The current housing market looks a lot different compared to recent years. Check out the latest market perspective from Daken Vanderburg, Chief Investment Officer of MassMutual Wealth Management, for what to watch and expect from the latest housing trends. https://t.co/9webvv4p4K
Last week, US equity markets surged as the S&P 500 and Nasdaq both climbed over 3% and posted record highs. Be sure to check out this week's market snapshot for our full breakdown. https://t.co/co145QpTVP
Calculating your net worth is a small step with big benefits — like
finding the path to your short- and long-term financial goals.
Find yours here: https://t.co/ss7WOtjsLG.
Calling all grandparents! In partnership with their parents, you can play a vital role in
helping your grandchildren grow their financial confidence. Here are some ideas to get started
Wealth transfer is about more than just money. It’s about giving your loved ones the means to live the life they want. Let’s talk about how I can help you achieve that dream.
Did you know over 60% of women don’t know how to calculate their net worth? Break this trend and find yours fast. Then let’s meet to talk about what it means for you.
https://t.co/caZtIpz6vC
Last week, markets reflected a cautious tone following a mix of economic signals and geopolitical developments. Overall, markets appear to be in a “wait-and-see” mode, but learn more with this week’s market perspective and reach out to discuss. https://t.co/tlB2uwvBgk
While an annuity may have some inflation risk, the fixed nature of their payouts can let you cover your essential expenses, allowing you to keep other assets invested. Let’s talk over your retirement plan and go over ways of combating inflation.
Last week, markets navigated a complex mix of geopolitical tension, economic data, and policy expectations. Be sure to check out this week’s market perspective for a detailed breakdown and more key insights. https://t.co/4scD6txrGI
Only 52% of business owners say they’ve had their business valued in the last 4 years, having an accurate business valuation can help identify growth opportunities and guide strategic decisions.
Source: MassMutual’s 2022 Business Owner Perspectives Study
Yet only 22% of Gen X and boomers plan to leave such a gift behind. Sound like you? Let’s talk about how I can help you discuss wealth transfer with your loved ones.
Looking to take greater control of your financial future? Let’s connect to explore tools like annuities that can offer more stability and security in retirement.
Many people have misconceptions about how annuities are handled after a loved one passes. Let’s explore the different annuity options that can provide you with lifetime income while also protecting income for your heirs.
Last week, ongoing tariff disputes continued to create uncertainty. The S&P 500 rose by about 6% in May, but US equities are still flat on the year after the volatility of recent months. Be sure to check out this week's market snapshot for key takeaways. https://t.co/qY81ivIg6n
Generosity takes many forms. And when it comes to sharing your wealth, we can build a plan so your gifts make a big impact on the causes and people you care about most.