Market Updates
TLWM Market Updates
Why Retirement is a Prime Time to Start a Business
Submitted by TLWM Financial on July 5th, 2024The Importance of a Mid-Year Financial Review
Submitted by TLWM Financial on July 5th, 2024![](/sites/default/files/users/enzopellegrino/EnzoPellegrino_07172024.png)
It is not just a routine task, but a strategic necessity to align with your goals.
As we reach the halfway mark of the year, it's a prime opportunity to assess your financial planning goals and review your investment portfolio. This mid-year check-in is essential for ensuring that you stay on track to meet your financial objectives.
Retiring on Your Own Terms: 7 Ways You Can You Work Toward an Early Retirement
Submitted by TLWM Financial on July 5th, 2024![](/sites/default/files/users/enzopellegrino/EnzoPellegrino_07102024.png)
Many dream of working toward early retirement, but getting there generally doesn’t happen by accident. Retiring early requires financial independence that can last for decades, but that is much easier said than done. To get there requires taking steps and staying focused. Consider these seven ideas to help you prepare for an early retirement:
1. Start Early
Monthly Market Update
Submitted by TLWM Financial on July 1st, 2024![](/sites/default/files/users/enzopellegrino/SPX_chart 7.1.24.png)
Another positive month of returns for stocks in June brought the first half of the year to a close with the S&P 500 up roughly 3.5% for the month and a very strong 14.5% year to date. (YCharts)
Throughout the year we’ve had portfolios positioned for growth and continue to believe that we’ll likely see stocks move higher over the next 9-12 months. Of course, if our outlook changes, we’ll be ready to make adjustments.
Given that we’re at the half way point of the year we’re going to review the key areas we highlighted in our annual outlook, and what we’re watching from each of these for the back half of the year.
Seven Things to Know About Philanthropy
Submitted by TLWM Financial on June 4th, 2024The Sandwich Generation and Retirement: Overcoming the Dual-Caregiving Dilemma
Submitted by TLWM Financial on June 4th, 2024How to Navigate Retirement With a Disability
Submitted by TLWM Financial on June 4th, 2024![](/sites/default/files/users/enzopellegrino/EnzoPellegrino_06122024.png)
Nearly one in four Americans over the age of 65 has a disability.1 And when it comes to planning for retirement, taking your disability into account is vital. Disabilities may impact many things, from your healthcare options to your retirement income and estate planning needs. Here are a few key points folks with disabilities might want to consider when planning for retirement.
Relief for Certain RMDs from Inherited Retirement Accounts for 2024
Submitted by TLWM Financial on June 4th, 2024![](/sites/default/files/users/enzopellegrino/EnzoPellegrino_06052024.png)
In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. The IRS has held off on releasing final regulations so that it can address additional changes to RMDs made by the SECURE 2.0 Act of 2022.
Monthly Market Update
Submitted by TLWM Financial on June 3rd, 2024![](/sites/default/files/users/enzopellegrino/SPX_chart 6.3.24.png)
After a challenging April, stocks bounced back nicely in May with the S&P 500 up almost 5% for the month, and over 10% for the year as stocks once again hit new all-time highs. Some of the catalysts last month were strong corporate earnings, better than feared inflation data, and economic data that suggested ongoing growth. (YCharts)
We continue to think the pullback we experienced in April was likely a normal and healthy part of a bull market. That said we wouldn’t be surprised to see additional volatility in the weeks and months to come as investors continue to watch economic data, corporate earnings, and the Fed for further clarity on inflation, economic growth and Fed Policy.
Today, we’re going to revisit and highlight a couple of the big market movers from last month and what we’ll be watching from them throughout the rest of the year: