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NEWSLETTERS

Whether it’s keeping up with financial news or market trends, McCarthy Wealth Management is dedicated to delivering sound information to our clients. Our newsletters are a brief overview and provide key highlights in a short 7-10 minute read. 

Subscribe to our newsletter and stay updated with the latest market updates, economic perspectives, and educational events.

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Wealth Transfer & Sunsetting Estate Tax Law 

Communication and planning have always been essential when attempting to transfer wealth efficiently. 

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Helpful Information for Filing 2023 Income Taxes and Proactive Tax Planning for 2024

Tax planning should always be a key focus when reviewing your personal financial situation.

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Quarterly Economic Update Fourth Quarter 2023

2023 is in the books and the last quarter left investors looking forward to a bright and happy new year.

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Quarterly Economic Update Third Quarter 2023

The labor market remained strong in the third quarter. The current demand for labor keeps pushing wage inflation, with real wages being higher than before the pandemic...

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Proactive Year-end Tax Planning for 2023 and Beyond

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities...

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Quarterly Economic Update Second Quarter 2023

The second quarter of 2023 tested even the most seasoned of investors...

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Ideas to Help Prepare for a Recession

For the last several months, talk of a recession has been making news headlines. Analysts and investors have been speculating if, when, and how bad of a recession the U.S. could experience...

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Five Strategies to Improve Your Investing

There are numerous investment philosophies, but at the end of the day, almost all investors have a common goal...

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Quarterly Economic Update - First Quarter 2023

The first quarter of 2023 had investors sitting on the edge of their seats as the equity markets took them for a bumpy ride.  In the end, the quarter did close on a good note...

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Weathering Volatility with a Long-term Strategy

Read the financial news today and it's highly likely you'll see the term...

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Helpful Information for Filing 2022 Income Taxes and Proactive Tax Planning for 2023

Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals...

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Quarterly Economic Update Fourth Quarter 2022

It's probably a fair assumption to say that most investors are happy 2022 is in the books...

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Welcome to 2023!

Happy New Year and welcome to 2023!

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There is Always a Reason to be Grateful!

We believe that the best client is an informed client. For this reason, throughout the year we provide our clients with...

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Going Back to Basics: Time to Review Some Important Financial Fundamentals

"May you live in interesting times," is an expression where someone...

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Quarterly Economic Update Third Quarter 2022

Investors understand that markets go up and also go down. After being treated to better than average...

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Proactive Year-end Tax Planning for 2022 and Beyond

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities...

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Quarterly Economic Update Second Quarter 2022

When looking back, from the March 2020 lows until January 2022, investors were treated to a 21-month...

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Understanding Rising Interest Rates 

During the last few years, borrowers and spenders have enjoyed historically low interest rates. However,...

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Quarterly Economic Update First Quarter 2022 

The past few years have proved the Greek philosopher Heraclitus right when he proclaimed that, "the only thing constant is change."

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Proactive Retirement Strategies Using the SECURE Act 

In February of 2022, the IRS and Department of Treasury release 275 pages of proposed regulations to implement the SECURE Act...

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Helpful Information For Filing 2021 Income Taxes and Proactive Tax Planning 

Tax planning should always be a key focus when review your personal financial situation..

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Market Volatility: A Normal Part of the Investment Experience

Baseball legend Yogi Berra once said, "It's tough to make predictions, especially about the future." This holds true when...

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2021 Q4 - Quarterly Economic Update

2021 closed as a banner year for many investors. Although history will record the...

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Welcome to 2022!

Happy New Year and welcome to 2022!

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