Facts and Stats on Bear Markets

One constant of being invested in the financial markets is that the stock market experiences periods of volatility. 2022, as it turns out, is no exception. As of June 13, 2022, the S&P 500 Index officially entered bear market status1. A bear market is when a...

De[fi]ned Family Is Growing

We Are Growing!     When we formed De[fi]ned Wealth Management, it was really a business in the making for over the last 36 years. We’ve had two major goals from the outset: 1. Help clients achieve their [financial independence] and 2. Be the last firm our...

My[fi] & IRS Updates

my[fi] Enhancements In our last post, we (re)introduced our client portal, my[fi]. A quick reminder on the name – When we came up with De[fi]ned Wealth Management, we wanted to highlight the F and the I in our name. Sitting back and thinking about the common thread...