top of page
All Posts


A little bit of Faith, Amen!
Steve says: Build your investor fortitude with a little Faith!
Steve Economopoulos
Feb 212 min read


(I + IR)IF = V
A Formula for Frustration
Steve Economopoulos
Feb 121 min read


Top Down Bottom Up - February 2025
A Bumpy Ride Ahead? - Don't call an…

Brian Zellers, CFP®, AAMS®
Feb 60 min read


Global Market Commentary – A Turbulent January
Global Markets Mixed in January

FMeX
Feb 68 min read


When to Expect Your 1099
By this point, you might be a seasoned professional on what tax forms you need and which ones you don’t.

Gabby Bowman
Feb 33 min read


Bottom(s) UP!
Selecting investments for client portfolios.
Steve Economopoulos
Jan 311 min read


Are Equities Ignoring Signals from Credit Markets?
Remember, equities stay tethered to the fundamentals of valuation and risk .

FMeX
Jan 303 min read


A Summary of Key Changes for Tax Year 2025
More than 60 provisions that impact your 2025 returns that you file in 2026

FMeX
Jan 293 min read


What happened this past week? A New President Takes Office
There is a (new) Prez in town.
Steve Economopoulos
Jan 242 min read


Market Levels: What we Expect
Where do we see the market heading?
Steve Economopoulos
Jan 172 min read


An Eye on the Market Action
Rates. Inflation. Economics. All are causing havoc with equities right now.
Steve Economopoulos
Jan 102 min read


Contribute to an IRA Before the April 15th Deadline
Econ Wealth and your tax pro can help you navigate the ever-changing IRS rules.

FMeX
Dec 20, 20242 min read


The Rising Costs of Back-to-School and Education
How parents/grandparents can be proactive and prepare with 529 Plans.

FMeX
Dec 20, 20244 min read


Pros/Cons of Waiting Until 70 for Social Security
An informed choice can maximize your security and retirement dreams.

FMeX
Dec 20, 20243 min read


Preparing for Reduced Social Security Benefits
The decisions you make today will shape your financial security tomorrow.

FMeX
Dec 20, 20244 min read


Strategies to Combat Your Household Inflation
Left unchecked, it can erode purchasing power and derail financial plans.

FMeX
Dec 20, 20243 min read


Dividend Stocks Primed for a Comeback in 2025?
Maybe for those seeking steady income and stability in an uncertain market.

FMeX
Dec 20, 20242 min read


The Top Ten Common Estate Planning Mistakes
Avoiding these common mistakes can spare your family unnecessary stress .

FMeX
Dec 20, 20244 min read


Managing Your Emotional Stress at Market Peaks
Preparation, perspective and patience will help you invest with confidence.

FMeX
Dec 20, 20241 min read


Tax Loss Harvesting
A perspective on controlling your taxes.

Brian Zellers, CFP®, AAMS®
Dec 19, 20244 min read
bottom of page