IHT Wealth

Securities offered through LPL Financial, Member
FINRA/SIPC, and

[IHT Wealth @IHTWealth]

IHT on Forbes: A Tale Of Two Shoppers: Holiday Shopping In America - https://t.co/MKh3cLuv7x

[IHT Wealth @IHTWealth]

Exploring how AI, immigration shifts, and demographic trends are quietly reshaping the Labor Day workforce and what it means for the future of America’s labor market. #FutureOfWork #LaborEconomics

https://t.co/DTYkI7P4Nn

[IHT Wealth @IHTWealth]

Defense spending continues to rise making it a compelling area to watch as a potential buffer in volatile markets. #DefenseStocks #MarketsInsights

https://t.co/murfwxZ0em

[IHT Wealth @IHTWealth]

Stablecoins have become a bigger part of everyday finance, moving the crypto world into the mainstream.

https://t.co/EkkFUNwq1k

[IHT Wealth @IHTWealth]

Energy dominance in the U.S. is a balancing act between production growth, costs, and innovation.

https://t.co/rJmEON9sAy

[IHT Wealth @IHTWealth]

With shifting consumer habits and supply chain challenges, major retailers are doubling down on last-mile delivery and innovative logistics solutions. Discover the emerging investment opportunities in the evolving American retail landscape. #RetailTrends #InvestmentOpportunities 🛒

https://t.co/3Blfz7Mfiz

[IHT Wealth @IHTWealth]

The momentum of nearshoring offers great opportunities for companies innovating in transportation and logistics—an exciting space to watch! 👏

https://t.co/KRARv6NJbt

[IHT Wealth @IHTWealth]

Read about Tom Cavaliere's journey as this week's advisor spotlight. 👏

Tom's entrepreneurial journey began in high school when he opened and successfully operated a sports collectible store for 13 years. In 2001, he transitioned to the financial planning industry, joining Ameriprise Financial. By 2012, he was advancing his career with LPL Financial, and in 2017, he founded Tall Oaks Advisors. Passionate about helping clients achieve their financial goals, Tom specializes in financial planning, wealth management, and employer-sponsored retirement plans.

Tom was born in Summit, NJ, and relocated to Leawood, KS in 1984. He pursued his education at Kansas State University and Baker University, earning an MBA. With over two decades of experience in the financial industry, Tom is dedicated to guiding individuals toward financial security. He holds Series 7 and Series 66 securities registrations through LPL Financial and Tall Oaks Advisors and life and health insurance licenses in multiple states. He is also a Chartered Retirement Planning Counselor (CRPC®).

When not working, Tom enjoys spending time with his wife Beth, and their children, Thomas and Olivia. A lifelong sports enthusiast, he's an avid Kansas City Chiefs, Royals, and Kansas State Wildcats fan. He also enjoys golfing and cheering on his kids' various activities.

#advisorspotlight

[IHT Wealth @IHTWealth]

Crypto has grown, but is it ready for the mainstream? 🚀
#Cryptocurrency #Investment #Innovation

https://t.co/Jm8p93o2Xr

[IHT Wealth @IHTWealth]

https://t.co/kaNR57vGFC

Resilience is key as consumer spending remains strong amid economic shifts, presenting exciting opportunities ahead! Check out this insightful read!

[IHT Wealth @IHTWealth]

Ten years ago today, IHT Wealth Management embarked on an ambitious journey with a vision to transform the industry. Frustrated by the constraints of a large Wall Street brand, we sought to provide truly independent advice and build a better service model for financial advisors and their clients.

On June 27, 2014, IHT was founded with six advisors. Today, we proudly serve over 150 financial advisors across 17 states. Our journey has been defined by our unwavering commitment to delivering exceptional advice, offerings, and service through an independent lens.

We owe our success to our dedicated team and, most importantly, our valued clients. Thank you for being part of our story!

[IHT Wealth @IHTWealth]

As we approach our 10-year anniversary on June 27th, IHT is excited to introduce our new series, IHT Spotlight, where we feature one advisor each month across social media. Kicking off the series is Ryan Wittig, a seasoned financial advisor with 25 years experience who has been an integral part of IHT since its inception. Holding numerous certifications - CFP, Series7, and Life and Health Insurance licensing, Ryan's 25 year professional journey spans from Prudential Financial to Merrill Lynch before finding his home at IHT Wealth Management in 2014. To learn a bit more about Ryan’s approach, we asked him three questions which you can find below. Thanks for reading and we hope you enjoy. IHT

Q: What is your philosophy when it comes to financial planning and investment strategies?

A: Making a goal and planning early are key to achieving it. Whether it's retirement planning, saving for kids' college, purchasing a home, estate planning, etc., planning is key. Equally important is investing in the right vehicles to achieve that goal. Not every investment is right for every situation.

Q: How do you tailor your advice to meet each client’s unique circumstances and goals?

A: Everyone's situation is different and so are the solutions. We tailor a plan specific to each client. Some clients need extensive tax planning or want to maximize long-term growth; some want to maximize income; and some are risk-averse and need more guarantees. There are investments and plans for everyone; we need to fit the plan with the person.

Q: How do you help clients navigate market volatility?

A: Diversification is key, but we can also reduce volatility by using alternative investments. For example, structured notes (buffered notes) allow our clients to invest in many different indexes but gives them a downside “buffer” in case of a down market. Private Equity Funds that are “uncorrelated” to the public stock market so that they don’t ride the volatility of the stocks. There are also bond strategies like target-date bond ETF's that guarantee principal and protect against interest rate risk. These are some of the ways to achieve our client’s goals while reducing risk and volatility.

[IHT Wealth @IHTWealth]

When was the last time you looked at your wills, trusts and all other estate planning items? If you can’t remember, it’s been too long! Make sure everything is up to date. Save your family the headache—and cost.

https://t.co/fgDCb9pTvS

[IHT Wealth @IHTWealth]

Everyone is talking about inflation– don’t get overwhelmed. Sooner than later, the conversation will switch to deflation. Tune in to hear how you can avoid rookie mistakes.

https://t.co/NWxBfoM3kw

#inflation #deflation #bonds #bondmarket #interestrates #investment #portfolio

[IHT Wealth @IHTWealth]

Steve warns getting a second opinion when it comes to retirement planning through life insurance. Tune in to hear where people usually make mistakes.

https://t.co/tttPW1pU1z

[IHT Wealth @IHTWealth]

IHT in Forbes: The Streaming Wars Are Entering Their Final Season

https://t.co/PXugVnjfaT

[IHT Wealth @IHTWealth]

Who’s competing in the streaming industry? Steve believes there is only room for 4 companies in the ring.
#streaming #Sector #Amazon #walmart #netflix #disney #disneyplus #FoxNews

https://t.co/S2t3gPtjtU

[IHT Wealth @IHTWealth]

Steve discusses the concerns over inflation and how to decipher between emotional headlines and skewed numbers.

#inflation #marketpredictions #stocks #bonds #investmentstrategies #investmentportfolio #iht #wealthmanagement #stevendudash #interestrates

https://t.co/IPXhdwTwe8

[IHT Wealth @IHTWealth]

Steve explains ESG, what it is and how to invest in it. Tune in to learn more.

https://t.co/pNbpTQElKr

[IHT Wealth @IHTWealth]

Steve discusses our upcoming recovery, while addressing a few concerns on capital gains tax and unemployment.

https://t.co/o46joDp6Mu