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    Core Wealth Management

    IN YOUR CORNER


    "The terms “stock market” and “economy” are often used interchangeably, but they are not one in the same. Perhaps this has never been more evident than over the past several months. The state of the economy, according to most measures, is bleak, with economic activity contracting, an unemployment rate of more than 10%, and an expected decline in corporate earnings of 45% as compared to a year ago. Yet, the S&P 500 recorded its best quarter in more than two decades. How do we make sense of this? "


    - Jackie Goldstick and Todd Schanel
    Core Wealth Management

    IN YOUR CORNER


    "Successful investors are optimistic about the future but are always prepared for short-term setbacks. That mindset is especially valuable in today’s environment, and we hope it provides some peace of mind that we plan for market downturns before they happen. We remain committed to our investment philosophy and are confident that our approach, coupled with flexibility, ongoing risk management, and diligence will provide the highest likelihood of keeping you on track to reach your long-term goals. "


    - Jackie Goldstick and Todd Schanel
    Investing-Wealth Management-RetirementPlanning-NAPFA-FeeOnly-JupiterFL

    New Money to Invest – Lump Sum or Dollar Cost Average?

    By Jackie Goldstick, CFP®February 12, 2021

    A question we have been asked repeatedly over the last six months has been: what is the best strategy to get into the market with…

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    2020: An Unforgettable Year

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®January 19, 2021

    A global pandemic, a severe and abrupt recession, and civil unrest made 2020 a truly tumultuous and unprecedented year. But perhaps the real story of…

    Read more
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    Best Practices for Year-End 2020

    By Jackie Goldstick, CFP® and A.J. HackettDecember 11, 2020

    As we approach the end of the year, it is prudent to review your situation and make sure that you have taken advantage of all…

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    Rules for Inherited Roth IRAs

    By Todd Schanel, CFA, CPA, CFP® and A.J. HackettNovember 13, 2020

    A Roth IRA is perhaps the most tax-friendly asset that an heir can inherit.  However, the rules regarding distributions can be somewhat complicated. The Q&A…

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    Mortgage Refinance-Financial Advisor-Fee Only-Jupiter FL

    Calculating the Payback Period on a Mortgage Refinance

    By Todd Schanel, CFA, CPA, CFP®October 22, 2020

    As explained in our article on “How to Evaluate a Mortgage Refinance”, the decision to refinance comes down to evaluating the benefit of the interest…

    Read more
    Retirement Planning-Investment Advisor-CFP

    How to Evaluate a Mortgage Refinance

    By Todd Schanel, CFA, CPA, CFP® Jackie Goldstick, CFP® and A.J. HackettOctober 10, 2020

    With interest rates at historic lows, many homeowners are considering refinancing their current mortgage.  But making the decision to refinance or not can be tricky…

    Read more
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    The 2020 Election and Your Investment Portfolio

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®September 22, 2020

    With election time now getting closer, we are inundated with opinions and prognostications about not only who will win but what that victory will mean…

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    A Checklist for Identifying the Right Advisor for You

    By Jackie Goldstick, CFP®August 25, 2020

    Relationship Your advisor’s sole, continuous duty across your entire relationship should be to advance your highest financial interests (even ahead of their own) as a…

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      RECENT POSTS
      • New Money to Invest – Lump Sum or Dollar Cost Average? February 12, 2021
      • 2020: An Unforgettable Year January 19, 2021
      • Best Practices for Year-End 2020 December 11, 2020
      • Rules for Inherited Roth IRAs November 13, 2020
      • Calculating the Payback Period on a Mortgage Refinance October 22, 2020
      • How to Evaluate a Mortgage Refinance October 10, 2020
      WHAT WE’RE READING

      here to financial happiness


      MEET OUR TEAM

      Todd Schanel, CFA
      CPA, CFP®
      Principal and Director
      of Investment
      Advisory Services

      Jackie Goldstick,
      CFP®
      Director of Financial
      Planning Services

      CORE WEALTH MANAGEMENT, INC.

      4600 Military Trail, Suite 215 | Jupiter, FL 33458
      Tel: 561-491-0231 | Fax: 561-624-0726 | Website:www.core-wm.com
      Serving All of Palm Beach County including North Palm Beach, West Palm Beach, Palm Beach Gardens and Jupiter.

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