Assess Your Tolerance for Investment Risk Taking
Capture Your Risk Number®. Take our 5 minute test by clicking the button below.
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.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Try these activities to keep your brain sharp.
Simple steps may help you foil hackers and protect your privacy.
Five strategies for managing your student debt.
The federal government requires deceased individuals to file a final income tax return.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
What if instead of buying that vacation home, you invested the money?
Here is a quick history of the Federal Reserve and an overview of what it does.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.