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 | |
File Size: | 950 kb |
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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 | |
File Size: | 440 kb |
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There Is Always a Reason to Be Grateful!

there_is_always_a_reason_to_be_grateful_article.pdf | |
File Size: | 510 kb |
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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 | |
File Size: | 2951 kb |
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Proactive Year End Tax Report for 2022

proactive_year_end_tax_report.pdf | |
File Size: | 722 kb |
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Foundational Information for Investors & Savers

foundational_information_for_investors___savers.pdf | |
File Size: | 481 kb |
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2022 Mid-Year Economic Update
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2nd Quarter 2022 Economic Update

2nd_quarter_economic_update.pdf | |
File Size: | 795 kb |
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Market Downturn: Uncomfortable but Not Uncommon

market_downturn_uncomfortable_but_not_uncommon.pdf | |
File Size: | 546 kb |
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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 | |
File Size: | 908 kb |
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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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1st Quarter Special Tax Report

1st_quarter_special_tax_report.pdf | |
File Size: | 1048 kb |
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