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SERVICES
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.
ASSET MANAGEMENT
Customized financial plans
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Clear understanding of goals and objectives
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Educated approach to investing and monitoring your assets using technical analysis
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Ability to buy and sell stocks for you
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Active management of portfolios with discretion
PLANNING
High level information
provided by EWMTV
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Proactive communication via email, social media, and phone
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Online forms and
software solutions
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Client portal for 24/7
account access
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Online access to all
EWM platforms
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Annual review meetings
SERVICES FOR CLIENTS
Lasting client relationships created through
personal connections
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Team approach to
offering guidance
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Specialized ROKU channel
for your viewing.
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Personal and local assistance with all financial needs
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Knowledgeable team at
your disposal
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Notary available
THE EWM EXPERIENCE
IT'S CLEAR
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
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“Relative strength” represents measuring the performance of one security’s price performance to another.
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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.
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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.
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.