September Client Letter

September Client Letter

Dear Valued Client, September 8, 2022 Volatility continues As we enter September, markets continue to deal with inflation, interest rates, and the Ukraine conflict. As we have seen throughout 2022, investors debated whether the Fed would be able to control inflation...
July Client Letter

July Client Letter

Dear Valued Client, During the pandemic in 2020 and 2021, the world and markets had to adjust to a new landscape. We yearned for a return to normal. While the reopening has continued in 2022, it has had a different set of problems and has been both difficult and...
Supporting a Cause You Love

Supporting a Cause You Love

As you’re gathering your 2021 documents you may be reflecting on the past year and wishing you had made a tax plan. In 2022, you may be looking for a way to make a big difference. If you are 70 ½ or older, an IRA Qualified Charitable Distribution is a way you...
Investing With A Purpose

Investing With A Purpose

In this video, Astyr Wealth advisors will discuss value-based investing. Viewers will learn how to identify their most important values, why their values are crucial to the financial planning process, and how to incorporate these values into their personal life and...
September 2021 Client Communication

September 2021 Client Communication

2021 Tax Proposals Tax Cuts and Jobs Act Sunset Provisions As the Tax Cuts and Jobs Act of 2017 (TCJA) sunset provisions (generally 12/31/2025) get closer every day, many tax and fiscal issues remain uncertain. Today, it appears that tax legislation may be in the...
Understanding the Meme Stock Mania

Understanding the Meme Stock Mania

Understanding the Meme Stock Mania  Key Takeaways ▪ Meme stock frenzy has once again taken hold of investors in 2021. ▪ While meme stocks have generated supersized returns, it has done so with supersized risk as well. ▪ Despite the sharp rise and possible eventual...