December 4, 2020
2020 has been an unusual year, we share some planning items for year-end.
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.
2020 has been an unusual year, we share some planning items for year-end.
The S&P 500 declined in October, but other markets were up and it all seems like history as we enter November.
September was an interesting month in markets, we share our take.
Markets were generally pretty strong in August, we share our take on the leadership and some comments on the upcoming election.
Stock splits in some notable companies have investors talking, check out our take.
July was a good month for markets, we share our take in the recap.
For our June update we share excerpts from our second quarter client letter.
Markets were up in May, continuing the rally off the March lows. We weigh in with out thoughts.
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.
185 Hudson St., Suite 2500
Jersey City, NJ 07311
Phone: 973-970-2627
Fax: 973-756-2288
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