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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.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Five creative (and inexpensive) ideas for motivating your employees.
Being healthy not only makes you feel good, it may also help you financially.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A look inside the U.S. government's statistics on household net worth.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
With alternative investments, it’s critical to sort through the complexity.
$1 million in a diversified portfolio could help finance part of your retirement.
What does your home really cost?
Investors seeking world investments can choose between global and international funds. What's the difference?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.