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Below is a list of helpful documents to offer you additional financial perspective.
- Weekly Market Commentary (Updated Weekly)
- Weekly Economic Commentary (Updated Weekly)
- Bond Market Perspectives (Updated Weekly)
- Portfolio Compass (Updated Biweekly)
- Market Outlook (Updated Yearly)
- Midyear Outlook (Updated Yearly)
- Search For Income (Updated Quarterly)
- Market Insight Monthly (Updated Monthly)
- Market Insight Quarterly (Updated Quarterly)
Financial Planning • Wealth Management • Insurance Program • Tax Planning Strategies
Catalyst Wealth Advisors provides personalized, independent guidance to help clients pursue their financial goals. Our services include customized financial planning, integrated wealth management, life insurance programs and comprehensive tax planning strategies.
Responsive Experienced Wealth Advisors
Catalyst Wealth Advisors provides responsive, personal service to individuals and business owners who seek to establish and maintain effective wealth management strategies. Our qualifications and experience allow us to offer clients an integrated approach to planning and managing their financial lives. Our mission, and our fiduciary duty, is to put the interests of our clients first and foremost in every case.
Why Choose Catalyst Wealth Advisors?
- Independent Process to Equity Picking Strategy Focused on Undervalued Securities
- Momentum Based Process for Mutual Fund and ETF Investments
- Formal Technical Analysis for Monitoring Portfolios and Recognize Trend Changes
- Independent Macro-Economic Research
- Technical Behavior Aspects of Managing Risks
- Personal Guidance Responsive to Your Changing Needs and Individualized Portfolio Management
- No Proprietary Products
- Holistic Financial Planning Services
Independent...But Not Alone
Catalyst Wealth Advisors has teamed up with a select group of accredited professionals in investment management, finance, accounting, law, insurance, and retirement and estate planning. These resources, combined with Catalyst's knowledge and experience, allow us to offer clients a full complement of wealth management expertise. That way, we can focus on what we do best...helping people pursue their financial goals and strive for their dreams.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Apps that help small business owners better manage and grow their business.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Here’s a guide to explain all the parts of Medicare.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here is a quick history of the Federal Reserve and an overview of what it does.
You’ve made investments your whole life. Work with us to help make the most of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Have you found yourself suddenly single? Here are 3 steps to take right now.