All - 49 Financial

- March 11, 2024

We’re Great Place to Work Certified!

We’re thrilled to announce that 49 has been certified as a Great Place to Work again, going on 4 years of being certified! It means

- February 29, 2024

Why Financial Peaks Do Not Necessarily Lead to Financial Cliffs

This past week (January 22nd) the S&P 500 reached an all-time high. At the close of the day, the S&P closed higher than the

- February 8, 2024

Our Head of Generosity Shares Tax-Saving Strategies for Nonprofits and their Donors

In the spirit of giving back and empowering nonprofits and donors alike, we are thrilled to announce that our Head of Generosity, Justin Lopez,

- January 11, 2024

The 2023 Financial Roller Coaster

If you have teenagers, you have undoubtedly experienced the joy of a roller coaster ride. If you are anything like me, the actual joy

- December 12, 2023

The Shadow of Comparison: How Comparison Diminishes Generosity

In the age of social media, where curated snapshots of seemingly perfect lives are a click away, the human tendency to compare ourselves to

- November 14, 2023

Rounding Out Financial Stewardship with Generosity Planning

Financial planners should help clients steward their resources, which means preserving and increasing their assets, as well as giving them away. This is a

- November 2, 2023

Q3 Market Review: A Long-Term Lens on Short-Term Events

Another quarter has come to an end as we head to finish out the rest of 2023. As always, we review the market changes

- October 19, 2023

Introducing the 49 Financial Generosity Team

Hello! I’m thrilled to introduce you to the 49 Financial Generosity Team, an essential department within 49 Financial, a financial planning firm headquartered in

- September 29, 2023

Essential Retirement Considerations: Answering the Key Questions for a Secure Future

Recently, someone asked me what questions I hear most from people getting ready to retire. I recited the usual list of concerns that I

- August 28, 2023

Strategic Planning for Long-Term Success in the Face of Short-Term Market Changes

As part of our quarterly review, we analyze the market changes that occurred, understanding that during this period, there may be both positive and

Certain appropriately licensed individuals are registered to offer Investment Advisory Services through 49 Wealth Management, LLC (“49WM”), an SEC Registered Investment Adviser. 49WM does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel.

This site is published for residents of the United States only. Investment Advisor Representatives of 49WM may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the 49WM Compliance Department at (512)241-7341.

These materials have been independently produced by 49 Financial. 49 Financial is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. 49 Financial provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

SMS consent and phone number will not be shared with third parties.

49 Financial Form CRS | 49 Financial Privacy Policy