Covenant Wealth Strategies Blog

9/9/25 - Back by popular demand, Meera Pandit, CFA®, Executive Director & Global Market Strategist from the J.P. Morgan Asset Management, shared timely updates on the current economic landscape, including tax changes, tariffs, inflation, and trends taking place in the markets and economy.

We are pleased to announce that we have officially opened our 2nd location in our new office in Ocean City, NJ! 

As a Client Concierge, Simon will be primarily supporting our advisors in client strategy sessions and with financial planning. His goal is to continue learning and to grow into a financial advisor role in Ocean City, NJ with Covenant Wealth Strategies.

Recent federal legislation established a new program that will provide eligible children with a $1,000 government-funded savings account. 

The intersection of tax incentives, business growth, and long-term planning presents an opportunity—and a challenge to get the timing and structure right.

7/18/25 - After weeks of climbing to new highs, the markets recently took a breath as investors digested a fresh round of second-quarter earnings and a shift in inflation data.

7/11/25 - The new tax law introduces sweeping changes to the current tax code, including adjustments to deductions, credits, and income thresholds that will impact individuals, families, retirees, and business owners. The law will have immediate and significant implications for financial planning.

Cybersecurity researchers recently uncovered a large collection of login credentials (over 16 billion) compiled from various past data breaches and malware events. 

In times like these, when geopolitical headlines create uncertainty, it's helpful to revisit the historical perspective that has long guided disciplined investors. These events often trigger short-term volatility and shake investor confidence.

It is inevitable that at some point in the future, the ownership of your business will change - either by choice or by force. Without a clear plan for the future, business owners risk leaving significant value on the table.

Investor behavior has been the focus of many studies in attempt to explain the regret or overreaction that buyers and sellers often experience when it comes to money. It is no surprise that money choices can be emotional. We encourage you to watch our webinar, Protect Yourself From Yourself.

5/15/25 - This surprising shift comes at a time when many were bracing for upward pressure from tariff-related policy changes. Despite those headwinds, the broader inflation picture is showing signs of stabilization.

5/13/25 - The annual ranking spotlights the nation’s top-performing advisors.

The CEPA® designation further enhances our firm’s commitment to helping business owners and entrepreneurs plan for their future with confidence and clarity.

Our Spectrum of Services provides a detailed blueprint of our core offerings that we can bring to our relationship with you. We aim to educate, review, analyze and provide professional guidance tailored to your individual financial planning and wealth management needs.

Market swings like the one we’ve seen recently can be unsettling, and you’re not alone feeling that way. When it comes to investing, context is everything, and your time horizon is one of the most important factors to consider.

4/2/25 - Global stocks tumbled following the announcement of the steepest U.S. tariffs in a century.

3/20/25 - Did you know that approximately 50% of privately owned businesses fail because of unintended consequences?

3/18/25 - An estate plan ensures your wishes are carried out. Having an estate plan can proactively help avoid future problems for your family.

3/12/25 - As a result of the significant developments over the last several days, we are currently taking a more conservative posture in our actively managed models.

3/7/25 - We are reaching out to our clients and community in light of the recent market volatility with a message.

The CEPA® designation is a highly regarded certification in the field of exit planning. It is designed for financial advisors, CPAs, attorneys, and other professionals who assist business owners in preparing for and executing successful transitions. 

As a Client Concierge, Ella will be primarily supporting our advisors in client strategy sessions and with financial planning. Her goal is to continue learning and to grow into a financial advisor role with Covenant Wealth Strategies.

Did you know that billions of dollars are left behind in forgotten 401(k) accounts every year? 

Now that tax season is here, many households have begun the process of gathering important documents. This time of year is an excellent opportunity to go beyond routine paperwork and take proactive steps to prepare for the unexpected.

The AIF^® is a distinguished designation in the financial services industry.

We've compiled a number of relevant Medicare resources on one page to outline the significant changes to Medicare this year and to help you understand your options.

The Social Security Administration (SSA) has created a new login portal this year for users to access their online information.

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.