Mark your calendars! 📅 Join us on Wednesday, August 21st at 9am PST for our third Study Time with Steve webinar of the year! 🎓💼 Dive into market insights with Steve Gormley and cohost Rachel Bubb as they share their expertise and answer your burning questions! 🔥📊

Don't miss out – save the link below to join!

https://us02web.zoom.us/j/84928060583

#MarketWisdom #InvestmentInsight #MarketResilience

Working with a financial advisor can transform one's financial journey! It's all about building trust, understanding individual goals, and creating a personalized plan. An advisor can help educate clients, adjust the plan as life changes, and provide support every step of the way. Together, they build a brighter financial future! 💼✨

Tap the link below to read this month's blog by Claire Olmstead!🌟

kwbwealth.com/blogs/working-with-a-finanical-advisor

#FinancialAdvisor #FinancialPlanning #MoneyGoals

Markets were gripped by August jitters last week! 📊The VIX hit a four-year high before cooling, reflecting investor uncertainty driven by weak economic data and geopolitical risks. Despite the volatility, major indices ended the week steady. 🌍

Tap the link below to continue reading!

🔗https://kwbwealth.com/wmc-8-13-24

🔦New Employee Spotlight 🔦

We're thrilled to announce the latest addition to our team, Atena Guadarrama, who joins us as a Client Service Assistant. Atena's (Uh-Ten-Uh) name, inspired by the anime "Saint Seya," reflects her unique personality. As a dedicated mother and an aspiring full-time student, Atena balances her time between her family, education, and her role at the Redlands YMCA.

When she's not busy with her various commitments, Atena loves to soak up the sun at the beach, accompanied by her son or friends. Her presence at KWB has already been felt through her enthusiastic service and unwavering patience when assisting our clients.

Let's give a warm welcome to Atena! We're delighted to have you on board and look forward to the positive energy you bring to our team.🌟

From inflation worries to deflation cheers! 🙌 The latest CPI report shows a drop in June, hinting at a potential ease in borrowing costs. As the markets rally, we're reminded of the resilience and adaptability of our economy.
Will this deflation trend continue, and how might it impact your financial decisions?

Tap the link below to read this week's market commentary!

kwbwealth.com/wmc-7-16-24

#MarketUpdate #EconomicShift #CPIChange

🔦New Employee Spotlight 🔦

We're thrilled to introduce Jorge Möller as the new CFO of KWB Wealth! Jorge brings a wealth of experience in financial services, corporate strategy, and leadership roles in Fintech startups. His insights and strategic planning will be invaluable to our team.

Jorge holds a Bachelor of Science in Materials Engineering and an MBA from Drexel University, and is a proud graduate of the ABA Stonier Graduate School of Banking at the University of Pennsylvania.

On a personal note, Jorge commutes part-time from San Diego, where he lives with his wife and teenage daughters. When he's not helping his daughters move to their college dorms, he loves traveling with his family and going on long bike rides along the coast.

Welcome aboard, Jorge! 🚴‍♂️🌍

#KWBWealth #NewCFO #Leadership #Finance #TeamIntroduction #WealthManagementJourney

📢 Join us for an exciting economic webinar next Tuesday, July 16th at 9:00 AM! We’re thrilled to welcome Michael Arone, Chief Investment Strategist at State St. Advisors. He'll dive into hot topics like the future of the economy, the impact of the upcoming election, the importance of diversification, and potential Fed rate changes.

🌟THEN on Wednesday, July 31st at 9:00 AM at our Redlands office, we’ll be hosting an in-person seminar to revisit these topics and share more insights from the KWB team.

Don’t miss out! Tap the link in our bio to register for the webinar today! Send us a DM or reach out to our office to register for the seminar by July 25th!🙌

📅 Mark your calendars for Tuesday, July 16th at 9 AM! Join us on Zoom for our Mid-Year Economic Outlook Webinar featuring guest speaker Michael Arone , CFA, and Chief Investment Strategist for the SPDR® Americas Business at State Street Global Advisors, alongside Robert Bullock, Mike Razzouk, and Steve Gormley.

This year, we’re adding something special!🌟 On Wednesday, July 31st at 9 AM, join us in person as Diana Sailler, Robert Bullock, and Mike Razzouk recap our discussion with Michael Arone, share the KWB perspective, and highlight our initiatives for clients. Don't miss out!

🔑 DISCUSSION TOPICS INCLUDE: outlook on the economy and stocks, Fed rate cuts, the election and what it could mean for the markets, and why diversification still matters.

To register for our July 16th webinar featuring Michael Arone, tap the link in the bio!

Send us a message or call our office to register for our in-person event on July 31st!

🌟 Retirement planning isn't one-size-fits-all! 🌟

Your financial situation, risk tolerance, and retirement goals are unique. That's why consulting with a financial planner is crucial to create a personalized plan that suits you best. Let’s work together to secure your future! 💼✨

🔗 in the bio to watch the full video on our Youtube channel!

#RetirementPlanning #FinancialAdvice #TailoredPlans

Amid the sea of economic fluctuations, the U.S. eyes a hopeful outcome.💡 The 2.8% GDP growth suggests a potential for stability without a downturn, a feat rarely achieved.💼🌟

Tap the 🔗below to read this week's market commentary!

kwbwealth.com/wmc-7-30-24

#EconomicUpdate #InformedDecisions #MarketInsights#EconomicInsights #SoftLanding #ReadMore

Explore the impact of politics on your portfolio!🚀 Our latest quarterly newsletter delves into the upcoming election and its potential effects, regardless of current political events. Stay informed, stay invested, and read more for key insights and supportive charts. 📊

Tap the 🔗to learn more!

kwbwealth.com/2024-3rd-quarter-newsletter

#InvestmentStrategy #MarketPerformance #StayInvested #ElectionYear

In the midst of market turbulence, here's a beacon of hope: Despite recent pullbacks, the S&P 500 remains resilient, up 10% YTD. Bonds are showing their strength, and diversification is proving its worth.💼🌟 Stay the course, history shows us that this too shall pass. 💡

#InvestmentInsight #MarketResilience