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.
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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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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Economic Review & 2022 Outlook
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Welcome to 2022
Happy New Year and welcome to 2022! We hope that you and your family had an enjoyable holiday. It's our primary goal to help you optimize your financial journey. We have put together an overview of areas that we will continue to watch closely this year, in addition to a financial checklist to help you identify items to discuss during your next meeting. Many events of the last few years have been unexpected and unprecedented. We enter the new year with excitement and continued ambition to exceed your expectations and provide you first-class service.
| welcome_to_2022.pdf |
Quarterly Economic Update (Fourth Quarter 2021)
| quarterly_economic_update_q42021.pdf |
Year-End Tax Report (2021)
| year_end_tax_report_2021.pdf |
Year-End Tax Planning for 2021
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Quarterly Economic Update (Third Quarter 2021)
| quarterly_economic_update_q32021.pdf |
Anticipating Rising Interest Rates
In August 2021 Fed Chairman Jerome Powell announced that so long as hiring numbers continue to improve, the Fed will begin to roll back its low interest rate policies. This article shares an overview of what that means for investors and how we can help.
| anticipating_rising_interest_rates.pdf |
Quarterly Economic Update (Second Quarter 2021)
| quarterly_economic_update_q22021.pdf |
Taxes Matter
The following article highlights critical moments in American taxation history that directly impact us today. We also take a chance to highlight strategies for proactive tax planning that are essential to tax efficiency and long-term wealth management.
| taxes_matter_.pdf |
Quarterly Economic Update (First Quarter 2021)
| Quarterly_Economic_Update__Q12021_.pdf |