April 14, 2023
Despite bank turmoil, markets had a decent March. We share our take.
Welcome to our blog, where we share our latest musings on markets and investing, along with wealth management topics. We hope you find this to be educational and empowering.
Despite bank turmoil, markets had a decent March. We share our take.
Markets started the year off well, but all eyes are on the Federal Reserve. We share some thoughts.
The Secure Act 2.0 has been signed into law. We highlight some key provisions & planning considerations.
Santa brought stock market investors coal this December. We share our take.
Markets recovered some of their year-to-date declines in November, we share our take on the current environment.
Equity markets recovered some in October, bond markets were mixed. We share our take on the goings on.
August started out as a continuation of July, but Fed hawkishness helped reverse the trend.
Markets rebounded in July, we share our take on the incoming inflation data.
Accretive Wealth Partners, LLC ("Accretive Wealth") is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Accretive Wealth and its representatives are properly licensed or exempt from licensure.
Accretive Wealth Partners is a fee-only firm. We are fiduciaries that put our clients’ interests ahead of our own. This comes through in our consultative approach in working with clients and understanding what’s important to them. Our experience is what allows us to proactively engage our clients in helping them navigate their financial lives.
We came together with one goal in mind, to create value for clients.
1 Gatehall Dr., Suite 207
Parsippany, NJ 07054
Phone: 973-970-2627
Fax: 973-756-2288
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