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    Core Wealth Management Quarterly Market Update – 3Q 2022

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®October 21, 2022

    As the market accepted the reality of higher interest rates, a likely recession, and heightened uncertainty, both equity and bond markets continued their decline. Below…

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    Market Landscape – Q2 2022

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®August 8, 2022

    With inflation and recession fears dominating headlines, both stocks and bonds continued their fall in the second quarter of 2022. At times, it useful to…

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    The Long Term Outlook for Inflation Core Wealth Management Abacoa Jupiter Florida

    The Long-Term Outlook for Inflation

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®April 21, 2022

    Earlier this month, the U.S. Bureau of Labor Statistics announced that the Consumer Price Index (CPI) for All Urban Consumers had risen 8.5% for the…

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    market projections financial planning wealth management nafta fee only Jupiter FL

    US Stocks Continued to Dominate in 2021, but What Does That Mean for the Future?

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®January 20, 2022

    As the global pandemic extended into 2021, the markets continued the remarkable run that began the third week of March 2020. Since that time, US…

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    Homestead Exemption Financial Advisor CFP Jupiter FL

    Florida Homestead Exemption

    By Jackie Goldstick, CFP®November 17, 2021

    Florida residents can file for a homestead exemption on their primary residence as a means to reduce property taxes. What is the Florida Homestead Exemption?…

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    investing-retirement planning-wealth management-financial advisor

    Investing versus Speculating

    By Todd Schanel, CFA, CPA, CFP®October 18, 2021

    When it comes to determining how to allocate your savings, what is the difference between investing and speculating? Investing is characterized by: Productive capacity: An…

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    Social Security Benefits Retirement Planning Financial Advisor Jupiter FL

    Social Security Update

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®September 21, 2021

    On August 31, 2021, the Social Security Board of Trustees released its annual report, which included the latest projection for the Old-Age and Survivors Insurance…

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    Inflation-Deflation-Financial Advisor-Retirement Planning-CFP

    What To Do About the Coming Inflation (or Deflation)

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®July 20, 2021

    The annual change in the Consumer Price Index “CPI” exceeded more than 5% for the second month in a row, raising concern that we may…

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      CORE WEALTH MANAGEMENT, INC.

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