Certus Wealth Management Blog

Certus Wealth Management Blog

Navigating Retirement: How to Optimize Your Social Security Benefits

6 Keys When Changing From the Accumulation Phase of Life to the Distribution Phase of Life

Cash Planning: Strategies for Financial Success

Retirement Planning Across the Decades

Beyond Market Risk: Navigating 5 Different Kinds of Financial Risks

July '23 CPI & PPI Numbers: Implications for Interest Rate Trajectory

Plan Confidently: The Tax Advisor & Financial Advisor Partnership

Wealth Management: What Does it Look Like?

Insights: Market Volatility & Bear Markets

End-of-Year Giving: Proactively Plan for an Advantageous Tax Situation

Understanding Inflation and Planning for the Future You Desire

Market Volatility: Strategizing to Withstand Periods of Uncertainty

All opinions expressed in this article are for general informational purposes and constitute the judgment of the author(s) as of the date of the report. These opinions are subject to change without notice and are not intended to provide specific advice or recommendations for any individual or on any specific security. The material has been gathered from sources believed to be reliable; however, Certus cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Certus does not provide tax, legal, or accounting advice, and nothing contained in these materials should be taken as such. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always, please remember that investing involves risk and possible loss of principal capital, and past performance does not guarantee future returns; please seek advice from a licensed professional.