Divvi Wealth Management

September may have kicked off a new cycle of Federal Reserve rate cuts, with short-term rates continuing to fall. But the changes in longer-term rates have been more unpredictable. What does this mean for you? 💰 Savers, investors, and borrowers could all feel the effects differently. Now is the time to think about how these shifts might impact your financial strategy. #RateCuts #FinancialPlanning #InvestSmart #InterestRates #DivviWealth https://lnkd.in/gQ2MtkNj

Would you like to pay more income tax this year? It might not be as crazy as it sounds. Roth conversions – the process of moving money from a pre-tax retirement account to a tax-free, Roth alternative – can be a powerful retirement income planning and tax planning tool. But it likely means pulling income from the future to the present, along with any associated income tax. Click below to read more! https://lnkd.in/dYeJ5Ybe #rothconversions #taxplanning #retirementplanning

We're thrilled to announce that Divvi has been voted the Favorite Wealth Manager of 2024! This recognition is a testament to our unwavering commitment to providing customized financial services and building strong, lasting relationships with our clients. Thank you to everyone who has supported us on this incredible journey! #DivviWealth #WealthManager #FinancialPlanning #KansasCity

Exciting news at Divvi Wealth Management! 🎉 We’re committed to professional growth and staying ahead of industry trends. Congrats to Matthew Waldman, one of our Managing Partners, for earning the Chartered Retirement Plan Specialist™ (CRPS™) designation! This expertise in retirement plan design and management will greatly benefit our clients. 👏💼 #ProfessionalDevelopment #CRPS #WealthManagement #RetirementPlanning #DivviWealth

Industry Insider News! Eric Blattner, CFA, CFP®, CIMA®, EA💡was recently part of an advisory panel for the dedicated team at SS&C! It was a great opportunity to share how Divvi Wealth Management partners with asset managers to gain diverse market insights and economic perspectives. We explored how these different strategies can influence client investment portfolios, aiming to drive better outcomes for all. Thanks to SS&C for hosting such a productive session! #divviwealth #investment #education

Welcome to Divvi Wealth Management - Modern You, Modern Investing. We take a contemporary approach to help today’s investors navigate their financial present and future. Why ‘Divvi’? We hear that a lot. We wanted a name that felt fresh and modern, not stuffy or old-fashioned. The Divvi brand embodies qualities like: • Confident • Engaging • Modern • Approachable • Elevated • Trusted • Secure We lead with professional sophistication, paired with a warm and approachable vibe. We understand that life moves quickly. Between career and family, there are only so many hours in the day. If investments aren’t your top priority, let them be ours. We’ve got you. 🤝 #wealthmanagement #investing #money #financialplanning #401k #retirement #collegesavings #assetmanagement #investmentmanagement #savings #wealth #kansascity #kc #kcmo #libertymo #leessummitmo #overlandparkks #leawoodks

Honoring those who made the ultimate sacrifice for our freedom. #MemorialDay #RememberAndHonor

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Diving deeper than the S&P 500: Exploring the highs and lows of today's market landscape. 📈 Eric Blattner, CFA, CFP®, CIMA®, EA #InvestmentInsights #MarketTrends2h https://lnkd.in/gQGwNJra

https://lnkd.in/g3Zwkw37 Since 1950 through the end of last week (January 26, 2024), the S&P 500 has closed at the all-time high on 1,464 separate occasions. Last Friday was just the most recent. Is the market saying it’s time to sell?