FITS Wealth

FITS Wealth Challenging The Wisdom Of Convention! by unlocking the hidden forces of your financial future and wealth by redefining and reclaiming your financial literacy

Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business o

nly with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Planning a summer getaway? 🏖️ Don't let scammers ruin your vacation! Protect yourself with these tips:Secure Your Accoun...
07/27/2024

Planning a summer getaway? 🏖️ Don't let scammers ruin your vacation! Protect yourself with these tips:

Secure Your Accounts: Update your passwords regularly and enable two-factor authentication.
Be Cautious Online: Don't click on suspicious links, even if they appear to be from your airline or hotel.

Beware of Social Media Scams: Double-check customer service contacts and be wary of anyone asking for personal information.
Watch Out for Common Travel Scams: Avoid interactions with "friendly" strangers offering bracelets or roses, and be cautious of unsolicited photographers.

By staying alert and informed, you can ensure a safe and enjoyable summer vacation. 🧳



Source:

Katy Nastro details common scams from online hackers to in-person swindlers to help others stay safe this summer.

Important Requirement: Beneficial Ownership Information (BOI) Filing with FinCENIn 2021, Congress enacted the bipartisan...
07/16/2024

Important Requirement: Beneficial Ownership Information (BOI) Filing with FinCEN

In 2021, Congress enacted the bipartisan Corporate Transparency
Act to curb illicit finance. This law requires many companies
doing business in the United States to report information about
who ultimately owns or controls them

Find out more information on when Do I Report, Who Does Not Have to Report, and much more info at https://www.fincen.gov/boi

Our Support

We understand that navigating regulatory requirements can be complex and time-consuming. Our team is here to provide you with the necessary support to ensure your compliance. Please reach out if you require any assistance or if you have any concerns regarding this filing.

The Federal Reserve has decided to hold interest rates steady for now, but they've indicated a more cautious approach to...
07/14/2024

The Federal Reserve has decided to hold interest rates steady for now, but they've indicated a more cautious approach to future rate cuts than previously anticipated.

Key takeaways from the Fed's announcement:
1️⃣ One Rate Cut Expected This Year: The Fed is now projecting only one rate cut by the end of 2024, compared to the three predicted in March.
2️⃣ Higher Long-Term Interest Rates: The Fed also signaled that it believes the long-run interest rate will be higher than previously thought.
3️⃣ Modest Progress on Inflation: While inflation has eased, it remains elevated. The Fed expects inflation to return to its 2% target by 2026.

What does this mean for you? It's a reminder that the economic landscape is constantly evolving.



Source:

The Federal Reserve on Wednesday released its decision on interest rates following this week's policy meeting.

Don’t Be Under Protected ! Look at your Insurance PolicyAs a wealth advisor, one of my biggest concerns is seeing a clie...
07/14/2024

Don’t Be Under Protected ! Look at your Insurance Policy

As a wealth advisor, one of my biggest concerns is seeing a client's home insurance policy that doesn't provide adequate protection. It's crucial to revisit your policies to ensure you're covered in case of unexpected events. If you need a referral for an insurance agent, please reach out. I hope you found this information helpful. Please feel free to contact me if I can be of service to you at any time.

Rebecca Wyatt

07/02/2024

What role would taxes play in your investment decisions? Find out in this message.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
07/02/2024

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Of all the things they’ve taught us, the most important is how to be better. 👩‍🎓🪂🥇📣 Join us in saying thanks to father f...
06/16/2024

Of all the things they’ve taught us, the most important is how to be better. 👩‍🎓🪂🥇

📣 Join us in saying thanks to father figures everywhere.🙌

Investing in a Roth IRA offers several long-term benefits. Firstly, contributions to a Roth IRA are made with after-tax ...
06/09/2024

Investing in a Roth IRA offers several long-term benefits.

Firstly, contributions to a Roth IRA are made with after-tax dollars, meaning that qualified retirement withdrawals are tax-free. This can result in significant savings compared to other retirement accounts.

Secondly, Roth IRAs do not require minimum distributions (RMDs) during the account owner's lifetime, allowing for greater flexibility in managing retirement funds.

Additionally, Roth IRAs offer the potential for compounded growth over time. The earnings can grow tax-free, providing the opportunity for substantial growth and wealth accumulation.

Lastly, Roth IRAs can be passed on to beneficiaries who enjoy tax-free growth and withdrawals. These long-term benefits make Roth IRAs an attractive option for individuals looking to secure their financial future in retirement.

Call today to schedule your tax and financial planning meeting! Let's secure a comfortable retirement!

Rebecca Wyatt
FITS Wealth Management
602.386.8893

On this Memorial Day, We honor and remember the brave individuals who sacrificed in service to our nation. Their courage...
05/27/2024

On this Memorial Day, We honor and remember the brave individuals who sacrificed in service to our nation. Their courage, dedication, and selflessness will never be forgotten.

Thank you, Grandpa. I will always love you.

Rebecca Wyatt

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’...
05/12/2024

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’s Day.

Happy Valentine's Day! Whether you're celebrating with a special someone or enjoying some self-love, may your day be fil...
02/14/2024

Happy Valentine's Day! Whether you're celebrating with a special someone or enjoying some self-love, may your day be filled with warmth and happiness.

02/05/2024
We're witnessing a unique situation in the labor market as the pandemic jobs hole closes, but labor market easing remain...
01/20/2024

We're witnessing a unique situation in the labor market as the pandemic jobs hole closes, but labor market easing remains elusive.

◾ The U.S. unemployment rate has dropped to 3.8%, yet we're facing labor shortages and wage growth that isn't meeting expectations.
◾ This represents an economic paradox, where job availability is high, but labor market easing is not happening as expected.
◾ The Federal Reserve is closely monitoring this situation, recognizing the complexities of the current economic landscape.
◾ This paradox is linked to multiple factors, including inflation and the ongoing impact of the pandemic on the workforce.

