Aspect Wealth Management

Aspect Wealth Management Investment advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership.

At Aspect Wealth, we seek to understand each client's life situation and provide customized strategies, solutions and services to help maximize the growth, preservation and tax-efficient transfer of corporate and personal wealth.

Operating as usual

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
11/22/2019
Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
11/18/2019
Critical Estate Documents

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

In the world of finance, the effects of the "confidence gap" can be especially apparent.
11/15/2019
Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the

Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
11/13/2019
The Financial Literacy Crisis

Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy

Many Americans are operating their personal finances with only the barest minimum of knowledge.

A home is the single largest financial commitment for most people. What mortgage fits you best?
11/11/2019
Choosing a Mortgage

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
11/04/2019
Understanding the Alternate Valuation Date

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
11/01/2019
What Smart Investors Know

Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting

Smart investors take the time to separate emotion from fact.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
10/30/2019
Changing Unhealthy Behaviors

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits

Five phases to changing unhealthy behaviors.

Even in death the IRS wants a final income tax return for the deceased taxpayer.  Know some special rules.
10/28/2019
Death is No Excuse

Even in death the IRS wants a final income tax return for the deceased taxpayer. Know some special rules.

The federal government requires deceased individuals to file a final income tax return.

Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
10/23/2019
Jane Bond: Decoding Diversification

Agent Jane Bond wants you to know about how bonds help diversify a portfolio.

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
10/21/2019
A Look at Whole Life Insurance

You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
10/18/2019
From Boats to Brokers

The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The average college senior graduates with credit card debt. How will your kids manage money?
10/14/2019
Do Your Kids Know The Value of a Silver Spoon?

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

The tax rules that govern donating art are complex and confusing. #taxes #art
10/11/2019
Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. #taxes #art

The tax rules that govern donating art are complex and confusing. Take a closer look.

There are benefits and limitations when using a living trust. #LivingTrust
10/09/2019
A Living Trust Primer

There are benefits and limitations when using a living trust. #LivingTrust

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
10/07/2019
Value vs. Growth Investing

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Many millennials have been moving back home after college. Do you think parents should help out, or is a "tough love" ap...
10/05/2019
Here's how I kicked my post-college kid out of the house — and you can, too

Many millennials have been moving back home after college. Do you think parents should help out, or is a "tough love" approach needed?

Instill financial responsibility in your young adult children by requiring them to move out and handle their bills on their own as soon as possible after college graduation. I kicked my kid out of my house — and you can, too.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
10/04/2019
What Do Your Taxes Pay For?

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax

Here's a breakdown of how the federal government spends your tax money.

Are you and your spouse on the same page financially? Here's why this is so important.
10/02/2019
4 Tips For Budgeting With Your Spouse

Are you and your spouse on the same page financially? Here's why this is so important.

There are nearly 800,000 divorces and annulments in the United States each year, the National Center for Health Statistics reports. If you don’t want to be part of that statistic, it pays to get on the same money page with your spouse. In survey after survey, including one conducted several years

09/29/2019
Identity Theft Recovery Steps | IdentityTheft.gov

Have you ever received a phone call asking about your Social Security number? Avoid falling for a scam with the help of these tips.

Recovering from identity theft is a process. Here’s step-by-step advice that can help you limit the damage, report identity theft, and fix your credit.

Does your #business need some digital help? Here are some new #apps that might help!
09/25/2019
Top New Digital Tools for Small Businesses

Does your #business need some digital help? Here are some new #apps that might help!

Apps that help small business owners better manage and grow their business.

Are you on the list? We send out helpful tips and updates twice a month.
09/23/2019
The Finance Newsletter

Are you on the list? We send out helpful tips and updates twice a month.

Sign up and stay tuned for this week's posts.

How much should you tip your hairdresser? What about your mechanic? Keep these helpful guidelines in mind.
08/24/2019
Tipping Etiquette: The Ultimate Guide to Tipping

How much should you tip your hairdresser? What about your mechanic? Keep these helpful guidelines in mind.

As service wages don't rise fast enough, consumers are increasingly being asked to pick up the tab.

One cornerstone of financial success is fair compensation. Here's how to proceed if you think you're due for a raise.
08/18/2019
What to do when you find out your co-worker makes more money than you do

One cornerstone of financial success is fair compensation. Here's how to proceed if you think you're due for a raise.

It's natural to feel angry and frustrated, but your goal should be to move beyond those emotions and work towards getting a significant raise. Here's exactly how to do that.

Have you heard that millennials are bad with money? Or that boomers are stingy?
08/15/2019
5 Generational Money Myths

Have you heard that millennials are bad with money? Or that boomers are stingy?

Let's examine the truth behind these ideas.

Address

9311 San Pedro Ave, Ste 750
San Antonio, TX
78216

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

Telephone

(210) 268-1500

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