Covenant Wealth Strategies Blog

10 Tips to Help Keep Your Brain Healthy as You Age

10 Tips to Help Keep Your Brain Healthy as You Age

Marc Milstein, a neuroscience researcher, provides insights on how we can keep our brains healthy as we age.

Earnings Season, Market Volatility & Inflation Data

Earnings Season, Market Volatility & Inflation Data

4/12/24 - First quarter earnings season kicks off this week and has the potential to move the market.

Video Replay & Resources - Helping Families Successfully Transfer Wealth

Video Replay & Resources - Helping Families Successfully Transfer Wealth

3/28/24 - The unfortunate reality is that the majority of wealth transfers tend to fail. We encourage you to watch the video replay and refer to the resources further below from our recent event to become familiar with the planning steps you can take to help avoid these common and costly mistakes.

How Do Investments Perform When The Fed Starts Cutting Rates?

How Do Investments Perform When The Fed Starts Cutting Rates?

3/19/24 - The range of historical returns is wide for stocks and bonds, and both have tended to do well when the Fed has started cutting rates.

Stone Barn Times, Issue 1 - 2024

Stone Barn Times, Issue 1 - 2024

3/15/24 - We are excited to share Issue 1 of our 2024 Stone Barn Times, highlighting team news, information from past events, along with upcoming events and more

Best Practices For A Successful Transition Between Generations

Best Practices For A Successful Transition Between Generations

Passing on wealth is not just about getting financial assets to the next generation. It’s also about passing on what you think is important and avoiding damage to your heir's relationships with each other. 

The S&P 500 Hits New Record Highs

The S&P 500 Hits New Record Highs

2/16/24 - The stock market experienced solid gains last week, concluding the trading week on a positive note.

Happy Presidents' Day!

Happy Presidents' Day!

Our office and the markets will be closed on Monday, February 19th in observation of President’s Day.

10 Things You Should Know About A Bull Market

10 Things You Should Know About A Bull Market

Like sunshine after rain, up markets have always followed down markets. Here’s what you need to know about rising "bull" markets.

Answers to Important Market Questions

Answers to Important Market Questions

Education and financial literacy are core elements to our culture at Covenant Wealth Strategies. In the complex world of financial markets, there exists a constant need for clarity, understanding and education.

Elevate Your Financial Plan With Tax Strategies

Elevate Your Financial Plan With Tax Strategies

The incorporation of strategic tax planning is a fundamental element to a solid comprehensive financial plan. 

Tips For Protecting Yourself From Scams During The Holiday Season

Tips For Protecting Yourself From Scams During The Holiday Season

The holiday season is a busy time of the year, meant to be filled with family, gifting, and celebrating. Unfortunately, in the midst of all the fun holiday events lures a large threat, holiday scams.

Tips For Protecting Yourself From Scams During The Holiday Season

Tips For Protecting Yourself From Scams During The Holiday Season

The holiday season is a busy time of the year, meant to be filled with family, gifting, and celebrating. However, amidst all the fun holiday events lures a large threat, holiday scams.

What A Difference 6 Weeks Makes!

What A Difference 6 Weeks Makes!

12/15/23 - Do you remember when just about 6 weeks ago at the end of October, markets hit lows for the year? Well now, investors have something to cheer about as the Dow just hit new all-time highs of over 37,000 points on December 13th

The Benefits Of Working With An AIF® Designee

The Benefits Of Working With An AIF® Designee

Not all financial planners are the same, including when it comes to providing fiduciary services.

Changes To The Standard Deduction In 2024

Changes To The Standard Deduction In 2024

For those who are charitably inclined, it is important to take into consideration the increased dollar amounts for the standard deduction in 2024.

Ward Keever Recognized In Fortune Magazine!

Ward Keever Recognized In Fortune Magazine!

We are excited to announce that G. Ward Keever IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA,® President and CEO of Covenant Wealth Strategies has recently made an appearance in Fortune Magazine and been recognized by the Five Star Program as one of Delaware’s Five Star Wealth Managers.

