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Evans May Wealth
Добавлен 14 июн 2019
Subscribe to our channel for Evans May Wealth webinars, market updates, commentary, and more!
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Our channel will also feature full episodes of our podcast, "Get To It With Grace" by Grace Speckman, financial advisor at Evans May Wealth.
Welcome to “Get to it with Grace”. I'm Grace Speckman, a financial advisor at Evans May Wealth in Carmel, Indiana. I understand firsthand how intimidating, confusing, and complicated investing can feel. In this series, I will break down current market activity, investment strategies, finance jargon... you name it!... in an easy to understand format. So, let’s get to it…
_______________________________________________________________________________________
Our channel will also feature full episodes of our podcast, "Get To It With Grace" by Grace Speckman, financial advisor at Evans May Wealth.
Welcome to “Get to it with Grace”. I'm Grace Speckman, a financial advisor at Evans May Wealth in Carmel, Indiana. I understand firsthand how intimidating, confusing, and complicated investing can feel. In this series, I will break down current market activity, investment strategies, finance jargon... you name it!... in an easy to understand format. So, let’s get to it…
Lizzie's Wealth Wisdoms: Estate Gifting Strategies
With the election outcome, will the tax sunset occur next year? Maybe... Maybe not... Either way, the only thing that is certain in life is death and taxes.
Check out my new video series: Lizzie’s Wealth Wisdoms. She shares her best ideas for maximizing your net worth and minimizing taxes, because keeping more of your hard-earned money from Uncle Sam means more freedom for you and your family. Watch now and share your thoughts in the comments!
#EvansMayWealth #financialindependence
Check out my new video series: Lizzie’s Wealth Wisdoms. She shares her best ideas for maximizing your net worth and minimizing taxes, because keeping more of your hard-earned money from Uncle Sam means more freedom for you and your family. Watch now and share your thoughts in the comments!
#EvansMayWealth #financialindependence
Просмотров: 153
Видео
Post-Election Market Update - November 12, 2024
Просмотров 2072 месяца назад
With the election now a week behind us, we have digested the results and want to share our high level take on what’s to come and how we’re navigating the markets. Note: Since the recording of this video, the Atlanta Fed GDPNow number is updated to 2.5% vs. the 2.4% we referenced in the video. For more information, see our written commentary on our website at evansmay.com/evans-may-wealth-post-e...
The 2024 Election and Financial Insights from Washington D.C. with Scott Eckel
Просмотров 4022 месяца назад
Investors across the country are closely watching the election, but how is it going to affect the financial markets? In our latest webinar, Scott Eckel, a direct correspondent with policymakers in Washington D.C., shared his insights into the election and how financial markets could potentially be impacted. He also touched on important topics such as, 📢 New policies and regulations coming out o...
The Election: Does It Really Matter (for your investments)?
Просмотров 3103 месяца назад
Politics can bring out strong emotions, but as investors, we would be wise to tune out the noise and focus on the long term. Why? Historical data suggests this is the right approach because economic and inflation trends, more so than election outcomes, have a stronger, more consistent relationship with stock market returns. Catch Grace’s latest video where she explains how elections move market...
Q3 2024 Market Update
Просмотров 1813 месяца назад
The equity market has continued its climb, with the S&P 500, Dow Jones Industrial Average, and Nasdaq indices all hitting record highs in 2024 to close out the third quarter. But if you’ve been watching the markets, Q3 was full of ups and downs. Catch our condensed market update video (recorded October 3rd) here. Since the recording of this video, there are new developments on topics mentioned:...
Medicare Updates & Strategies for 2025 with Karl Steinlage
Просмотров 2363 месяца назад
In yesterday’s webinar, Karl Steinlage, President and Broker of Steinlage Insurance Agency, shared tips and best practices on how to navigate the ins and outs of the Medicare enrollment process. In this webinar replay, you’ll learn about: 💡 What to do if you are working past 65 and how to avoid common mistakes 💡 Open enrollment vs. initial enrollment periods 💡 Medicare Supplement vs. Medicare A...
Maximize Your 529 Savings: New Rules You Need to Know!
Просмотров 2463 месяца назад
With kids back in school, education funding is top of mind for many parents-especially if you just paid a big tuition bill! In this episode, I dive into one powerful education savings tool: the 529 plan. I’ll break down what it is, how it works, and the pros and cons you need to know. Plus, there’s a major new rule affecting how you can use excess 529 funds. If you have an existing 529, this co...
Evans May Wealth Market Update - August 5, 2024
Просмотров 2555 месяцев назад
Given the volatility in the markets over the last two trading sessions, we would like to provide you with our current analysis on the market, expectations for volatility, and outlook going forward. While volatility is a natural part of investing, we recognize it can create discomfort, but it can also create opportunities to invest at discounted prices. We hope you will find the content helpful....
Evans May Wealth Midyear Market Update - Q2 2024 - June 25, 2024
Просмотров 1396 месяцев назад
What a start to the year it has been! The equity market surprised to the upside, with the S&P 500, Dow Jones Industrial Average, and Nasdaq indices all hitting record highs in 2024. The S&P 500 is 15.08% and the Nasdaq is 20.02% year-to-date (as of 6/25/2024). This is an amazing return on the heels of a strong 2023, and many analysts are just now catching up to this bullish trend! In this video...
