Able Wealth Management

Able Wealth Management Able Wealth Management is a financial planning firm in New York and New Jersey. Fee-Only Financial Planning & Investment Management

President Biden's recent tax reform proposal has sparked discussions about its potential impact on wealthy individuals a...
03/15/2024

President Biden's recent tax reform proposal has sparked discussions about its potential impact on wealthy individuals and their inherited assets. One key aspect of the proposal that has drawn attention is the suggested changes to the "stepped-up basis" loophole. This loophole allows heirs to inherit assets at their current market value rather than the original purchase price, effectively reducing capital gains taxes....

Explore the controversy around President Biden's tax reform proposal and its suggested changes to the 'stepped-up basis' rule.

The way most people pursue and think about retirement is fundamentally flawed and may lead to a less fulfilling life. Wh...
03/11/2024

The way most people pursue and think about retirement is fundamentally flawed and may lead to a less fulfilling life. What if we reimagined retirement as a life stage filled with purpose, engagement, and personal growth rather than just leisure? Could focusing on our values, passions, and meaningful activities lead to greater fulfillment? By embracing learning, contributing to others, and exploring new opportunities, might we create a more personalized approach to retirement that aligns with our deepest aspirations and brings genuine satisfaction?...

Rethinking retirement: Discover a new perspective for a fulfilling life filled with purpose, engagement, and personal growth.

The upcoming presidential election has stirred up a unique blend of hype, anxiety, and speculation, creating uncertainty...
03/06/2024

The upcoming presidential election has stirred up a unique blend of hype, anxiety, and speculation, creating uncertainty for investors. The financial world braces for potential ripples as candidates make bold promises and voter sentiment shifts. We'll examine how presidential elections historically affect the stock market and provide insights to help investors navigate this turbulent period. Investors are particularly concerned about the election's potential impact on the economy and stock market, given the current socio-political polarization that extends beyond electoral politics....

Navigate the world of investing in times of political uncertainty. Learn strategies for investing through turbulent times.

The S&P 500 hit a new high of over 5,000, just three years since crossing 4,000. Record levels can make some nervous, bu...
02/14/2024

The S&P 500 hit a new high of over 5,000, just three years since crossing 4,000. Record levels can make some nervous, but investors often become more bullish with continued momentum. Fear can turn into optimism and irrational exuberance. How can investors stay focused and disciplined during this rapid climb? Much larger percentage gains are needed to offset losses...

Discover how loss aversion and sequence of returns impact investing. Learn to manage risks and enhance your portfolio's performance.

This post provides ten principles on the relationship between money and happiness. It explores how our financial choices...
02/05/2024

This post provides ten principles on the relationship between money and happiness. It explores how our financial choices impact our lives more deeply than we realize, encourages us to question our desire for material possessions, and find genuine happiness by reevaluating what we truly value. Money as a tool, not a status symbol: Utilize money to enhance life quality rather than as a measure of social standing....

Ten principles on money and happiness. It explores how our financial choices impact our lives more deeply than we realize, encourages us to question our desire for material possessions, and find genuine happiness by reevaluating what we truly value.

Over the last six decades, the S&P 500 Index has embodied the resilience and ever-evolving nature of the stock market. C...
12/22/2023

Over the last six decades, the S&P 500 Index has embodied the resilience and ever-evolving nature of the stock market. Currently, we are witnessing a fascinating chapter in this narrative. Despite robust economic growth and escalating interest rates, the S&P 500 has impressively climbed over 24% to date. This exceptional performance occurs amidst a stable unemployment rate, recorded at 3.7% in November, alongside inflation rates that are beginning to show signs of easing....

Over the last six decades, the S&P 500 Index has embodied the resilience and ever-evolving nature of the stock market. Currently, we are witnessing a fascinating chapter in this narrative. Despite robust economic growth and escalating interest rates, the S&P 500 has impressively climbed over 24% to....

Market Resilience and Corporate Earnings This year, the stock market has showcased remarkable resilience, buoyed by an e...
11/29/2023

Market Resilience and Corporate Earnings This year, the stock market has showcased remarkable resilience, buoyed by an economy performing better than many anticipated. This positive momentum has been a boon for numerous investment portfolios, helping them to bounce back from the challenging bear market phase of the previous year. As investors look ahead, there's growing optimism that this upward trend will bolster corporate earnings, which are traditionally aligned with market trajectories over extended periods....

Market Resilience and Corporate Earnings This year, the stock market has showcased remarkable resilience, buoyed by an economy performing better than many anticipated. This positive momentum has been a boon for numerous investment portfolios, helping them to bounce back from the challenging bear mar...

As the year draws to a close, it's time to review your employer benefits! Dive into our latest article where we explore ...
11/14/2023

As the year draws to a close, it's time to review your employer benefits! Dive into our latest article where we explore essential end-of-year financial moves.

Review and adjust your benefits. Boost 401(k) savings, check tax withholdings, use FSAs. Secure finances for a confident new year start.

Recently, the market dipped into correction territory, typically characterized as a 10% drop from the previous peak, cre...
10/30/2023

Recently, the market dipped into correction territory, typically characterized as a 10% drop from the previous peak, creating a contradiction with numerous indicators of a robust underlying economy. Since July's end, the S&P 500 has retreated by 10.3% due to factors such as rising interest rates, Fed policy, sluggish growth in China, political uncertainty in Washington, and more. Even at its recent peak, the market hadn't fully rebounded from the previous year's bear market, falling short of its all-time high by 4.3% at 2022's onset....

Discover what the market correction means and why tech stocks have been pivotal in major indices highs and lows.

The Impact of Comparison Culture on financial well-being: Explore how the culture of comparison can lead to a false sens...
10/20/2023

The Impact of Comparison Culture on financial well-being: Explore how the culture of comparison can lead to a false sense of affluence and increased spending, and discover strategies to maintain your financial objectives.

The dangers of comparison culture. Discover how it affects our money management in the hyper-connected era.

📈 As we approach the final quarter of 2023, navigating the financial markets might feel like sailing through choppy wate...
10/02/2023

📈 As we approach the final quarter of 2023, navigating the financial markets might feel like sailing through choppy waters. 🌊 From increasing interest rates to economic uncertainties, it's easy to get swept away by negativity.

Financial Markets in Q4 2023: Reasons for a Balanced Perspective. Uncover the positive developments often overlooked in the investment world.

The psychology of money is often more important than the math of it. The mechanics of money are straightforward. You ear...
09/29/2023

The psychology of money is often more important than the math of it. The mechanics of money are straightforward. You earn, you spend, you save, you invest. But the psychology behind these actions is what truly makes the difference.

Take control of your financial life with a 4-Step Journey to Financial Freedom. Learn the psychology of money and start saving consistently.

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