Of Breathers and Battle Lines With the smoke of geopolitical tension lingering on the horizon, the markets took a measured pause from their recent bullish campaign. The S&P 500, after staging an advance to new daily highs since the April 9th reversal, momentarily breached the 6050 resistance line intraday on Wednesday, June 11th—only to retreat […]
Executive Summary Many people treat debt as the enemy, racing to pay off everything as quickly as possible. But eliminating debt doesn’t always mean achieving freedom. In fact, some debt-free individuals are financially stuck because they lack liquidity, flexibility, or the ability to respond to life’s opportunities. Real financial freedom isn’t about having a zero […]
In this insightful Smart Money Circle episode, host Adam Sarhan interviews Harold Wenger Jr., who shares his 40+ year journey in the financial services industry. Harold discusses the evolution of his career from transactional sales to a comprehensive financial planning practice, emphasizing the central role of personalized, detailed planning in helping clients manage risk and […]
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for markets and the economy?