Imagine This… You’re out on a morning run.The weather’s perfect. You’re feeling great. Then suddenly—a car hits you. You survive. Bruised. A little banged up. But okay. That’s exactly what happened to Jagdish Whitten, a 25-year-old from San Francisco in July 2023.Rather than risk a costly ambulance ride, he had

Is the U.S. Economy on the Edge? Jeffrey Gundlach—often dubbed the “Bond King” and one of the most closely followed macro thinkers in finance—just made headlines with a bold prediction: “There’s a 60% chance the U.S. enters a recession in 2025.” This isn’t a passing comment.It comes from a detailed

Maximize Tax-Advantaged Accounts Tax-Loss Harvesting Review your investment portfolio and consider selling underperforming assets to realize losses that can offset capital gains and reduce taxable income. This can help lower your overall tax liability. Charitable Giving Strategies Estate and Gift Tax Planning Roth Conversion Evaluate converting traditional IRA assets to

As your trusted financial advisor, we are committed to helping you make the most informed decisions for your retirement. Today, we would like to delve deeper into the topic of delaying your Social Security benefits until age 70. By implementing the following strategies, you can significantly enhance your monthly benefits

We are thrilled to share exciting news in the world of investing – Charles Schwab and TD Ameritrade, two prominent financial institutions dedicated to providing exceptional services, are joining forces to create an industry powerhouse! This merger marks a significant development that promises to revolutionize the investing landscape and enhance

In today’s rapidly evolving economic landscape, staying informed and adaptable is essential to safeguarding your wealth and ensuring a prosperous future. In this blog post, I’ll delve deeper into the economic and stock market risks we face, the strategic portfolio changes we’re making to protect your investments, and valuable estate

In the ever-evolving landscape of economics, it’s essential to remain ahead of the curve. We’re excited to continue our journey through the insights presented in our recent email campaign titled “Navigating the Shifting Economy for Financial Success.” Economic and Stock Market Risks The winds of change are sweeping across the

In the ever-changing world of finance, the path to financial success is not only about making the right choices but also staying informed and adaptable in the face of shifting economic landscapes. As your dedicated wealth advisor, we are excited to unveil a wealth of insights that have the potential

As financial markets evolve and economic conditions fluctuate, staying ahead of the curve is essential for ensuring that your investments continue to thrive. At Lion’s Wealth Management, we are committed to keeping you informed and implementing innovative strategies to help you achieve higher potential returns. In this blog post, we’ll