Covenant Wealth Strategies Blog
Covenant Wealth Strategies Blog

Highlights From August's CPI Report
The Consumer Price Index (CPA) 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
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.

Navigating The Wealth & Values Transfer Conversation
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.

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.

Happy Labor Day!
9/1/23 - Our office will be closed on Monday, September 4th. We will resume normal operations on Tuesday, September 5th.

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

Banks Passed The (Stress) Test With Flying Colors
7/26/23 - The Federal Reserve (Fed) recently released the results of its annual stress test on large banks in the U.S. and all 23 banks tested passed easily.

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.

Our Office Will Be Closed On Tuesday, July 4th
7/3/23 - On behalf of our Covenant Wealth Strategies' team, we would like to wish you and your family a safe and happy 4th of July!

Covenant Celebrates Welcoming Dave Walker To Our Team!
6/22/23 - Dave's ambitions include helping others build and commit to a life and legacy of significance so that their good will have a multigenerational impact.

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.

Timely & Relevant News: FOMC Recap
6/16/23 - As expected, the Federal Open Market Committee (FOMC) kept rates unchanged at its recent meeting but communicated a hawkish bias towards future interest rate decisions.

Our Office & The Markets Will Be Closed In Observation Of Juneteenth
6/15/23 - Juneteenth is a celebration of freedom, marking the day when slavery was constitutionally abolished in the United States.