Aspen Wealth Strategies Q3 Market Commentary

Joel Faircloth, Aspen Wealth Strategies

“It’s the end of the world as we know it…and I feel fine” R.E.M. (1997) – American Alternative/Indie band “It’s the end of the world as we know it…” Many of you may best remember this song from the opening scene of the first “Independence Day” movie – you know, right before the alien horde destroyed most of the planet.  … Read More

Weekly Talking Points – July 26, 2018

Joel Faircloth, Aspen Wealth Strategies

The S&P 500 was essentially flat last week returning just 0.04%, however there were some sizable moves throughout the week. Some of the biggest movers included United Continental Holdings (up 12.22%) and Netflix (down 8.78%). If anyone is looking for a reason to doubt the current recovery, the latest housing starts report gave them one. Housing starts not only declined … Read More

Navigating Healthcare & Medicare Expenses in Retirement

Preparing for healthcare expenses in retirement can be a daunting task but educating yourself and having your financial plan stress-tested are critical first steps and ones that we want to help you with. While these expenses can no doubt be significant, pro-actively planning for them could result in much better outcomes and allow you to stay focused on your other … Read More

Financial Planning for Special Needs Individuals

Caring for a special needs individual can easily deplete a family’s time and resources. Without knowing the available opportunities and potential pitfalls, you could jeopardize this individual’s financial future and miss out on significant benefits and opportunities.     Be Aware of The Different Financial and Educational Life Stages From a financial perspective, if a child is under 18 then the … Read More

Weekly Talking Points

Joel Faircloth, Aspen Wealth Strategies

Any opinions are those of Joel P Faircloth and not necessarily those of RJFS or Raymond James.