Pointer Wealth

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Why policy shifts could change the market backdrop AI is boosting growth, but policy support may be less reliable. Diversification remains key.

Weekly Market Update - 8/17

Why Broader Market Participation Matters Now Markets are broadening beyond tech. See why diversification still matters.

Our partner, Cole Caruthers recently joined CNN Consumer Watch to discuss how rising costs and economic uncertainty are affecting major financial decisions.

The segment was distributed to more than 380 television stations across the country.

The audience for the story was younger Americans, but the planning principle is universal: define what matters, prioritize it, and build enough flexibility into your plan to adapt as life changes.

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Congratulations to Cole Caruthers on being named a Forbes Best-In-State Top Financial Security Professional for the 4th consecutive year.

An incredible recognition and a testament to continued dedication to clients and excellence in financial planning.

Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals.

Mindful Spending Is the New Flex: Save More, Splurge Smarter Young households are spending less and saving more. Discover how you can take control of your finances, even in uncertain times.

Learning the language of finance is the first step toward deeper understanding—and better conversations—about your money.

Financial Terms Everyone Should Know Learn key terms for investing, estate planning, buying a home, and more.

I’d be happy to show you how a permanent life insurance policy could work for you and your family.

What Is a Permanent Life Insurance Policy? Permanent life insurance pays a death benefit no matter when you die and builds cash value as you pay premiums. Here’s how permanent life insurance policies work.

You’ve worked hard for your money and don’t want to spend more than required on taxes. Let’s discuss your tax-efficient strategy when it comes to annuities—and all your financial tools.

How Is an Annuity Taxed? The tax rules for retirement accounts can be complicated, so you might wonder whether annuities are taxable. Here’s a breakdown.

Are you on track with your 401(k) savings? Here are some things to think about for age 30, 40, 50, 60 and beyond.

What Is the Average 401(k) Balance by Age? See benchmarks for your 401(k) by age 30, 60 and beyond. Plan out your 401(k) contributions to reach your financial goals in retirement.

A Roth IRA is one way to grow money tax-free for retirement. I can help you figure out whether it’s a good fit for you. Just reach out and we’ll chat!

How to Use a Roth IRA to Grow Wealth Your Roth IRA can grow in two ways: through your contributions and through the performance of your investments. See how a Roth IRA might fit into your financial plan.