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Covenant Wealth Strategies' News

Omicron Variant & Market Update

Omicron Variant & Market Update

Omicron - the new COVID-19 variant, which apparently originated in South Africa was named as a ‘variant of concern" by the WHO last Friday.

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Thankful and Grateful

Thankful and Grateful

Perhaps this year, more than ever, Thanksgiving gives us an opportunity to appreciate what we have – family, friendships and a sense of connection. 

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Gratitude and Your Finances

Gratitude and Your Finances

It’s that time of year where many people begin thinking about everything they have to be thankful for.

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Year-End Deadlines and Reminders

Year-End Deadlines and Reminders

For those who are charitably inclined and/or are subject to Required Minimum Distributions (RMD), it is important to note that the year-end deadline is just around the corner. 

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Timely and Relevant News: Year-End Roth IRA Planning Strategies

Timely and Relevant News: Year-End Roth IRA Planning Strategies

Proposed tax law changes and possible elimination of backdoor and "mega/jumbo" backdoor Roth contributions could be another reason to consider executing on these strategies sooner rather than later.

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Timely and Relevant News: Bullish Setup Into Year-End

Timely and Relevant News: Bullish Setup Into Year-End

The S&P 500 Index has gained more than 20% so far this year - making more than 50 record highs along the way.

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Social Security Sees Its Largest Increase In 40 Years

Social Security Sees Its Largest Increase In 40 Years

The Social Security Administration recently announced that the cost-of-living adjustment (COLA) will be 5.9% in 2022.

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Roadmap To Medicare

Roadmap To Medicare

Medicare open enrollment this year is from October 15 - December 7, 2021. 

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Timely and Relevant News: The Most Important Chart

Timely and Relevant News: The Most Important Chart

The calendar turned to October and volatility instantly picked up in a big way - with three consecutive 1% moves for the S&P 500 Index to start the month. 

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Could There Be An October Crash?

Could There Be An October Crash?

October has long been a source of anxiety for stock investors.

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Protecting Your Financial Information

Protecting Your Financial Information

The financial services industry is seeing a massive increase in fraudsters, scammers and criminals trying to take advantage of investors. 

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Stocks Do Just Fine During Government Shutdowns

Stocks Do Just Fine During Government Shutdowns

With the discussions in Washington heating up, we’ve heard more in the media about a potential government shutdown later this year.

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Are You Familiar With The Common Types Of Investments?

Are You Familiar With The Common Types Of Investments?

First-time investors often find the process intimidating and let's be honest - even those with an extensive portfolio may still not quite understand  all the complexities. 

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Federal Reserve Meeting Recap

Federal Reserve Meeting Recap

The Federal Reserve (Fed) ended its two-day Federal Open Market Committee (FOMC) meeting last Wednesday (9/22).

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Timely and Relevant News: Why Evergrande Isn't The Next Lehman Brothers

Timely and Relevant News: Why Evergrande Isn't The Next Lehman Brothers

Chinese property developer Evergrande’s liquidity crisis has sparked fear and massive selling in Chinese property stocks over the past several weeks. 

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Timely and Relevant News: Our Market Outlook Remains Optimistic

Timely and Relevant News: Our Market Outlook Remains Optimistic

Business sentiment on Main Street has declined in recent months as the economy navigates the latest wave of COVID-19. Nevertheless, sentiment remains elevated as business leaders look past current obstacles. 

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Covenant Celebrates Adding Two New Virtual LPL Assistants!

Covenant Celebrates Adding Two New Virtual LPL Assistants!

As part of our commitment to delivering proactive concierge service to our clients, Covenant Wealth Strategies is pleased to share that we have added two new Virtual Assistants from LPL Financial to support our continued growth.

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Timely and Relevant News: Welcome to August!

Timely and Relevant News: Welcome to August!

Stocks gained again in July, with the S&P 500 Index now up six months in a row! We've highlighted a few data points and reminders to keep in mind for the month of August.

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Covenant Celebrates Adding A New Team Member!

Covenant Celebrates Adding A New Team Member!

Please welcome Dan Crisona who joins us as a Client Concierge! 

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Timely and Relevant News: Shortest Recession Ever is Over!

Timely and Relevant News: Shortest Recession Ever is Over!

The National Bureau of Economic Research (NBER) recently announced that the COVID-19 recession is over.

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Timely and Relevant News: Economic Lessons on Inflation

Timely and Relevant News: Economic Lessons on Inflation

U.S. consumer prices rose in June 2021 at the fastest pace since August 2008.

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Mid-Year Outlook 2021: Picking Up Speed

Mid-Year Outlook 2021: Picking Up Speed

While the speed can be exhilarating as economic growth accelerates, it can also be dangerous. Read more in our latest Mid-Year Outlook: 2021: Picking Up Speed and join us for our upcoming event on 8/12!

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Child Tax Credit Advances

Child Tax Credit Advances

The IRS recently announced additional details and changes to the Child Tax Credit (CTC), outlined in the American Rescue Plan. We've included several key highlights in our communication.

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Our Office Will Be Closed On Monday, July 5th

Our Office Will Be Closed On Monday, July 5th

Our office and the markets will be closed on Monday, July 5th

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