...

Show All

Monday, October 16, 2023

The US 10-Year Treasury: A Pillar of Global Finance The US 10-Year Treasury, often referred to simply as the "10-Year Treasury," is a critical component of the global financial system. Despite its somewhat technical-sounding name,...

Tuesday, October 10, 2023

Closing out 2023 It is hard to believe we are already in the last quarter of 2023. We hope you have had a great year, and we continue to appreciate your trust and support of Arrowhead Wealth Partners! In this newsletter, we highlight...

Tuesday, October 3, 2023

During volatile times in the market, it is difficult to keep a level head. Every year there is something in the headlines that seems scary, unprecedented, or treacherous on the horizon. We know that being an investor is a large...

Wednesday, September 27, 2023

Recent headlines have highlighted the potential government shutdown looming this coming Saturday. LPL Research has provided their insights into the matter, and we want to keep you informed. Please read below: Potential Government...

Tuesday, September 26, 2023

Last week the Federal Reserve chose to pause and keep current interest rates the same, for now. Further conversation and data reported from the FED indicated that there is the possibility for one more rate hike by the end of the year...

Monday, September 18, 2023

As an investor, it's natural to wonder how U.S. elections can affect the stock market. Elections in the United States, whether presidential, congressional, or local, can indeed have significant repercussions on financial markets....

Monday, September 11, 2023

Dollar Cost Averaging (DCA) is a strategy that can help both novice and experienced investors navigate the complexities of the market with more confidence and less stress. In this article, we will explore three main benefits of...

Thursday, September 7, 2023

What is the September Effect? The September Effect refers to the historical trend where stock markets tend to perform poorly during the month of September. It's a phenomenon that has been observed over the years, but it's essential to...

Thursday, August 24, 2023

An annuity is a financial product or contract that involves a series of regular payments made over a specified period of time. These payments are typically made by an individual or entity, often referred to as the "annuitant" or...

Monday, August 14, 2023

Over Halfway Home! It is hard to believe we are already over the halfway mark for 2023. We hope you are having a great year and finding ways to stay cool during this hot summer! In this newsletter, we will discuss some of the important...

Tuesday, May 23, 2023

A frequent topic in the news recently has been surrounding the U.S. Debt Ceiling, and the concerns that surround that. Below are some points from LPL Research that we think help provide some clarity around the uncertainty that has been...

Friday, May 19, 2023

Here at Arrowhead Wealth Partners, we believe it is important that you are up to date on our assessment of the current market situation.This video will go over some of the key areas of focus we have currently for 2nd Quarter of 2023...

Friday, March 31, 2023

Hello! With so many recent headlines talking about the current stress on financial markets, we wanted to give you insight to what exactly happened and as an investor, what it means for your portfolio. It all started here…

Tuesday, March 21, 2023

Let’s Start the Year Right! We hope your year is off to a good start! This is the premiere issue of the Arrowhead Wealth Partners newsletter, and we intend to send out future editions at the beginning of every quarter moving...