Blog
Raising Financially Confident Kids: How Early Education Can Shape Their Future
Raising financially confident kids starts long before they ever open their first bank account. It begins in everyday moments when they watch how adults around them talk about money and make decisions. When a child asks why they can’t...
Read MoreCybercrimes & How to Protect Yourself - Virtual Coffee Chat
Join us as we chat with a District Attorney about the rise in cybercrimes and how to protect yourself. Tuesday April 28th at 11am PST. Please RSVP... Tatiana@PlatinumWealth.net or call her at 775-717-0001
Read More📈 A Market Note from Platinum Wealth Management
If the recent headlines out of Iran have you feeling uneasy, you’re not alone. Geopolitical events can absolutely spark short‑term volatility, but history shows they rarely change the long‑term direction of the market.This chart is a...
Read MoreSpring Money Reset: Simple Steps for a Stronger Financial Season
Spring cleaning isn’t just for closets, garages, and overstuffed junk drawers. It’s also the perfect moment to refresh your financial life. A new season brings new energy, and with a little intention, you can use it to clear out...
Read MoreNavigating Volatility
No matter where you look; nationally, internationally, or even within your own community, there is no shortage of disconcerting news.You’ve likely been following the headlines about the military conflict in the Middle East, and we...
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Her Wealth, Her Legacy: Celebrating Women’s Financial Power This Women’s History Month
Women’s History Month always invites reflection and gratitude on the women who came before us, the progress we’ve made, and the work still ahead. But this year, the conversation is especially important. We are standing at the edge of...
Read MoreLove, Partnership, and Building a Healthy Financial Relationship Together
February has a way of pulling our attention toward love. Valentine’s Day is known for roses, chocolates, and heart‑shaped everything. But beneath the surface is a deeper invitation: to reflect on how we love, how we connect, and how we...
Read MoreWays To Organize Your Financial Life for the Rest of 2026
If you’ve ever looked at your financial to‑do list and felt that little wave of overwhelm, you’re not alone. Most people don’t struggle because they’re “bad with money.” They struggle because everything feels like it needs to be done...
Read MoreNew Year, New Trends, and the Missing Link in Wealth
New year, new trends. But financial psychology isn’t a trend, it’s the missing link in how people build, sustain, and emotionally experience wealth. For too long, the financial industry has treated money as a purely rational system, if...
Read MoreMajor 2026 Retirement Changes: Updates You Need to Know
The 2026 numbers in the chart highlight several meaningful shifts across retirement and healthcare programs, including higher contribution limits, updated thresholds that may affect you as either a current or future retirees. These...
Read MoreThe Psychology of Money: Especially During the Holidays
As a wealth advisor, people often ask me why I chose this profession. On the surface, it might look like my work is all about numbers, charts, and tax law. But the truth is, my passion lies in something deeper, the psychology of money....
Read MoreA Season of Gratitude
This Thanksgiving season always reminds me to pause and appreciate the people who make my work so meaningful—you. I’ve been thinking about all the conversations we’ve had and the milestones we’ve celebrated together so far this year....
Read MoreWhat We Learned from the Fed
The Fed did what most expected: it cut interest rates by 0.25%. But beneath that headline, there’s a lot more going on and it’s worth unpacking. First, the basics. The Fed still sees the economy growing at a moderate pace, and...
Read MoreWill the Fed cut rates in September?
Understanding the Fed's likely actions is crucial for financial planning since interest rates affect everything from mortgage costs to bond returns to overall economic growth. These key points may help provide perspective: • Fed Chair...
Read MoreTariffs & The Economy - Virtual Coffee Chat...
Join us as we chat with CNBC Guest Analyst about Tariffs & The Economy. Please RSVP... Guests and/or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.
Read MoreMid-Year Check-In 2025 & What the "One Big Beautiful Bill" Could Mean for You
We’re halfway through 2025, and while the news headlines have been loud... Let’s start with the markets. Despite a rocky start to the year, the S&P 500 is up 6.2%, international developed markets have surged nearly 20%, and bonds have...
Read MoreNEST – Nevada Employee Savings Trust – Senate Bill 305
You may have heard a buzz about Nevada's new NEST program. There are still some uncertainties around the program details, but I hope this sheds a bit more light on what to expect… The Nevada Employee Savings Trust (NEST), established...
Read MoreJune Virtual Coffee Chat
Join us as we chat about Risk management and Risk measurement... June 30th 2pm RSVP to Jennifer@PlatinumWealth.net or 775-717-0001 Risk management and Risk measurement...
Read MoreWhat does the 90-day tariff pause mean for markets?
Today, the White House announced a 90-day pause on reciprocal tariffs for countries that have not retaliated with higher tariffs on U.S. goods. Tariffs will continue at a 10% rate for these countries. There are a few key points to...
Read MoreTariffs & The Economy - Virtual Coffee Chat...
Join us as we chat with CNBC Guest Analyst about Tariffs & The Economy. Please RSVP...
