YOUR TRUSTED ADVISOR DELIVERING AN UNOBSTRUCTED VIEW

Welcome to the WBAM monthly newsletter. On a monthly basis, we will deliver pertinent financial information to you via email. While the investment markets provide no guarantee, as Accredited Investment Fiduciaries, we are focused on serving your best interests. This one goal guides our recommendation to you. As always please feel free to contact us with any questions or comments. If you feel there is someone who would benefit from our service, please feel free to forward this email or click here to allow us to connect with them.

 

WBAM Monthly Newsletter

December 2024

Will Holiday Spending Outpace Inflation?

The winter holidays are a key time of year for the retail industry.

Would You Be Prepared for an Unplanned Early Retirement?

Most of us would prefer not to think about an unexpected (and unwelcome) early retirement, but it does happen — frequently. Don't be caught off guard.

Home Energy Rebates Could Save You Money

There are two DOE home energy rebates administered by state energy offices that could save you money.

Three Ways to Invest in Yourself

In the midst of the holiday season and giving to others, sometimes you need to invest in yourself.

 

Matthew Wisehaupt, CFP®, CIMA®, AIF®

 

Wisehaupt Bray Asset Management
3399 PGA Blvd, Suite 180, Palm Beach Gardens, FL 33410
(561) 227-5080
wbam@hightoweradvisors.com
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Wisehaupt Bray Asset Management

 

Wisehaupt Bray Asset Management is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through Hightower Securities, LLC and advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Hightower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of Hightower Advisors, LLC or any of its affiliates. Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Wisehaupt Bray Asset Management or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on its behalf.  Hightower Advisors, LLC, does not guarantee the accuracy or safety of any linked site. Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for related questions.

 

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