If you're interested in understanding the intricacies of our economy and labor market, join us in the conversation. Let's explore this complex issue together.



Source: https://www.reuters.com/markets/us/pandemic-jobs-hole-closes-fed-finds-labor-market-easing-elusive-2024-01-08/

Happy New Years from all of us at FITS Wealth Management! May 2024 be prosperous and joyful!
01/01/2024

Happy New Years from all of us at FITS Wealth Management! May 2024 be prosperous and joyful!

11/30/2023

And how some experts are trying to extend it.

It's crucial to have a secure retirement. The earlier you start planning the better your chances for a successful retire...
11/26/2023

It's crucial to have a secure retirement. The earlier you start planning the better your chances for a successful retirement. Call today to schedule an appointment with our Financial and Tax experts! 602-386-8893

Srinivas Balasubramanian, Head of Products, ICICI Prudential Life Insurance on the importance of retirement planning

The end of the year is a special time filled with excitement and anticipation. It’s also a great time to ensure we take ...
11/21/2023

The end of the year is a special time filled with excitement and anticipation. It’s also a great time to ensure we take care of your year-end financial needs, including any gifting or last-minute charitable giving (’Tis the season, after all).

As we approach the new year, please let us know if you want to discuss any new goals or update existing ones. Additionally, we are happy to make time if you know anyone you think might benefit from our services. You can share their contact information here.

We are grateful for your business and trust and honored to serve your family.

Kind regards, Rebecca

You sacrificed  to serve our nation. You fought the fight and made us proud. Because of you we have our freedom!
11/10/2023

You sacrificed to serve our nation. You fought the fight and made us proud. Because of you we have our freedom!

It was an amazing experience at the Kiwanis trunk or treat. What a turnout! So many ghosts and goblins looking for a del...
10/31/2023

It was an amazing experience at the Kiwanis trunk or treat. What a turnout! So many ghosts and goblins looking for a delicious treat!

The moon has awoken with the sleep of the sun. The light has broken. The spill has begun! That spooky-yet-sweet time of ...
10/29/2023

The moon has awoken with the sleep of the sun. The light has broken. The spill has begun! That spooky-yet-sweet time of year is coming when witches go riding and black cats are seen, the moon laughs and whispers “Tis near Halloween, theres magic in the night when pumpkins glow by moon light”.

Whether the costumes you wear are homemade or store-bought, whether the pumpkins by your home are hard-carved or plastic, whether you trick-or-treat in the neighborhood or attend a church-hosted fall festival, I wish you a fabulous time and wonderful fall celebrations.

Happy Halloween! Stay safe!

Rebecca

📢 Latest Update: 10-year Treasury yield reaches highest level in over 15 years!🔼 The benchmark 10-year Treasury yield ro...
10/27/2023

📢 Latest Update: 10-year Treasury yield reaches highest level in over 15 years!

🔼 The benchmark 10-year Treasury yield rose to 4.634%, its highest since 2007.
🔼 The 2-year Treasury yield also climbed to 5.148%.
🔼 Yields and prices have an inverted relationship, with one basis point equaling 0.01%.
🔼 The Commerce Department reported a 0.2% increase in durable goods orders for August, surpassing economists' expectations of a 0.5% decline.
🔼 Key data points, including new home sales and consumer confidence, fell short of forecasts, adding to concerns about the state of the economy.
🔼 The Federal Reserve's indication of higher interest rates for a longer period has raised worries among investors about the economy's future.
🔼 Investors are also worried about a potential government shutdown starting on Oct. 1. Moody's rating agency warns of a negative impact on the U.S. credit rating, while Wells Fargo predicts a decline in the U.S. dollar index.



Source:

Investors assessed the state of the U.S. economy following the latest economic data.

Federal Reserve officials discuss the need for future interest rate increases and agree that rates should remain elevate...
10/26/2023

Federal Reserve officials discuss the need for future interest rate increases and agree that rates should remain elevated until inflation returns to the target of 2%, according to meeting minutes released today.

📊 The majority of participants believe that one more rate hike would likely be appropriate, while some think that no further increases would be warranted.

💼 However, officials have differing opinions, with concerns about inflation, slower growth, and higher unemployment.

Source:

The Federal Reserve on Wednesday released minutes from its Sept. 19-20 policy meeting.

The CNN Business Fear & Greed Index is a valuable tool for understanding stock market movements and assessing whether st...
10/11/2023

The CNN Business Fear & Greed Index is a valuable tool for understanding stock market movements and assessing whether stocks are fairly priced. Excessive fear tends to drive down share prices, while too much greed can have the opposite effect.

Calculated from seven different indicators, the Fear & Greed Index measures various aspects of stock market behavior. These indicators include market momentum, stock price strength, stock price breadth, put and call options, junk bond demand, market volatility, and safe haven demand. The index tracks the deviation of these indicators from their averages, giving each equal weighting. The resulting score ranges from 0 to 100, with 100 indicating maximum greediness and 0 representing maximum fear.

The Fear & Greed Index is calculated as soon as new data becomes available, providing timely insights into market sentiment.

Utilizing the Fear & Greed Index can help investors gauge the mood of the market and be aware of their own emotions and biases. By combining this index with fundamental analysis and other analytical tools, you and your financial professional can make more informed decisions.

09/13/2023

Heading home from conference feeling motivated and blessed. Thank you all for believing in me and allowing me to help. You are my purpose 🥰

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Challenging The Wisdom Of Convention! by unlocking the hidden forces of your financial future and we

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41111 N Daisy Mtn Drive #105
Anthem, AZ
85086

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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