COVA Wealth Group

Year-end planning might feel far away, but starting early can help you stay organized and make the most of any opportunities before December arrives.

Our latest blog outlines 8 important areas to review before Q4, from taxes and retirement contributions to financial goals and beneficiary updates.

📖 Read more: https://www.paulday.covawealthgroup.com/current-news

An Early Bird’s Guide to Year‑End Planning: 8 Steps to Review Before Q4 Preparing during the fourth quarter to review your plans, make decisions, and take appropriate actions may help manage year-end financial planning. Early fall is a practical time to review your finances, organize your records, and look ahead to deadlines that could arrive more quickly than you expec...

The markets are always moving. Make sure you're staying informed.

See what's driving the headlines, influencing investors, and shaping the week ahead.

📈 Read this week's Market Commentary: https://www.paulday.covawealthgroup.com/weekly-market-commentary-kf26a

📋 When was the last time you reviewed your insurance coverage?

National Life Insurance Awareness Month is the perfect opportunity to revisit your policies and ensure they continue to support your financial goals and protect what matters most.

A few minutes spent reviewing today could make a meaningful difference down the road.

There are more ways than ever to invest for the next generation.

Knowing how each option works can make all the difference in building a strong financial foundation.

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‘Trump Account’ or 529? How to Pick Investment Accounts for Kids Trump accounts for kids are shifting the calculus for parents looking to save for their kids’ futures. Here are the pros and cons to help you decide.

What’s influencing the markets this week?

Take a few minutes to get clarity on the trends and insights that matter most. Read this week’s Market Commentary: https://www.paulday.covawealthgroup.com/weekly-market-commentary-kf26a

When you spend your days caring for others, it’s easy to put your own well-being on the back burner—including your financial health.

Financial wellness isn’t just about numbers—it’s about clarity, confidence, and peace of mind in a demanding profession. Taking the time to build a plan can help reduce stress, create balance, and support the life you’re working so hard to build. Learn more here: https://www.paulday.covawealthgroup.com/who-we-serve

Warren Buffett is known for keeping things simple—and his 90/10 rule is a great example of that.

It’s a straightforward approach that many everyday investors can learn from.

📊 Take a look at how it works.

How Warren Buffett's 90/10 Rule Makes Investing Straightforward for Everyday Investors Warren Buffett’s 90/10 rule urges everyday investors to keep 90% of their money in a low-cost S&P 500 index fund and the remaining 10% in short-term government bonds.

From headlines to market shifts—there’s always more beneath the surface.

Here’s what you need to know this week.

🔎 Read the latest Market Commentary: https://www.paulday.covawealthgroup.com/weekly-market-commentary-kf26a

Today is all about building awareness—and that starts with understanding your financial picture.

If it’s been a while since you’ve checked in on your goals, now is a great time.