Resources

It’s been said that knowledge is power. Our goal is to equip you with empowering resources as we work together.

Abundance TV

September 2022 Economic Outlook & Positioning

Martin Wildy, CFA, and Ryan Ohlson, MBA, discuss the economic outlook and positioning for September 2022. Martin shares his perspective on the likelihood that The Fed will continue to raise interest rates to combat inflation. They also touch on key economic indicators, the stability of US markets compared to Global markets, the energy crisis, the ... September 2022 Economic Outlook & Positioning

August 2022 Economic Outlook & Positioning

Martin Wildy, CFA and Ryan Ohlson, MBA discuss the economic outlook and positioning for August 2022. After a considerable market rebound in July they discuss the contributing factors, what could derail market progress, the Inflation Reduction Act, the corporate buy back tax, The FED as well as historical precedence for low investor sentiment.

July 2022 Economic Outlook & Positioning

Martin Wildy, CFA and Ryan Ohlson, MBA discuss the economic outlook and positioning for July 2022. Along with notable changes since last month’s report they discuss recession indicators, consumer sentiment, the recent crypto fallout, inflation, Venture Capital, the strength of the U.S. Dollar, and what we’re hoping to see from various industry reports.

June 2022 Economic Outlook & Positioning

Martin Wildy, CFA and Julia Kocher discuss the economic outlook and positioning for June 2022.

Market Intelligence

August 2022 Market Intelligence Report

 Markets marched expeditiously higher in July as investor optimism increased on signs that inflation may be softening.  The S&P 500 index (large-cap US companies) increased more than 9%, the best monthly return since 2020[1].  Inflation has been at the center of concern for most of the year, particularly its potential degrading impact on household optimism and spending.  Additionally, investors are concerned that high headline inflation may force the US Federal Reserve to continue to raise interest rates aggressively in order to dampen demand for goods and services in an effort to control rising costs [1] Source: YCharts

Library Selections

Captive Insurance Companies

Would you like to insure your own risk while keeping the profits that would go to a commercial insurance company? 

Disability Insurance for Medical Residents

One constant piece of advice given to medical residents is “you must get disability insurance as a Resident” but nobody ever articulates WHY it is so important or HOW to make decisions on the myriad options and choices that go along with a policy. 

Fiduciary Standards

A great deal of discussion has taken place around fiduciary duty and the various duties which investment professionals are required to uphold. As an investment advisor, Abundance owes its clients a duty of fiduciary care. Where a conflict of interest exists, we will work to minimize it, and will disclose when conflicts are present.

Lost Loved Ones: Your Roadmap

After the loss of a loved one, balancing emotional stress and well-being with important decision making can seem overwhelming. We are here to help guide you through this transitional process. 

Private Real Estate Investment

Do you know how to invest in real estate individually or participate in real estate investment opportunities? 

Retirement Plans for Small Business

Have you caught yourself asking “what can I do to lower the amount of money that I hand over to the government each year?” There are a number of planning opportunities that exist, but none of which are as attractive as having lower tax rates. 

Firm Resources

2022 AWC Client Disclosures Package – February

Abundance provides private wealth management services in a family office setting to its clients on an ongoing basis.

2022 AWC Form CRS- UL February

Client Relationship Summary, containing important information about your Wealth Counselors