NORTHSTAR Wealth Planning (Formerly EPWM)

Allowing you to live your life…
and give life to your dreams!

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

Another client event comes to a close, our hearts are full with gratitude and admiration. You're not just clients to us; you're family. Here’s to the cherished moments we've shared, the ones we created last night and the countless more to come #clientappreciation @MuseumModernArt

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

The economy is slowing, and first-quarter earnings season is underway. CIO Gene Goldman discusses the expectation for continued earnings pressure and what headwinds are causing pressure on profit margins in #TheWeekAhead. Check it out now! https://t.co/PLfB8iNTWc

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

New commentary from @CeteraIM which discusses questions they've been receiving regarding the U.S. dollar and helps you break down some of the sensational headlines you may have seen. Read it here: https://t.co/r0Xo9toRLH

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

Read the latest issue of Retire Wise here: https: https://t.co/MHdng98tqz

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

With the #CPI report and the #Fed FOMC Meeting minutes being released, Wednesday will be the most important day of the week. CIO Gene Goldman, CFA discusses this economic data in #TheWeekAhead. Watch it now! https://t.co/PLfB8iNTWc

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

This Quarterly Recap summarizes market performance, major events and news from Q1 2023. Read more here: https://t.co/NZ0YB3YHqE

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

Was January and February data a trend or just an anomaly? CIO Gene Goldman explores why the markets will be closely watching March data to clarify this in #TheWeekAhead. Check it out! https://t.co/PLfB8iNTWc

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

Are investing and baseball more similar than you think? Check out the latest Cetera Investment Management commentary where they explore the similarities between America's national pastime with investing and the markets. Read it now: https://t.co/BiK77zIHnw

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

@CeteraIM's 2023 Second Quarter Outlook discusses the impact of the Fed's rate hikes which are showing up in the banking sector and other areas of the economy. Click here to read more: https://t.co/wB8lAHWGt2

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

There has been an increase in market chatter around a potential recession. CIO @Gene Goldman discusses why the markets are watching the Fed and the potential banking crisis to determine whether we are headed to a recession in #TheWeekAhead. Check it out! https://t.co/PLfB8iNTWc

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

What should we expect from the Fed after the volatility we have seen in the banking system? In #TheWeekAhead, CIO Gene Goldman breaks down the banking crisis and discusses what to look for from the Fed this week. Check it out now! https://t.co/PLfB8iNTWc

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

When markets shift, it may be smart to keep Warren Buffet's sage wisdom in mind, "Remember that the stock market is a manic depressive."

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

Check out the latest commentary from @CeteraIM which explains the causes and actions being taken to solve the recent banking problems. The good news is that there could be a silver lining in all this. Click here to read more: https://t.co/cCMwtZ1rJr

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

Read the March issue of Financial Watch here: https://t.co/HLusEFo23l

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

Beware of tax hacks on social media, as they could lead to serious trouble with the IRS and hefty fines. CBS News has the story: #taxhacks #IRS #taxscams https://t.co/1oQn6AtB3F

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

Read the latest issue of Retire Wise here: https: https://t.co/1qxtn58PCn

[NORTHSTAR Wealth Planning (Formerly EPWM) @northstarwp]

On Tuesday, the February CPI report will be released. In #TheWeekAhead, CIO Gene Goldman shares three reasons why this report may be stronger than expected. Tune in now! https://t.co/ALsGGHU3K2