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M3 Wealth Advisors

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When the Market Gets Bumpy, Stay the Course and Know Your Risk Tolerance

When the Market Gets Bumpy, Stay the Course and Know Your Risk Tolerance

Posted on April 4, 2025 by Anna Scionti
Hot off the heels of back-to-back 20%+ yearly gains between 2023 and 2024, the S&P 500 has kicked off 2025 with the worst quarter since...
Key Takeaways From the Fed’s March Meeting

Key Takeaways From the Fed’s March Meeting

Posted on March 28, 2025 by Anna Scionti
As the Federal Reserve attempts to navigate through the fog of a trade war, Jerome Powell recently announced the latest decision to stay put as...
How M3’s Personalized Indexing Offers Tax Loss Harvesting Opportunities to Investors Riding Out a Volatile Market

How M3’s Personalized Indexing Offers Tax Loss Harvesting Opportunities to Investors Riding Out a Volatile Market

Posted on March 8, 2025March 11, 2025 by Mark Scionti
To say that the S&P 500 has had a rocky start to 2025 would be an understatement.  The market has whipsawed around year to date,...
How to Set an Allocation Based on Your Risk Tolerance and Cash Flow

How to Set an Allocation Based on Your Risk Tolerance and Cash Flow

Posted on February 9, 2025 by Anna Scionti
2024 was a banner year for the stock market. The S&P 500 ended 2024 with a 23.3% gain, following a 24.2% gain in 2023. If...
As Trump Takes Office, the Bond Market Displays Headwinds for the Economy

As Trump Takes Office, the Bond Market Displays Headwinds for the Economy

Posted on January 22, 2025 by Anna Scionti
As of January 20th, a new administration has taken effect, along with immediate changes to the policies and priorities of the federal government. President Trump’s...
The Case for Passive Investing over Active Management

The Case for Passive Investing over Active Management

Posted on January 7, 2025January 15, 2025 by Anna Scionti
Active managers try to sell investors on their superior knowledge, skill, and experience, but they often neglect to mention that over the long term, active...
End of Year Financial Essentials: 4 Things to Prioritize

End of Year Financial Essentials: 4 Things to Prioritize

Posted on December 8, 2024January 9, 2025 by Mark Scionti
As the year winds down and holiday celebrations pick up, we understand if your mind drifts away from your financial plan to bright lights and...
The Who, What, and When of the Corporate Transparency Act

The Who, What, and When of the Corporate Transparency Act

Posted on May 31, 2024January 9, 2025 by Mark Scionti
What new reporting is the U.S. Government now requiring? The Corporate Transparency Act (CTA), effective January 1, 2024, is U.S. government-instituted legislation that requires many...

2021 Tax Proposals and Estate Planning Opportunities

Posted on June 15, 2021July 3, 2021 by Mark Scionti
The remaining half of 2021 may be the last opportunity to do effective Wealth Transfer and Estate planning The Wealthy are under attack: Historic Government...
Personal Finance Lessons from COVID-19

Personal Finance Lessons from COVID-19

Posted on April 25, 2020January 9, 2025 by Mark Scionti
These are turbulent times, arguably the most uncertain since at least the Great Recession. At M3, however, we’re always focused on investing with a long-term...

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