Taking Stock with Steele
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Taking Stock with Steele is our newsletter where we share our insights and expertise. Our goal is to ensure our clients are well informed. We shift through the noise and only bring important topics of discussion and planning points that are relevant and useful. We believe Knowledge Pays and we want our knowledge to pay for you.
Over the past few decades, the financial advisory business has evolved for the good. Clients have never had more information available to them nor have they ever had a better vision of their financial goals and their ability to achieve those goals. Many of the "newer" financial services like financial planning, income planning, tax planning, and philanthropic and estate/legacy planning serve near-term goals but ultimately help clients explore and remain focused on their long-term goals. At Steele Wealth Management, we have built a 10-person team to lead in this evolution.
Shortly after his inauguration on January 21st, U.S. president Trump, aka Tariff Man, made a trade war a top priority...Trade uncertainty is beginning to have negative effects on the economic outlook...Investors' love affair with a now-not-so-overly-business-friendly Trump administration is over
If you're Warren Buffett or a long-term investor saving for retirement, why is it important to stick to your long-term game plan of buying strong businesses? Because it is easy to get swept up in the madness that every market cycle brings...Opportunities to participate in trends or boom arise from time-to-time but one must always view these opportunities through the lens of buying and owning businesses that will benefit from not just today's trend, but tomorrow's as well.