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CLient Portal
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Hello,
With 2020 in the rearview mirror, we're intently focused on my move later this month to open the Australian office. Very exciting! (although less excited by my upcoming 2 week stay in quarantine).
2020 Year-End Investment Market Report
It would be hard to imagine a stranger year in the U.S. investment markets than the one just passed, or a year that did a better job of defying logic. After the dramatic market collapse, the U.S. investment world recovered nicely and sailed through a steep recession, record unemployment, and three waves of a pandemic.
Highlights of the New Relief Package
The U.S. Congress recently passed, and the President signed, the 5,593 page Consolidated Appropriations Act of 2021—and experts are still mulling over what the impact will be on ordinary citizens and here’s what we know so far.
Most (and Least) Expensive States
If you could live in any U.S. state, which one would let you keep more of your money than others? The answer turns out to be surprisingly complicated.
Helping Build Someone Else's Future:
Creating your Own Scholarship Program
Scholarships are a wonderful way to support promising and deserving students by assisting them with the costs of their education. Donors often see such scholarships as a meaningful way to honor or memorialize friends, teachers, or family members.
Please let me know if we might be of assistance.
Have a wonderful rest of your day,
Ashley Murphy, CFP® AIF®
Areté Wealth Strategists, LLC.
Access our comprehensive, unbiased financial guides here.
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