Mainsail Wealth Advisors

Wealth Management & Financial Planning

[Mainsail Wealth Advisors @mainsailwealth]

Understand how donor advised funds can – and cannot – be used to support the charitable causes important to you. https://t.co/MnAd7Aj5cg

[Mainsail Wealth Advisors @mainsailwealth]

Treasury yields fell near year-to-date lows as markets brace for the US reciprocal tariffs announcement. CIO Larry Adam provides insight into this and other market-moving headings in Up & Adam. https://t.co/9xya7RjmIl

[Mainsail Wealth Advisors @mainsailwealth]

Last week, Jason Koptish & Nick Shedd attended the Raymond James Portfolio Management Group Symposium. They gained key insights to shape our approach for 2025. Shout out to Professor Jeremy Siegel for sharing his insight and wisdom.

[Mainsail Wealth Advisors @mainsailwealth]

Data breaches are scary for everyone involved. Keep yourself safe by following these four steps to freeze your credit in the event of a breach. https://t.co/mlCAIVrlZH

[Mainsail Wealth Advisors @mainsailwealth]

With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year. https://t.co/4YltWV3unh

[Mainsail Wealth Advisors @mainsailwealth]

Counter to popular belief, Medicare isn't free, all-inclusive healthcare. Dispel some of the most common Medicare myths. https://t.co/ZS33wzgwWP

[Mainsail Wealth Advisors @mainsailwealth]

As the dust settles on the 2024 presidential election, CIO Larry Adam provides a comprehensive analysis of the potential impacts. Despite the political shifts, history suggests that the market and economic impacts will be minimal. https://t.co/9bxRF5ncsg

[Mainsail Wealth Advisors @mainsailwealth]

The November FOMC meeting is just days away, and with the recent influx of economic data, it's clear that not only is the Fed's job not finished, but it has become more complex notes Chief Economist Eugenio Alemán. https://t.co/J9fc7TebSr

[Mainsail Wealth Advisors @mainsailwealth]

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. https://t.co/RhJSxC18E7

[Mainsail Wealth Advisors @mainsailwealth]

At last, the Federal Reserve has lowered interest rates. What does it mean for your financial plan? Here's some insight. https://t.co/dxyKysyKyH

[Mainsail Wealth Advisors @mainsailwealth]

🚀 The stock market is soaring in 2024, led by tech giants like Nvidia, Microsoft, and Apple. What does this mean for your investments?

Our latest commentary dives into market drivers, growth potential, and risks. https://t.co/K3tNR0Vjj7

[Mainsail Wealth Advisors @mainsailwealth]

Following the historic decision by President Biden to drop out of the 2024 race, Raymond James CIO Larry Adam provides insight into his team's economic and market outlook. https://t.co/PtC2qzOWZa

[Mainsail Wealth Advisors @mainsailwealth]

Exciting news at Mainsail Wealth Advisors! Welcome Shelton Glaze from James Madison University as our Financial Planning Intern and Jack Witmer from the University of Virginia as our Investment Analyst Intern. Here's to a summer of growth, learning, and collaborative success!

[Mainsail Wealth Advisors @mainsailwealth]

We are delighted to introduce the newest addition to our Client Service Team, Stephanie Pafundi! Since joining Mainsail in February, Stephanie has quickly become an integral part of our client service team. Please join us in extending a warm welcome to Stephanie! #TeamMainsail

[Mainsail Wealth Advisors @mainsailwealth]

The Mainsail team is excited to announce that Gilda Burket, Client Service Associate, has passed the Series 7 exam! Way to go Gilda! We are proud of your commitment to furthering your continuous professional growth. #Series7Success #TeamCelebration

[Mainsail Wealth Advisors @mainsailwealth]

Mainsail Wealth Advisors is thrilled to announce that Peyton Bodziak, Client Service Associate, successfully passed the CERTIFIED FINANCIAL PLANNER™ exam! We are proud of your hard work and the dedication you show to our clients and team!
#ProfessionalAchievement #ClientService

[Mainsail Wealth Advisors @mainsailwealth]

Last year, more than 338,000 Americans moved for their retirement – only 6% citing financial concerns as a factor in their choice of location. Find out the top destinations for retirees and what's drawing them there. https://t.co/Gd4EAfHX7l

[Mainsail Wealth Advisors @mainsailwealth]

Strategic, effective philanthropic endeavors require a combination of planning and action. If you're unsure where to start in your giving journey, consider these ideas. https://t.co/RDXSn6MGK8

[Mainsail Wealth Advisors @mainsailwealth]

While these are by no means exhaustive, these tax ideas can be a great starting point for year-end planning. With a complex and ever-changing tax code, it's a good idea to schedule a meeting with your financial advisor and tax professional as well. https://t.co/vtH6QrvBZ7

[Mainsail Wealth Advisors @mainsailwealth]

The SECURE 2.0 Act builds on retirement savings changes passed in 2019 and contains new provisions that further raise the required minimum distribution (RMD) age, shift to automatic plan enrollment and provide for new opportunities. https://t.co/wEFkRXdQx5