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Independent Financial Advisor Monthly Newsletter

APRIL 2025 NEWSLETTER

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Jeff Martin
inflation tracker
Inflation and Your Wallet: How to Combat Rising Prices

Inflation is the rate at which the cost of goods and services rises. Inflation is measured by the consumer price index (CPI), which monitors the average prices of goods and services across categories like food, vehicles, apparel, and healthcare services.

inherited IRA

Inherited Accounts, RMDs, and The Ten-Year Rule: What Beneficiaries Need to Know

Understanding the guidelines surrounding Required Minimum Distributions (RMDs) becomes crucial as we navigate the complexities of personal finance and retirement planning.

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tariff rubber stamp

Tariffs and Portfolios: A Primer for Investors

Tariffs are pivotal in shaping domestic and global trade policies and economic events. Implementing tariffs may impact countries, manufacturers, businesses, and investors alike.

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Social security magnify

The Sustainability of Social Security: Cause for Concern?

Social Security, established in 1935, provides financial benefits to the elderly, disabled, and disadvantaged groups. However, there are concerns regarding its sustainability.

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Investment advisory services are offered through Wealth Watch Advisors, an SEC-registered investment advisor. Neither Wealth Watch Advisors or J. Martin Wealth Management, LLC are endorsed by the Social Security Administration or any other governmental organization. Note, registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy. Wealth Watch Advisors and J. Martin Wealth Management, LLC are independent of one another.

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