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When it comes to my investment strategy and economic outlook, I utilize technical indicators to gauge the market direction in the short term and rely on academic research to offer investment advice. These tools help identify trends and predict future movements. I also cross-reference these indicators with the Federal Reserve's monthly economic forecasts to determine the underweight and overweight of different asset classes, both domestic and foreign. 

To allocate the growth portion of your portfolio, I use these tools along with a risk tolerance questionnaire. For a stable and reliable income that addresses inflation, I turn to academic research, timelines, and non-correlated investments. This investment model has been tried and tested over time and is used by many large endowments.

Before making any investment decisions, it's crucial to have a clear understanding of your vision, values, and goals. I understand that this process can be overwhelming, as I have personally experienced it myself. That's why I am here to guide you and help you pursue your one, three, and five-year goals, so you can confidently plan for your financial future.

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Monday, February 5, 2024

Discover the game-changing benefits of Secure Act 2.0, the ultimate solution for small business owners seeking to maximize their 401k plans while enjoying substantial tax credits. This revolutionary legislation is designed to empower...

Wednesday, January 31, 2024

Financial Planning Tips for HENRYs: Securing Your Future While Enjoying TodayFor the ambitious Henrys—High Earners, Not Rich Yet—mastering the balancing act between enjoying the present and securing the future is a...

Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

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Thursday, January 11, 2024

Cares Act 2.0: A Deep Dive into 401(k) Tax Credits for Small Businesses  The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 is a game changer for small businesses. This legislation, which builds on the...

Wednesday, January 10, 2024

Football, often referred to as the beautiful game, captivates millions of fans worldwide with its exhilarating matches, strategic gameplay, and awe-inspiring talent. Surprisingly, this beloved sport shares several parallels with the...

Tuesday, January 9, 2024

As a small business owner, attracting and retaining employees can be a daunting task. In today's job market, competitive salaries and impressive benefit packages can mean the difference between success and failure. The benefit package...

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Monday, December 11, 2023

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...

Wednesday, December 6, 2023

Introduction:As retirement approaches, one crucial aspect that pre-retirees must carefully consider is how tomaximize their Social Security benefits. This decision can significantly impact their financialwell-being during their golden...

Monday, December 4, 2023

Retirement planning is a crucial aspect of financial management that requires careful consideration and long-term commitment. As individuals, we all aspire to enjoy a comfortableand financially secure retirement. However, achieving...

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

Friday, December 1, 2023

As the festive season approaches, it's time to unwrap some year-end tax tips. In the spirit of the12 Days of Christmas, we're gifting you with 12 tax tips to help optimize your tax strategies for2023 and prepare for 2024. 1. Maximize...

Thursday, November 30, 2023

Financial planning has become more critical than ever in today's fast-paced world. Whether you're just starting your career or nearing retirement, a solid financial plan is essential forachieving your goals and securing a prosperous...

Wednesday, November 29, 2023

At George Wealth Management, we understand that strategic tax planning is a crucial element to maximizing your financial success. Our advanced tax planning services are designed to help individuals and small businesses optimize their...

Monday, November 20, 2023

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....

Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

Tuesday, October 24, 2023

Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has its benefits. Nevertheless, one drawback is the difficulty of getting together in...

Tuesday, October 17, 2023

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...

Tuesday, October 3, 2023

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...

Tuesday, September 26, 2023

While artificial intelligence (AI) is making headlines today, the concept of "thinking machines" can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in the mid-20th century,...

Tuesday, September 12, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...

Tuesday, September 5, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...

Tuesday, August 22, 2023

Estate planning is a vital aspect of financial management that often gets overlooked or delayed. It involves making important decisions about the distribution of your assets and healthcare preferences and ensuring your loved ones'...

Wednesday, August 16, 2023

Social Security is a vital component of the social insurance system that provides financial support to millions of Americans during retirement, disability, and in the event of a worker's death. In this article, we will delve into the...

Thursday, August 10, 2023

Financial hardship can strike anyone at any time, leaving individuals feeling overwhelmed and uncertain about their financial future. Whether it's due to unforeseen circumstances, lack of planning, or overwhelming debt, recovering from...

Tuesday, July 25, 2023

IntroductionOver the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost every...

Friday, July 7, 2023

Boost Productivity and Employee Satisfaction with Personalized Financial GuidanceIn today's complex financial landscape, many employees struggle with financial stress, which can impact their productivity and job satisfaction. But what...

Friday, July 7, 2023

Whether you're a seasoned investor or just starting your investment journey, Philip Fisher's "Common Stocks and Uncommon Profits" is a valuable resource. It offers timeless wisdom and practical advice that can help you make informed.

Thursday, July 6, 2023

What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover only a portion of the cost. If you're well past the braces stage...

Tuesday, July 4, 2023

As a small business owner, entrepreneur, or C-suite executive, you may wonder how many millionaires in the United States actually use a financial advisor. After all, if they have enough money to be wealthy, they must have their...

Tuesday, July 4, 2023

Collaborating with a financial advisor can prove to be an invaluable strategy for wealth generation, financial prosperity, and achieving millionaire status. Regardless of whether you're taking your first steps or aiming to elevate your financial position, their expertise ensures sound guidance every step of the way.

Monday, July 3, 2023

Examining the Mid-Year Outlook for 2023, it appears that the S&P 500 index experienced a 20% increase in the second quarter, marking a transition from a bear market to a bull market. This impressive market growth was primarily driven...

Friday, June 23, 2023

How To Choose the Right Financial Advisor for Your Small Business NeedsAs a small business owner, you have a lot on your plate. From managing day-to-day operations to planning for long-term growth, there’s never a shortage of...

Thursday, June 22, 2023

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...

Wednesday, June 14, 2023

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...

Thursday, May 25, 2023

I have a profound interest in stock investing. It's intriguing, exhilarating, and can be pretty rewarding. But, of course, it also comes with a certain level of risk. I embarked on my stock investing journey in 1988, and over the years...

Thursday, May 25, 2023

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes. One popular tool that can be used in estate strategies is...

Thursday, May 11, 2023

The Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains stubbornly high. This may cause...

Saturday, April 29, 2023

Market action over the past week saw the Positive MA for All Equity Funds 1040MU0 reverse from 86% to 78%, its first reversal lower since September 2021. This indicator measures the percentage of all equity funds tracked on...

Friday, December 9, 2022

TRY THESE FIVE STRATEGIES TO GAIN FINANCIAL HEALTH. Being financially healthy looks different for everyone and every life stage. But what almost everyone can agree on are the benefits of creating positive habits to improve the health of...

Thursday, December 1, 2022

WHAT HAS CHANGED FOR YOU IN 2022? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. If notable changes...

Thursday, December 1, 2022

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional with your charitable contributions can create tax...