Paying for Health Care in Retirement
By Ryan Yamada, Senior Wealth Planner When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies.
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Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill
Posted on August 2, 2022
Quarterly Market Outlook: What Lies Ahead for the Third Quarter of 2022?
Posted on July 27, 2022
Culture From the Top Down: Executive Compensation Plans Explained
Posted on July 19, 2022
What Do Financial Adviser Designations Mean? What are the Letters after a Name?
Posted on July 12, 2022
In the News
In the News
Platinum Wealth Management Joins Carson Partners
Posted on July 18, 2022
The Woodlands, Texas (July 18, 2022) – Platinum Wealth Management, a full-service tax, and financial planning firm based in The Woodlands, Texas, has announced its joining of Carson Partners, a nationwide network of more than 120 advisory firms across the U.S. Platinum Wealth Management has …
COVID’s Financial Toll Isn’t What You Think
Posted on May 26, 2022
Emerging Financially Healthy After a Gray Divorce
Posted on March 25, 2022
3 Roth Conversion Traps To Avoid After The SECURE Act
Posted on January 28, 2020
10 Common Estate Planning Mistakes (and How to Avoid Them)
Posted on December 6, 2019
Market Commentary
Market Commentary
Market Commentary: Inflation Finally Falls Flat, Stocks Respond Positively
Inflation slowed significantly in July. Lower energy prices, including a 7.7% decline in gasoline prices, helped the Consumer Price Index stay flat. Food and shelter costs helped offset the decline in energy prices. The core inflation rate fell to 0.3%, suggesting inflationary pressures are …
Market Commentary: U.S. Adds 528,000 New Jobs and Unemployment Reaches Pre-Pandemic Low
Market Commentary: As Anticipated, Fed Announces Another 0.75% Rate Hike
Market Commentary: European Central Bank Joins Fight Against Inflation, Raises Rates 0.5%
Market Commentary: U.S. Consumers Still Strong Amid Inflation; Fed Remains Hawkish