At Stabler Wealth Management we are focused on keeping our clients updated with the latest pertinent information that is important to their financial picture. Whether our ongoing quarterly economic updates or special reports on tax or estate law changes, you can find the latest information from our office here.
4th Quarter 2022 Economic Update
| 4thquartereconomicupdate2022.pdf |
Welcome to 2023
We hope that you and your family had an enjoyable holiday season. We look forward to what this new year has to offer! In order to start the new year proactively, we have included the following link to our Welcome to 2023 article which includes a checklist to proactively help identify any items you would like to address with us over the new year.
| welcometo_2023.pdf |
There Is Always a Reason to Be Grateful!
| there_is_always_a_reason_to_be_grateful_article.pdf |
Year-End Proactive Tax Planning for 2022
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3rd Quarter 2022 Economic Review
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3rd Quarter 2022 Economic Update
| q3-2022-quarterly_economic_update.pdf |
Proactive Year End Tax Report for 2022
| proactive_year_end_tax_report.pdf |
Foundational Information for Investors & Savers
| foundational_information_for_investors___savers.pdf |
2022 Mid-Year Economic Update
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2nd Quarter 2022 Economic Update
| 2nd_quarter_economic_update.pdf |
Market Downturn: Uncomfortable but Not Uncommon
| market_downturn_uncomfortable_but_not_uncommon.pdf |
Economic Update: Perspective on Recent Volatility
Dave shares his perspective on the recent market volatility, as well as strategies to take advantage of such volatile periods.
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1st Quarter 2022 Economic Update
| 1st_quarter_economic_update.pdf |
Managing Wealth in 2022
This video covers topics including an economic update, managing wealth in a rising inflation and rising interest rate environment, and proactive tax planning strategies to consider for 2022.
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1st Quarter Special Tax Report
| 1st_quarter_special_tax_report.pdf |