Insights

September 2024 Market Commentary

<img data-src="https://journeysw.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" width="45" height="45" alt="Mark Lebida, CFA®" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 45px; --smush-placeholder-aspect-ratio: 45/45;" /><noscript><img src="https://journeysw.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" width="45" height="45" alt="Mark Lebida, CFA®" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Mark Lebida, CFA®

09/11/2024

Health Care Planning in Retirement

<img src="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg" width="45" height="45" alt="Kerry Meath-Sinkin" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Kerry Meath-Sinkin

09/09/2024

Worried About High Interest Rates? Finance Your Major Purchases Effectively

<img src="https://journeysw.com/wp-content/uploads/2023/12/1674064625365-150x150.jpeg" width="45" height="45" alt="Kristin Bartlow" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Kristin Bartlow

09/04/2024

Final IRS Regulations on Inherited IRAS: What Do They Mean for You?

<img src="https://journeysw.com/wp-content/uploads/2023/10/bfblog-150x150.webp" width="45" height="45" alt="Brian Flynn" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Brian Flynn

08/12/2024

August 2024 Market Commentary

<img data-src="https://journeysw.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" width="45" height="45" alt="Mark Lebida, CFA®" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 45px; --smush-placeholder-aspect-ratio: 45/45;" /><noscript><img src="https://journeysw.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" width="45" height="45" alt="Mark Lebida, CFA®" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Mark Lebida, CFA®

08/08/2024

Journey Strategic Wealth Recruits $200m Advisor from LPL

Penny Phillips

08/07/2024

Market Flash Update: The Stock Market Just Went on Sale

<img data-src="https://journeysw.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" width="45" height="45" alt="Mark Lebida, CFA®" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 45px; --smush-placeholder-aspect-ratio: 45/45;" /><noscript><img src="https://journeysw.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" width="45" height="45" alt="Mark Lebida, CFA®" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Mark Lebida, CFA®

08/06/2024

The Importance of Planning

<img src="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg" width="45" height="45" alt="Kerry Meath-Sinkin" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Kerry Meath-Sinkin

08/06/2024

The Joy of Giving: Advantages of Experience Gifting Over Inheritance

<img src="https://journeysw.com/wp-content/uploads/2023/12/1674064625365-150x150.jpeg" width="45" height="45" alt="Kristin Bartlow" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Kristin Bartlow

08/05/2024

Legacy Planning for Ultra-High-Net-Worth Families: Secure Your Wealth for Future Generations

<img src="https://journeysw.com/wp-content/uploads/2023/10/bfblog-150x150.webp" width="45" height="45" alt="Brian Flynn" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Brian Flynn

07/22/2024

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