Navigating The Wealth & Values Transfer Conversation

Navigating The Wealth & Values Transfer Conversation

11/20/23 - Having conversations with the next generation about wealth transfer and leaving a legacy is a complex and sensitive endeavor. Each family is unique, and there's no one-size-fits-all approach to legacy planning. These discussions can profoundly impact your family's financial future and the values you hold dear.

Social Security Video Replay & Resources

Social Security Video Replay & Resources

Social Security is an important topic to consider when doing retirement planning and we want to help you see the big picture.

Planning For 2024: Retirement Plan & HSA Contribution Limits

Planning For 2024: Retirement Plan & HSA Contribution Limits

As the upcoming new year approaches, it provides a good reason to consider the new contribution limits for retirement plans and health savings accounts (HSAs) in 2024.

<h2 data-section-id="297" data-box-id="1" data-box-type="title">Finding Opportunity Amidst Volatility</h2><br/>

Finding Opportunity Amidst Volatility


11/2/23 - We think suitable investors may want to consider "buy the dip" opportunities as they arise. Based on the decision of the Fed to pause rate hikes, combined with strong valuations, we see the potential for a year-end rally.

Understanding Social Security

Understanding Social Security

10/31/23 - Deciding when to begin collecting Social Security is an important decision. Therefore, you want to make an informed and educated choice.

Maximizing Your Employee Benefits

Maximizing Your Employee Benefits

10/26/23 - As open enrollment season approaches, many employees are faced with the annual task of selecting their employee benefits. This process can be overwhelming, with numerous options to consider and important financial decisions to make.

Cybersecurity Awareness - Video &#38; Resources

Cybersecurity Awareness - Video & Resources

10/24/23 - We welcome you to watch the video replay from our cybersecurity event to assist you with protecting your personal and confidential information.

Staying Safe Online &#8211; Best Practices

Staying Safe Online – Best Practices

10/11/23 - Cyber criminals are constantly looking for new ways to attempt to gather important personal and financial information. Practicing good security habits and being aware of threats may help lessen the odds of becoming a victim.

October is National Cybersecurity Awareness Month&#160;

October is National Cybersecurity Awareness Month 

10/3/23 - In an increasingly interconnected world, the importance of cybersecurity cannot be overstated. Each day, we entrust our personal and sensitive information to the vast expanse of the internet, making it vital to safeguard our data from potential threats.

Highlights From August's CPI Report

Highlights From August's CPI Report

9/26/23 - The Consumer Price Index (CPI) data revealed that inflation increased month-over-month from July 2023 to August 2023.  It is worth noting that current inflation levels are far less now compared to earlier this year and last year at this time.

Government Shutdowns Are Historically Non-Events For Stocks

Government Shutdowns Are Historically Non-Events For Stocks

9/22/23 - While history has shown the stock market can weather such events, it remains to be determined if other secondary impacts will be felt.

How To Maximize Your HSA Contributions

How To Maximize Your HSA Contributions

9/15/23 - Health Savings Accounts (HSAs) are an increasingly popular tax-favored benefit for employees and their families. If you’re considering opening an HSA or already have one, here are a few ways that you can maximize the benefit of an HSA.

The Importance Of Financial Planning For Future Generations

The Importance Of Financial Planning For Future Generations

8/29/23 - Just like any other skill, financial planning is best learned early in life.

G. Ward Keever, IV Among Select Presenters At The LPL Financial Focus Conference

G. Ward Keever, IV Among Select Presenters At The LPL Financial Focus Conference

8/1/23 - Focus is one of the industry’s most premier events and the largest annual conference hosted by LPL.

Timely &#38; Relevant News: Inflation Continues To Deflate

Timely & Relevant News: Inflation Continues To Deflate

7/18/23 - June's recent inflation report came in below economists’ consensus forecasts for both headline and core, which sent stocks higher after the announcement. Investors were quite pleased with the report. 

Hear Our Clients Share Their Life Changing Testimonials&#160;

Hear Our Clients Share Their Life Changing Testimonials 

6/21/23 - Their stories are truly inspiring and a testament to the unwavering dedication, proactive concierge service and genuine care that our team at Covenant Wealth Strategies provides.