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A registered investment adviser in AZ, CA, CO, KS, LA, MO, TX and WA. Likes, comments and follows

16/10/2023

Kris Venezia, speaks with Eckman Wealth Management's Medicare specialist, Janie Kurtz, to provide you with all the information you need to know regarding Medicare's open enrollment period opening Oct. 15, 2023 and closing Dec. 7 2023.

Key Points:

👉 AEP (Annual Enrollment Period) of Medicare opens for enrollment October 15th and runs through December 7th.

👉 It’s important to review your plan every year to ensure the plan caters to you. It is a financial sound decision that could result in money saved or benefits maximized.

👉 Each Medicare plan is individualized. It's important to speak with a Medicare specialist to get the most out of your Medicare plan.

👉 It's on-average a 15 minute call to go over your current Medicare plan with a specialist to see if any changes need to be made to get the most coverage on prescriptions, medical care, etc.

https://www.youtube.com/watch?v=Kr90sdj7RPI

Reach out to us ([email protected]) if you have any questions.

Kris Venezia, speaks with Eckman Wealth Management's Medicare specialist, Janie Kurtz to provide you with all the information you need to know regarding Medi...

07/10/2023

Market Update: The Fed, Mortgage Rates and Large Companies like Dutch Bros, Amazon and Microsoft.

Eckman Wealth Management financial advisor, Kris Venezia, provides a market update. This video summarizes what's going on with the Fed, mortgage rates, Dutch Bros, Amazon, Microsoft, Cheesecake Factory, iHop, and more.

Like the video and subscribe for the finance information you need to know presented in an approachable, easy-to-understand way.

Eckman Wealth Management financial advisor, Kris Venezia, provides a market update. This video summarizes what going on with the Fed, mortgage rates, Dutch B...

06/09/2023

Watch this video to learn how spending patterns at large retailers like Walmart, Target, Best Buy and more are changing in our inflationary economy.

Key takeaways:

👉 Spending insights from WalMart, Dollar General, Dollar Tree, Dick’s, Foot Locker, Target, Lowes, Home Depot, Abercrombie, Macy’s, Nordstrom, Best Buy, Tapestry and Capri.

👉 Consumer spending less on discretionary items.

👉 Consumer trends show spenders are usually coming in to be specific food items (with a lean towards private label items over name brand in attempts to cut cost), and leaving with a smaller basket than before.

👉 Large purchases that were generally being made during the pandemic have slowed down.

👉 High-End/Aspirational consumers are buying less of those high-priced items in the retail space according to data from Tapestry.

👉 We're curious to see how student loan repayment resuming affects spending.

👉 Best Buy mentioned credit card delinquencies are getting back to a more normalized level.

How spending patterns at large retailers like Walmart, Target, Best Buy and more are changing in our inflationary economy. Book a free consultation with Eckm...

27/08/2023

Our recent video on rising mortgage rates could provide some insights into Zillow's 1% down payment loan program.

Find out why financial advisor, Kris Venezia, emphasizes the importance of saving for a down payment and become more informed on mortgage rates.

Key takeaways:

👉 Mortgage rates are continuing to rise.

👉 If you're looking to buy a home, prioritize your down payment.

👉 Generally, house prices are staying firm.

👉 Housing affordability is the worst it has ever been on record.

👉 Consider looking for home buying incentives and programs while prioritizing savings.

Kris Venezia, Investment Advisor at Eckman Wealth Management, talks about home prices, rising mortgage rates, and what home buyers should consider. Key takea...

25/08/2023

❗ What you need to know about the Schwab TD Ameritrade merger.❗

Clint Carpenter, Investment Advisor at Eckman Wealth Management, informs listeners on the Schwab TD Ameritrade merger, and details what clients need to do before September 5th.

Key takeaways:

👉 The Schwab TD Ameritrade transition is taking place over Labor Day weekend 2023.
👉 The assets will be transferred to Schwab automatically over Labor Day weekend 2023.
👉 Since most of the transfer processes are automatic, the only thing clients need to do is set up a new login to the Schwab website, which can be done now, or after the transfer is complete on September 5, 2023.
👉 There aren't many notable changes outside of the account numbers and statement branding. As financial advisors, we are looking forward to utilizing the new technology Schwab offers and believe our clients will enjoy the new Schwab client website.

We're always here to help current and prospective clients. Reach out with any questions.

Call Us: +1 888-545-4746
Email Us: [email protected]

Subscribe to our YouTube channel to stay up-to-date with financial news and wealth management.

Clint Carpenter, Investment Advisor at Eckman Wealth Management, informs listeners on the Schwab TD Ameritrade merger, and details what clients need to do be...

14/08/2023

Investment Advisors at Eckman Wealth Management, Clint Carpenter and Kris Venezia, discuss the rise in inflation detailed in the most recent CPI Inflation Report.

Questions Answered in this Video:

Has the US inflation rate went up?

What has led to US inflation going up?

Is the US the only country experiencing inflation?

Investment Advisors at Eckman Wealth Management, Clint Carpenter and Kris Venezia, discusses the rise in inflation detailed in the most recent CPI Inflation ...

09/08/2023

Investment Advisor at Eckman Wealth Management, Kris Venezia, discusses the Fed interest rate hike. Watch the video now to hear some of the surprising benefits that may come from the interest rate hike:

Kris Venezia, Investment Advisor at Eckman Wealth Management, discusses the Fed interest rate hike and the possible effects it may have on consumers. Contact...

02/08/2023

Curious about the latest trends in the labor market and consumer behavior? Join Kris Venezia, Advisor at Eckman Wealth Management, as he dives into the heart of earnings season. From hiring ease to international travel preferences, get insights on what's shaping the market.

Kris Venezia, Financial Advisor at Eckman Wealth Management discusses the US labor market and consumer spending. Summary:Employers are finding it easier to f...

28/07/2023

Financial Advisor at Eckman Wealth Management, Kris Venezia highlights the US labor market and consumer spending trends in our most recent video.

Video Summary:

Employers are finding it easier to fill vacant positions and are seeing a lower turnover rate with new hires.

American Express provides consumer trend data that reveals consumers are spending on experiences with a lean towards international travel.

Microsoft investors' expectations in AI implementation and impact have not yet been met.

Eckman Wealth Management is an independent financial services firm dedicated to aiding clients in reaching their financial goals. We have created this channe...

27/07/2023

https://www.cnbc.com/2023/07/26/how-the-federal-reserves-quarter-point-interest-rate-hike-impacts-you.html

"The average rate on a five-year new car loan is already at 7.2%, the highest in 15 years, according to Edmunds."

Everything from mortgages and credit cards to student and car loans has been affected by the Federal Reserve's rate hike cycle.

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