Todd

Weekly Market Insights: Stocks Stay Cool, Inflation Heats Up

Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report. The Dow Jones Industrial Average slipped 0.80%, while the Standard & Poor’s 500 advanced 0.41%. The Nasdaq Composite index led, tacking on 1.85%. The MSCI EAFE index, which tracks developed overseas stock markets, rose 0.31%.1,2,3 Another Quiet Week The market […]

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How Can You Start Living Your Retirement Dream Now?

As financial advisors, my team and I go well beyond just the numbers when leading and providing oversight and guidance to our clients. That’s because your life is about more than just money. It’s a given that we provide top-notch planning and investment management, but if we’re not also helping to improve our clients’ lives,

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Case Studies: How We’ve Helped Clients

At Calamita Wealth Management, we specialize in providing wealth management solutions to affluent individuals over age 50 and their families. Our financial planning approach goes beyond simply reviewing finances. We take the time to understand each of our client’s lifestyles, goals, and passions so we can ensure their money is helping improve their lives. Here

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How to Maximize Your Wells Fargo Benefits Package

Wells Fargo employs over 27,000 people in the Charlotte area. (1) As a financial advisor in Charlotte—and the husband of a Wells Fargo employee—I’m acutely aware of the company’s employee benefits package and its nuances. In this article, I’ll walk you through some simple ways to optimize your benefits, so you can make sure you’re making

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