White Hawk Wealth Management

/*********/
Securities offered through LPL Financial, Member SIPC

[White Hawk Wealth Management @WhiteHawkWealth]

GREAT NEWS TO SHARE!
On May 11th, White Hawk Wealth Management successfully registered with the SEC. We are now a Registered Investment Advisor (RIA) and FULLY independent!
As part of this transformation, we transitioned all of our clients to Charles Schwab as our new Custodian.

[White Hawk Wealth Management @WhiteHawkWealth]

Started this process in November of 2023. After a long process and a good attorney, we were able to get White Hawk Wealth Management trademarked!

[White Hawk Wealth Management @WhiteHawkWealth]

Wishing you a very Happy & Healthy Holidays and New Year! We hope that you find some time to spend with your loved ones. If you haven't seen our UPDATED website... check it out: https://t.co/crfRhJrzK9

[White Hawk Wealth Management @WhiteHawkWealth]

🍗🏈💛 Proud and THANKFUL to be Serving Our Clients,
Your White Hawk Wealth Team
J.D., Cameron, and Jennifer

[White Hawk Wealth Management @WhiteHawkWealth]

Always remember... never forget. Our hearts will always be with the families impacted by this horrific event. #neverforgotten #BIGGERthanwealthmanagement

[White Hawk Wealth Management @WhiteHawkWealth]

We would love it if you could swing by to see the new office space! Interior signs might still be pending installation in which case take an immediate left when you exit the elevator at the 3rd floor.

[White Hawk Wealth Management @WhiteHawkWealth]

Is this debt deal going to get done before the deadline?

[White Hawk Wealth Management @WhiteHawkWealth]

Happy Easter from your Wealth Management Team

[White Hawk Wealth Management @WhiteHawkWealth]

I happen to love our clients... like really... LOVE. We have been quietly collecting some testimonials now that we are able to use them (after they have written consent and passed through compliance)! Here's what our clients are saying about us... https://t.co/7HKEKcTt7x

[White Hawk Wealth Management @WhiteHawkWealth]

Latest Virtual Town Hall is up and live! We had a special guest join us to talk about the CO RE market. Don't miss Cameron use the phrase "Nothing Burger" and what part of the Secure Act of 2020 is starting to create havoc for those that inherit IRAs.

https://t.co/jZq0O2R2Ez

[White Hawk Wealth Management @WhiteHawkWealth]

Social Security Income - Quick Facts that you might NOT have known... and SHOULD! [2 min]

Enjoy! #wealthmanagement #socialsecurity #socialsecuritybenefits #financialplanning #followthewhitehawk #incomeplanning

https://t.co/KnLhVx8Mgt

[White Hawk Wealth Management @WhiteHawkWealth]

White Hawk Wealth Virtual Town Hall FEBRUARY 16TH @ NOON MST. Register below and don't miss our first ever GUEST APPEARANCE for an update on the Colorado residential real estate market.

https://t.co/Jw3EG5V1gR

#WealthManagement #townhall #followthewhitehawk #financialplanning

[Sara Eisen @SaraEisen]

Bank of Canada signals a pause: “Governing Council expects to hold the policy rate at its current level while it assesses the impact of the cumulative interest rate increases” Fed next?

[White Hawk Wealth Management @WhiteHawkWealth]

Our latest Virtual Town Hall meeting is now live on our YouTube channel! We have segmented it for you to easily watch what is most important to you. We covered 2022 returns, inflation, the Fed, portfolio construction and much more! #followthewhitehawk

https://t.co/9jorpgxFNV

[White Hawk Wealth Management @WhiteHawkWealth]

We will get things rolling for our first Town Hall of 2023 in about 2 HOURS! 12 (noon) MST TODAY! Register below...

https://t.co/lUIZLJcubm

[White Hawk Wealth Management @WhiteHawkWealth]

6 green days straight for the S&P 500. Long road ahead for investments, but some breathing room helps.
Have a great weekend everyone.

[Ryan Detrick, CMT @RyanDetrick]

The S&P 500 is up 4.2% YTD.

Doesn't sound like much, but considering the most 2022 ever got up to was 0.6%, it sounds pretty darn nice to me.

[White Hawk Wealth Management @WhiteHawkWealth]

First Virtual Town Hall Meeting of 2023 for White Hawk Wealth! Joint us as we look in the rearview mirror at 2022, value vs. growth, active vs. passive, and buying in these volatile markets.
RSVP here: https://t.co/lUIZLJbWlO
https://t.co/GxTc9IQAh1 #followthewhitehawk #wealthm

[MichaelKitces @MichaelKitces]

Annual gift exemption rises to $17k/year. Estate tax exemption is up to $12,920,000 per person.

"Inflation lets wealthy Americans give heirs even more tax-free" https://t.co/e1qbILYn3Z