RECRUITING

WHAT WE OFFER

WHAT CLEAR  MEANS TO US:

CLIENT LIFETIME ENGAGEMENT AND RELATIONSHIP

At Econ Wealth Management, we strive to be engaged with you and form a lifetime relationship. Our goal is to help you achieve your financial dreams while providing you with what we believe will be a positive experience.

IT'S CLEAR

INVESTMENT MANAGEMENT

Customized financial plans

-

Clear understanding of goals and objectives

-

Educated approach to investing and monitoring your assets using technical analysis

-

Ability to buy and sell stocks for you

-

Active management of portfolios with discretion

TECHNOLOGY

High level information

provided by EWMTV

-

Proactive communication via email, social media, and phone

-

Online forms and

software solutions

-

Client portal for 24/7

account access

-

Online access to all

EWM platforms

SERVICES FOR CLIENTS

Lasting client relationships created through

personal connections

-

Team approach to

offering guidance

-

Annual review meetings

-

Personal and local assistance with all financial needs

-

Knowledgable team at

your disposal

-

Notary available

THE EWM EXPERIENCE

LEARN FROM US

VIEW SOME OF EWM'S PUBLISHED ARTICLES

How Fed Rate Increases Impact Investors 

By Steve Economopoulos, CFP, ChFC, CMT 

One of the main factors impacting the current market, an omnipotent issue, is the role of the Federal Reserve Bank (the Fed) and how it influences the movement of the stock market. There is a relationship between what the Fed does to the discount rate, and how it impacts bond prices and borrowing costs for borrowers. This will affect the overall market – equities, bonds, currency and more – and cause implications for the future direction of portfolio values. 

Borrowing at higher rates hurts home buying and purchases that require loans. This could have an impact on the growth of the economy as less may be borrowed by investors. How will these increases impact those who have invested in stocks and bonds? (For more, read: How Interest Rates Affect The U.S. Markets.) 

Use ‘relative strength’ to your portfolio’s advantage

Steve Economopoulos, chief investment strategist and managing partner, Econ Wealth Management 

KEY POINTS 

  • “Relative strength” represents measuring the performance of one security’s price performance to another. 

  • Many investors believe a lower-priced security or the one that has performed the worst over a given time will be the one to buy. 

  • Creating a process to perform relative strength analysis can help show an investor which areas of the economy are performing, and which are not good places to invest. 

STAY INFORMED WITH OUR NEWSLETTER

We have you covered! We have two team members on staff at Econ Wealth Management who are Notaries. Call the office to set up an appointment to get something notarized.  

NEED A NOTARY?