Blog
Keep up to date with news and announcements from your team at Arrowhead Wealth Partners.
Arrowhead Wealth Partners 1Q Portfolio Updates
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 1st Quarter of 2024....
Read MoreTraditional IRA vs. Roth IRA
It's tax season! You still have until April 15th to discuss funding IRA accounts for 2023. We thought this would be a good time to highlight some differences between a Traditional IRA and a Roth IRA. The main differences between a Roth...
Read MoreChanging jobs? What about your 401(k)?
Have you or someone you know changed jobs recently? One of the questions we field the most is... "what do I do with my 401(k) now?" We wanted to take a minute to highlight some of the benefits of rolling over your 401(k) to an IRA...
Read MoreFebruary Market Update Event - Recap
We want to thank everyone who attended today’s seminar. We hope you enjoyed the presentation and took something valuable from it. If you were unable to attend, we wanted to share three main takeaways. GDP to Remain...
Read More2024 Market Update Event - Recap
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...
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Arrowhead Wealth Partners Newsletter - January 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...
Read MoreArrowhead Wealth Partners - 4Q Portfolio Update
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....
Read More"The Magnificent Seven" and the S&P 500
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...
Read More9 Facts About Retirement
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...
Read MoreThe US 10-Year Treasury: A Pillar of Global Finance
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,...
Read MoreArrowhead Wealth Partners Newsletter - October 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...
Read MoreS&P 500 Resilience Through Major Events
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...
Read MorePotential Government Shutdown: What We Know Now
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...
Read MoreInterest Rates & The Federal Reserve
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...
Read MoreThe Impact of U.S. Elections on the Stock Market: A Brief Guide for Investors
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....
Read MoreThree Main Benefits of Utilizing Dollar Cost Averaging
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...
Read MoreThe September Effect in the Stock Market: Understanding and Thriving in Uncertain Times
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...
Read MoreWhat Are Annuities?
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...
Read MoreArrowhead Wealth Partners Newsletter - August 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...
Read MoreU.S. Debt Ceiling Questions Answered
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...
Read MoreArrowhead Wealth Partners-2Q 2023 Portfolio Update
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...
Read MoreRecent Headlines, The Financial Markets, and Your Portfolio
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…
Read MoreArrowhead Wealth Partners Newsletter – March 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...
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