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.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Even if you’re young and single, you should still consider protecting yourself.
An inside look at how marginal income tax brackets work.
Read this overview to learn how financial advisors are compensated.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
There are four very good reasons to start investing. Do you know what they are?
Here are six flags that may make your tax return prime for an IRS audit.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Making the most of surprises is a great reason to work with us.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Why are 401(k) plans, annuities, and IRAs so popular?
When should you take your Social Security benefit?
When do you need a will? The answer is easy: Right Now.
Have you found yourself suddenly single? Here are 3 steps to take right now.