Expert advice on maintaining your financial strategy amidst political shifts
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October 2024

As we enter the fourth quarter of 2024, we are approaching both year-end and a significant election. Through it all, our team at CWM remains focused on your long-term financial well-being.

 

This newsletter covers timely insights on market behavior during election seasons. Remember, your financial journey extends far beyond any single event or year. We are here to help ensure your financial strategy remains aligned with your long-term objectives.

 

Thank you for your continued trust in our team.

    Yours truly,

      joel signature white

      Election 2024: Navigating Financial Strategies in a Presidential Election Year

      As November approaches, questions about the election's impact on your finances may be top of mind. In our latest article, we break down the current economic landscape, explore potential post-election scenarios, and offer strategies to keep your long-term financial goals on track—regardless of political outcomes. Discover how to maintain your financial course amidst the election season waves.

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      Growing Our CPA Network: Your Referrals Matter

      We are expanding our network of trusted CPAs to enhance our collaborative services. Have a CPA you respect? Your referral can help us provide even better outcomes for all our clients.

       

      🔑 How it benefits you: Read our blog post

       

      ✉️ Share your CPA's contact info: info@certuswealthmanagement.com

       

      Thank you for helping us grow our professional network!

      Certus Wealth Management

      Joel Van Hofwegen, CFP®
      Founder / Private Wealth Advisor
      CERTIFIED FINANCIAL PLANNER™
      650.232.2023
      info@certuswealthmanagement.com
      www.certuswealthmanagement.com

      Financial Advice is offered through Certus Wealth Management LLC, a Registered Investment Adviser. 

       

      This message and any attachments are solely for the intended recipient and may contain confidential or privileged information. If you are not the intended recipient, any disclosure, copying, use, or distribution of the information included in this message and any attachments is prohibited. If you have received this communication in error, please notify us by reply email and immediately and permanently delete this message and any attachments. Thank you.

       

      This material prepared by Certus Wealth Management, LLC (“Certus Wealth”) is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Opinions expressed by Certus Wealth are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable. Certus Wealth, however, 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 Wealth does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice.

      Certus Wealth Management, 1025 Alameda de las Pulgas, Ste. 102, Belmont, CA 94002, (650) 232-2023

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