Estate Planning: Expert Insights with Rebecca Geyer
Просмотров 836 месяцев назад
We had a great turnout at our webinar on June 25, 2024, where we dove into critical topics that can help you protect your assets and ensure your loved ones are taken care of. Rebecca Geyer, an estate planning attorney and founder of Rebecca W. Geyer & Associates, P.C. (bio) focuses on several topics in this live replay: • Lifetime Gifting vs. Legacy Gifting: Explore the pros and cons of differe...
Health Savings Accounts: The Triple Tax-Advantaged Secret to Boosting Your Retirement Savings
Просмотров 1967 месяцев назад
How much do you think, on average, a couple will need to save for healthcare costs in retirement? According to Fidelity, a whopping $315,000 after taxes. And that’s in today’s dollars. Now, what if you could save for current medical expenses and for retirement in a TRIPLE tax advantaged way? This is one of the most powerful investment vehicles in the tax code, and is often underutilized, misund...
Evans May Wealth Market Update - Q1 2024 - March 28, 2024
Просмотров 1309 месяцев назад
On the heels of a strong 2023, the market has continued to surprise to the upside, with the S&P 500, Dow Jones Industrial Average, and Nasdaq all notching record highs in 2024. Is it time for a pullback? We think so… Watch our latest market update for: ✅ Our expectations for the remainder of the year ✅ What's driving the market: the economy, inflation, interest rates, and earnings ✅ And much mo...
Backdoor Roth IRAs: Everything You Need to Know!
Просмотров 3389 месяцев назад
Roth IRAs. You know em and love em. They’re so good, the IRS set income limits on who can contribute to a Roth, preventing highly paid workers from benefiting. So, what’s one to do if you're over the income limit?! Enter the backdoor Roth strategy. It involves the conversion of funds in a traditional IRA into a Roth IRA, benefiting taxpayers who are ineligible to make direct contributions to a ...
2024 Market Outlook with Liz Ann Sonders: January 18, 2024
Просмотров 18711 месяцев назад
We had a great turnout for our January 18th, 2024 webinar with special guest Liz Ann Sonders, Managing Director and Chief Investment Strategist of Charles Schwab and Co. Liz Ann offers clear, engaging insights into what’s driving current U.S. stock market performance and what may be coming next. She covered the following topics in this webinar: • U.S. economic and market outlook for 2024 • Geop...
Evans May Wealth Market Update - December 29, 2023
Просмотров 199Год назад
Evans May Wealth Market Update - December 29, 2023
Is This Really the Best Investment Right Now? What You Need to Consider Before Investing in Cash
Просмотров 153Год назад
Is This Really the Best Investment Right Now? What You Need to Consider Before Investing in Cash
Understanding Cryptocurrency - What You Need to Know
Просмотров 93Год назад
Understanding Cryptocurrency - What You Need to Know
These Financial Scams Can Cost You Everything: How to Recognize and Prevent Fraud
Просмотров 114Год назад
These Financial Scams Can Cost You Everything: How to Recognize and Prevent Fraud
Evans May Wealth Market Update - September 20, 2023
Просмотров 207Год назад
Evans May Wealth Market Update - September 20, 2023
College Planning: Strategies for Paying for College
Просмотров 128Год назад
College Planning: Strategies for Paying for College
How to Protect Your Money: FDIC & SIPC Insurance Explained
Просмотров 1,5 тыс.Год назад
How to Protect Your Money: FDIC & SIPC Insurance Explained
Evans May Wealth Market Update - Silicon Valley Bank - March 13, 2023
Просмотров 129Год назад
Evans May Wealth Market Update - Silicon Valley Bank - March 13, 2023
Total Return Investing: Hidden Benefits and Why Income-Oriented Investors Should Take Note!
Просмотров 3,2 тыс.Год назад
Total Return Investing: Hidden Benefits and Why Income-Oriented Investors Should Take Note!
Passive Income: 3 Investment Categories Income-Focused Investors Should Consider
Просмотров 2582 года назад
Passive Income: 3 Investment Categories Income-Focused Investors Should Consider
Evans May Wealth Market Update - December 7, 2022
Просмотров 1432 года назад
Evans May Wealth Market Update - December 7, 2022
Recession Worries? What History Can Tell Us
Просмотров 912 года назад
Recession Worries? What History Can Tell Us
Evans May Wealth Market Update - November 11, 2022
Просмотров 1532 года назад
Evans May Wealth Market Update - November 11, 2022
Markets, Midterms, and Washington: Exclusive Webinar with Michael Townsend October 26, 2022
Просмотров 402 года назад
Markets, Midterms, and Washington: Exclusive Webinar with Michael Townsend October 26, 2022
Market Outlook with Liz Ann Sonders: January 25, 2022
Просмотров 462 года назад
Market Outlook with Liz Ann Sonders: January 25, 2022