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Independent Financial Advisor Monthly Newsletter

Monthly Market & Retirement Newsletter for Chandler & Gilbert

FEBRUARY 2026 NEWSLETTER

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Jeff Martin
geopolitics-political-unrest-portfolio-impact-investing
How Political Unrest May Impact a Portfolio

Investing in the financial markets requires a keen understanding of global events. Among these, political unrest counts as a significant factor that may influence an investment portfolio. Understanding the potential implications may help investors create a strategy to safeguard their investments and possibly take advantage of arising opportunities.
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2025-2026 Tax Season: New Deductions and Required Forms for Filing

The passage of the federal One Big Beautiful Bill in 2025 dramatically affects business and personal income taxes, as well as payroll W-2 reporting for 2025. While many deductions and credits remain the same, the following are notable changes that may impact those with the following situations:

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Pre-Wedding Planning: 8 Tips for Financial Bliss

For those preparing to wed, planning their future finances together may help strengthen their relationship. Marriage is not just a romantic commitment but also a financial partnership.

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A Tax Treatment Primer: Roth IRA vs. Traditional IRA

It’s paramount to understand the tax treatment of the various types of retirement accounts upon distributions. Roth IRAs and Traditional IRAs each have different tax implications and features that impact one's retirement strategy.

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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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This newsletter is produced by a financial advisor with a fiduciary responsibility serving Gilbert, Chandler, and Maricopa, Arizona communities.