Insights

In recent years, a select group of tech giants, often referred to as the "Magnificent 7," has come to dominate the S&P 500, the leading index of U.S. large-cap stocks. This elite gr

Investing is a journey filled with opportunities and risks. One of the most effective strategies to navigate this complex landscape is portfolio diversification. By spreading invest

Retirement decisions are deeply personal, reflecting not only financial considerations but also aspirations for the future. While early retirement can offer newfound freedom and fle

Medicare, a vital program providing healthcare coverage for millions of Americans, can sometimes feel like a maze of options and choices. Understanding the various plans available c

As you journey through your career, building a nest egg for retirement becomes paramount. Managing your retirement accounts efficiently is crucial for securing your financial future

You’ve been eyeballing the Roth IRA and like the idea of tax-free growth but there's a problem: your income exceeds the limit for contributing directly to a Roth IRA. Enter the ‘Bac

Retirement planning isn't just about saving money; it's about optimizing your financial strategies to ensure your hard-earned savings go the distance. One powerful tool often overlo

Investment management is a key factor regardless of the fluctuations of economic times. Staying abreast of economic trends is paramount. Whether

There are many components you need to run a successful small business. One of the most critical parts of long-term success is financial planning. Professional financial planning in

Are you worried you won't have enough money for retirement? Investment management can help determine how much you need and the best approach to save enough money. Keep reading to di

Selecting a financial advisor is one of the most important decisions you'll make for your financial well-being. With many options available in Cedar Park, Texas, it can be overwhelm

Simplify a Busy Time of Life With Solid Financial Planning For Your Family The right financial planning helps young families save for retirement

Investment Decisions to Make Now to Set Yourself Up for a Successful Retirement Regardless of your age, you should be thinking about your plans f

Engaging with the stock market often brings a combination of anxiety and excitement to new investors. There are several factors to consider when navigating the seemingly endless lis

If you don’t have investment goals, you’re vulnerable. Setting investment goals could be the key to reaching and maintaining economic stability, even as the financial landscape evol

Summer vacation is a time to relax and unwind; a time to take a break from the hustle and bustle of everyday life. It's a time to travel, laugh, gather, eat, try new things, and enj

If you're looking for a way to create long-term wealth and financial stability, diversifying your portfolio is an essential strategy. However, managing such a diverse portfolio requ

A well-developed investment plan is critical for attaining financial succ

When it comes to investment planning , there is no one-size-fits-all approach. Every investor has different

Navigating the world of personal finances can be confusing, that's why financial planning is so important. We understand that financial planning can be overwhelming for many individ

Financial planning is an integral part of meeting long-term goals and ensuring financial stability. With thoughtful planning and smart investments, people can secure their retiremen

Financial planning is an essential part of achieving financial security and financial freedom. It’s vital to ensure that your financial goals are being managed in the best way possi

When it comes to your security and future, you can never be too prepared. Investment planning is a crucial step for anyone to ensure that their financial portfolio is properly manag

When it comes to your finances, you want to be sure that you're making the most of every dollar. That's where a wealth

If you're like most people, you probably don't give much thought to your financial plan until something goes wrong. Financial planning cedar

When it comes to financial planning and investment advice, many options are available to you. You can choose to do it all yourself or work with a Financial Advisor. If you're wonder

It is important to make sure that you are doing everything possible to protect and grow your wealth. This can be a daunting task, but with the help of a wealth management profession

Finance management is a crucial aspect of any business or personal account. Financial advisors and institutional firms are experts in several fields, but they may differ in their sp

Finding and selecting a wealth management advisor can be difficult when you aren't sure how to find one that fits your financial needs. To start, ask yourself questions to figure ou

If you are dipping your toes into the investment world, you’ll need to determine your risk tolerance before you can invest in ways that satisfy your individual needs and preferences

No matter how old you are right now, even if you are healthier than you’ve ever been in your life, it’s very important to plan for your famil

If you are interested in hiring a wealth management professional to help you get the most out of your money, it’s important to choose a firm that serves as your partner. Below are f

If your family owns any assets whatsoever, estate planning is absolutely critical. It’s an often-neglected part of financial planning and wealth management, but it’s also one of the

For many people, investing their assets for the future is something they’ll do “tomorrow” when the market looks a little better or when the economy seems to be a bit more stable.

When a friend or loved one pass away and leaves you an inheritance as their final gift, you are in a unique situation that could go one of two ways. You could spend the money on

At the end of every calendar year a low rumble starts to build in investment firms across this nation. You might not hear it, but the buzz starts to grow louder and louder in Novemb

2020: COVID. Working from home. School from home. Anxiety. Stress. Protests. Shootings. Americans inciting violence against other Americans. Blue, Red, Republican, Democrat. Sometim

The phrase ‘All roads lead to Rome’ is a way of expressing that there are many ways of doing something that may all ultimately lead to the same achievement. This rings true in the w

An often topic of discussion with prospective clients is their existing portfolio asset allocation. I have seen portfolios comprised of 20 technology stocks (no diversification!) an

One of the most important aspects of hiring a Wealth Manager is understanding how the advisor is compensated. The landscape of compensation in investment management has drastically

One of the most common questions I get from clients and prospects alike is ‘How much should I have in my emergency fund?’ The answer is not quite as simple as you may think as ‘it d

As I wrote the title to this new blog series, I was immediately reminded of making mixtapes in high school with my favorite songs on them. I found some of these tapes in a box the o

Note from Austin at MPWM: In the time period between Justin completing this piece and my review/posting process, a few things (!!) have changed

Note from MPWM: The views and market predictions expressed in this newsletter do not necessarily reflect the views​ of Momentum Private Wealth Management, LLC, or any of it's princi

Note from MPWM: The views and market predictions expressed in this newsletter do not necessarily reflect the views​ of Momentum Private Wealth Management, LLC, or any of it's princi

Picking up where last year left off There is one week left before all of January is in the history books and the bulls are definitely still on pa

Can you really have too much of a good thing? Yes! The road to riches  If you find yourself working for a publi

Note from MPWM: The views and market predictions expressed in this newsletter do not necessarily reflect the views​ of Momentum Private Wealth Management, LLC, or any of it's princi

There are only a few days remaining in 2019. By mid-week, we will be ringing in a new year and new decade! It was quite an eventful year in the markets and for news, in general. Bef

On Thursday, December 19th, the Senate passed a major bi-partisan spending bill which includes an overhaul of retirement plan rules that will affect all Americans once the President

The Two Thousand Tens in Review As we approach the end of 2019, it is not only time to consider a year in review but also look back at the last dec

​If you are unfamiliar with loss harvesting, it is simply the practice of selling holdings from your taxable (meaning, not your IRA or other tax-deferred accounts) portfolio that ar

Looking at the S&P 500, we examined the last 15 years worth of data in relation to the holiday season. Averaging out the gains and losses for the period, the average increase from B