Inspired Wealth Blog

The Modern Family Office

The pinnacle of ultra-high-net-worth financial services is a “Family Office.” It’s a firm dedicated to meeting all the needs of one, or perhaps a small number, of very wealthy families. [Read more…]

ESG Investing

ESG is one of the fastest-growing segments of investing, across the spectrum of financial products from ETFs to specialized, custom strategies. [Read more…]

It’s been two and a half years since the COVID-19 pandemic began, and most of the country is up and running: students have returned to classrooms, people are traveling for pleasure and business in record numbers, and spectators are back in the stands. [Read more…]

Retiring in a Volatile Market

Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn’s impact on your savings will be felt now and potentially for years to come. [Read more…]

Inflation, the Fed, and Recession

The June CPI number came in at 9.1%. This is not only the second consecutive month that we’ve seen an increase – it was a whopper. [Read more…]

Tax Planning During Your Career

Financial planning that focuses on your goals and helps you achieve flexibility in your journey is critical at the mid-point of your career. [Read more…]

Staying Safe Around Bears

The S&P 500 recently breached bear territory, which is largely agreed to be a market that has dropped 20% from a recent peak. [Read more…]

July 2022 Market Commentary

After a barely positive May, June saw the bear market return across indices. We ended up with the worst first half performance since 1970.  [Read more…]

The Fed Increases Velocity

The Federal Reserve raised the key short-term interest rate by 75 basis points in response to the release of the May headline CPI number, which increased to 8.6%. This marked the first 75 basis point increase in the Fed funds rate since 1994. [Read more…]

A Social Security Primer

When to claim social security benefits is one of the biggest questions when thinking about retiring. Your retirement income will likely come from various sources, and each will fit into your financial plan in different ways. [Read more…]

Deferred Sales Trusts

If given the choice, would you rather pay capital gains taxes on a large transaction all at once, or put it on layaway and make tax payments over time? If there’s no interest accruing while the tax payments are being delayed and you can invest that money, it would make sense to delay paying taxes right, right? [Read more…]

June 2022 Market Commentary

The Fed lion has found the courage to increase interest rates drastically, the inflation tiger is still ambushing the economy, and now the stock market is flirting with bears. [Read more…]