Today, we want to take a moment to express our heartfelt gratitude for our wonderful clients, family and friends. Your trust and support inspire us every day, and we are truly thankful to be a part of your journey. Happy Thanksgiving from all of us at Alia Wealth Partners!
If you missed our November newsletter, read it here, and then request to be added next time: https://t.co/ikp4syQcvU #research#financialadvisor#financenews
Happy Veterans Day to all who have served and continue to serve. Your courage, dedication, and sacrifices protect our freedoms and inspire us every day. #veteransday
"The numbers for the third quarter matter, but what they mean for the fourth quarter and beyond matters more."
Read more in our LPL Weekly Market Commentary: https://t.co/cK3jbWGIlM #research#financialadvisor#financenews
We're thrilled to announce Lindsey Rhea has been named #6 on the Forbes list of Top Next-Gen Wealth Advisors Best-in-State. This well-deserved acknowledgment is in addition to being named #77 Forbes Best-in-State Wealth Advisor and #16 Forbes Best-in-State Women Advisors.
"Here we share some thoughts on the Fed’s move last week and some potential market implications of not only Fed policy but also fiscal policy post-election."
Read more in our LPL Weekly Market Commentary: https://t.co/zolyDgRHMG
September is College Savings Month! Whether it’s saving a little each month or creating a strategic plan, we're here to help you invest in a bright future for your loved ones. From college to assisted care, our expertise ensures your family is supported when they need it most.
If you missed our September newsletter, read it here, and then request to be added next time: https://t.co/UtuT2eAH5k #research#financialadvisor#financenews
It's Voter Registration Day! We believe that participating in shaping our future is not just a civic duty but also a vital part of creating a better financial landscape for all. Register, vote and let's make a difference.
"With the Tax Cuts and Jobs Act (TCJA) set to sunset in 2025, the election will go a long way in determining the future of tax policy in the U.S."
Read more in our LPL Weekly Market Commentary: https://t.co/QRTqjVSQK2 #research#financialadvisor#financenews
Whether you’re 21 or 71, you don’t have to go it alone. Learn more about the steps women can take to secure their financial future: https://t.co/vzDxpaatbm #financialadvisor#financialplanning#wealthmanagement
As a woman-owned business, we're committed to advancing equality and empowering women in finance and beyond. Today, we honor the progress made and continue to champion opportunities for all. #womensequalityday
What an amazing time at LPL Focus 2024 in San Diego! Lindsey and Somer spent four days learning, networking and connecting with other industry leaders from across the country. It was a great experience full of inspiration and new insights.
Did you know 4 in 10 people think they don't have enough assets or wealth to warrant a will? Think again! Read our latest blog to find out why creating a will is one of the most important things you can do for your loved ones. https://t.co/KGuBNC30XS
If you missed our August newsletter, read it here, and then request to be added next time: https://t.co/uLmxzLv2ty
#research#financialadvisor#financenews
Whether you're a seasoned investor or just starting out, reviewing your investment portfolio and optimizing your asset allocation are essential steps toward achieving your financial goals. We offer personalized investment planning services to guide you every step of the way.
While tax-planning is essential for your financial health, here's an extra way to save. Tennessee's Tax-Free Weekend is here! From Friday-Sunday, you can save on clothing, school supplies and computers for your school-age children. For more details: https://t.co/j72by310HK
"At a high level, we believe this advice can help prepare investors for the second half..."
Read more in our LPL Weekly Market Commentary: https://t.co/yehEBqogAu