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Independent Financial Advisor Monthly Newsletter

MAY 2024 NEWSLETTER

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Jeff Martin
IRS blocks and calculator
IRS 2025 Revenue Proposals: Potential Impacts to Estate Planning?

The Internal Revenue Service (IRS) has proposed several significant changes to the tax code as part of its revenue proposals for 2025. If enacted, these changes could have profound implications for estate planning.

Economic Indices

The Seven Economic Indicators Investors Must Monitor

Understanding the many economic indicators that can impact your portfolio's performance is essential as an investor. Monitoring these indicators can help you better predict patterns, identify trends, and make informed investment decisions.

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Cleaning Concept

Tips to Help You Spring Clean Your Financial Life

Spring is a great time to declutter your homes and an excellent opportunity to clean up your financial life. Spring cleaning must involve reviewing, reorganizing, and eliminating unnecessary financial clutter to help make your money management more efficient.

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Earnings Season

4 Trends Set to Impact Earnings Season 2024 and Beyond

The financial ecosystem is ever-evolving, and the 2024 earnings season is no exception. Consistently, each earnings period generates a flurry of activity among investors across the globe as publicly traded companies release their quarterly or annual earnings reports.

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Investment advisory services are offered through Wealth Watch Advisors, an SEC-registered investment advisor. Neither Wealth Watch Advisors or J. Martin Wealth Management, LLC are endorsed by the Social Security Administration or any other governmental organization. Note, registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy. Wealth Watch Advisors and J. Martin Wealth Management, LLC are independent of one another.

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