Breakwater Wealth Management

02/13/2024

Rejuvenate Your Retirement® — An Educational Course for Retirees Age 65+

University of North Florida Adam W. Herbert, Tuesdays, Mar. 5 & 12, 10:00 a.m. to 12:00 p.m.

Or

University of North Florida Adam W. Herbert, Wednesdays, Mar. 6 & 13, 2:00 p.m. to 4:00 p.m.

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today's retirees. Whether you're planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, Rejuvenate Your Retirement® has something for everyone. This comprehensive course covers key issues faced by retirees. Discover new ways to stay mentally, physically and...

02/13/2024

SOLID START TO 2024

In reviewing the full picture of what to expect from markets this year, a resilient U.S. economy, easing inflation pressure, and growing earnings create a favorable backdrop for both stocks and bonds

Uncover the potential of 2024's stock market for retirement planning, influenced by January's gains and the S&P 500's performance. Discover how tech stocks, interest rates, and global events might impact long-term investment strategies.

10/06/2023

🌟 Elevate Your Retirement Game: Exclusive Course at UNF!🌟

Wondering how to get the most out of your golden years? Whether you're just starting to think about retirement or you're already there, we've got you covered!

Join us for our comprehensive **"Rejuvenate Your Retirement"** course designed to address the real questions and challenges faced by today's retirees. Prepare to be enlightened! 📚

📅 Save the Dates:
- Tuesday, Oct 17 & 24 from 10am-12pm
- Wednesday, Oct 18 & 25 from 2pm-4pm

👉 Limited seats available! Use the link below to learn more and secure your spot today.

Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, Rejuvenate Your Retirement® has something for everyone. This comprehensive course covers key issues faced by retirees. Discover new ways to stay mentally, physically and...

10/06/2023

After a difficult September for stocks, investors are surely ready to flip the calendar to October. That’s the month that kicks off the historically strong fourth quarter. Do we have prospects for a rally this time around?

The market may be set up well for a fourth quarter rally. However, based on seasonal trends, it may have to wait until the back half of October.

09/20/2023

As the clock ticks towards another potential U.S. government shutdown, the stock market seems to have a different narrative. Our research team digs deep into historical patterns and provides insights on what might unfold in the coming days. Don't miss our latest analysis:
🔗 https://bit.ly/3rk0Myv

The specter of a U.S. federal government shutdown continues to loom this week as Congress has just 12 days to agree on a budget before the October 1 deadline.

09/11/2023

🍁 Navigating the Financial Landscape this Fall?

As we embrace the changing seasons, the financial markets are also undergoing transformations. The past month brought notable volatility, setting a trend that might continue in September.

In our recent blog post, we dissect the economic shifts witnessed in August and forecast what might be looming on the horizon for the remainder of 2023. It's a must-read for anyone considering substantial financial decisions in the near future.

Stay ahead of the curve and plan your next steps wisely. Read more here: https://bit.ly/3EAhdtF

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Financial markets lived up to their reputation during the month of August, which has a record for being difficult, so where does that leave the market through year-end

08/23/2023

Pullback Perspective: The Reason Why Stocks Are Pulling Back

Don’t panic, pullbacks are a normal occurrence within any bull market. With volatility comes opportunity and we believe a buying opportunity back into this bull market will present itself over the coming months.

Our research team takes a deeper dive into where we are today and potential ahead

Volatility has returned right on cue as U.S. equity markets continue to pull back from overbought levels.

08/08/2023

Retirement is a significant milestone, and planning for it can often feel overwhelming. To help you navigate through this phase, we've crafted a special guide to highlight some key considerations.

As the chapters of your retirement story unfold, remember that each individual's tale is unique. Yet, the wisdom of experience, backed by data, lights the path.

08/08/2023

STAYING INVESTED IN A TRICKY ENVIRONMENT

Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead.

Here are some thing to consider looking ahead

Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky, as recession hasn’t followed the chorus of predictions

07/11/2023

Turbocharge Your Investments: A Fun Guide to Tax-Efficient Investing

Whether you're counting down the days to retirement or already living it up in your golden years, navigating the tax maze is a key part of maintaining your financial health. Ready to rev up your retirement engine? Let's embark on a thrilling journey through tax-efficient investing

https://www.breakwaterwm.com/blog/turbocharge-your-investments-a-fun-guide-to-tax-efficient-investing-for-so

04/09/2023

Rejuvenate Your Retirement Course @ UNF

This is a 2 session class being held on 2 dates:

Tuesdays, Apr. 18 & 25 10:00 a.m. to 12:00 p.m.

or

Thursdays, Apr. 20 & 27 2:00 p.m. to 4:00 p.m.

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today's retirees. Whether you're planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

You can learn more and sign up at

Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, Rejuvenate Your Retirement® has something for everyone. This comprehensive course covers key issues faced by retirees. Discover new ways to stay mentally, physically and...

03/26/2023

Upcoming Course: Rejuvenate Your Retirement @ UNF

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today's retirees. Whether you're planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.
2 Course Dates Available:
Tuesdays, Apr. 18 & 25 10:00 a.m. to 12:00 p.m. or
Thursdays,Apr. 20 & 27 2:00 p.m. to 4:00 p.m.
Learn more and register at:

Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, Rejuvenate Your Retirement® has something for everyone. This comprehensive course covers key issues faced by retirees. Discover new ways to stay mentally, physically and...