Read MoreReciprocal Tariffs and the Market Reaction
We often hear the phrase, ‘This time, it’s different.’ While the specifics may change, the constants are human behavior and, more importantly, investor behavior. Time and again, emotional reactions cloud judgment, making the statement...
Read MoreTariffs Talk...
Recent news on tariffs has raised concerns about a possible trade war, resulting in a market pullback. While market swings are never pleasant, we believe it’s important to maintain perspective, especially when it comes to your...
Read MoreRecent Barron's Article Featuring Jennifer Rogers Markwell
Barron's Article Featuring Jennifer Rogers Markwell
Read MoreEconomic Insights after the Inauguration
We want to share some perspective on what the recent presidential inauguration means for your investments and financial planning. The short answer is that the majority of people should stay the course with their financial plans. The...
Read MoreDecember 2024 Virtual Coffee Chat
The Election is over, now what??? Join us as we chat with CNBC Guest Analyst about the end of the year 2024, moving ahead into 2025 & the economy... Join us for our December Virtual Coffee Chat. Please RSVP...
Read MoreOctober Financial Foundations Virtual Class
October Financial Foundations virtual class. This four-part series will teach you foundational concepts to increase your knowledge. Think of this as finance 101.
Read MoreSeptember 2024 Virtual Coffee Chat
Please join us for our September 2024 Virtual Coffee Chat as we talk about the stock market & the economy. These "live" virtual events are normally hosted on a bi-monthly basis. Future (and past) topics include updates to Social...
Read MoreSeptember Financial Foundations Virtual Class
We want to invite you to our September Financial Foundations virtual class. This four-part series will teach you basic foundational concepts to increase your knowledge. Think of this as Finance 101. As you know, everyone has their own...
Read MoreFinancial Literacy & More...
We have recently received a lot of questions of what we offer when it comes to financial literacy. We want to meet you where you are on your financial journey. That can mean learning about budgeting, emergency money and even achieving a...
Read MoreComing Soon: Upgraded Account View
Soon you will have access to an upgraded version of Account View, which makes it easy to view and track your investment accounts. You’ll be able to stay connected with your investments and access your information. In addition, this...
Read MoreJennifer Rogers Markwell Named to the LPL Ambassador Council
Jennifer Rogers Markwell, President & Wealth Advisor at Platinum Wealth Management, based in Reno, Nevada, announces that she has been named by LPL Financial as a new member of the LPL Ambassador Council Program. Jennifer is one of 60...
Read MoreMay Financial Foundations Virtual Class
It's that time again! We want to invite you to our May Financial Foundations virtual class. This four-part series will teach you foundational concepts to increase your knowledge. As you know, everyone has their own unique story,...
Read MoreMay 2024 Virtual Coffee Chat
Please join us for our May 2024 Virtual Coffee Chat as we talk about the stock market and the economy...
Read MoreSpringtime & Spring Markets
As we start to enjoy spring, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now. In fact, when the S&P 500 has been up in January and February, it has gained an...
Read MoreApril Financial Foundations Virtual Class
We want to invite you to our April Financial Foundations virtual class. This four-part series will teach you foundational concepts to increase your knowledge. There is no charge for this class. We are honored to provide ongoing...
Read MoreMarch Financial Foundations Virtual Class
It's time for our March Financial Foundations virtual class. We are excited to partner with you as we journey towards making sense of your money! This four-part series will teach you foundational concepts to increase your financial...
Read MoreGoodbye January & Into A Solid Start for 2024...
Stocks are off to a solid start in 2024. January gains are particularly enjoyable because of the old adage from the Stock Trader’s Almanac, “As goes January, so goes the year.” Nearly 75 years of historical data shows...
Read MoreFebruary Financial Foundations Virtual Class
My name is Ilyana Gutierrez, I’m part of the team at Platinum Wealth Management, and I will be leading our February Financial Foundations virtual class. I'm so excited to partner with you as we journey towards making sense of...
Read MoreJan 2024 Virtual Coffee Chat
Happy New Year! Please join us for first Virtual Coffee Chat of 2024 as we talk about the stock market and the economy... RSVP to Jennifer@PlatinumWealth.net Guests and/or their company are not affiliated with and/or endorsed by LPL...
Read MoreJanuary Financial Foundations Virtual Class
My name is Cosey Gibson, Wealth Advisor at Platinum Wealth Management, and I will be leading our January Financial Foundations virtual class. I'm so excited to partner with you as we journey towards making sense of your money! This...
Read More2023 Best in Business
Thanks Northern Nevada Business Weekly & everyone who voted for honoring us with top Financial Planner for Jennifer Rogers Markwell and most philanthropic company (under 30) & small business (under 30) for Platinum Wealth Management.
Read MoreSanta Clause Rally? A November to Remember
Solid gains for both stocks and bonds gave investors a November to remember. As financial markets continue to defy skeptics, I’m reminded of a quote from Warren Buffett’s long-time partner and one of the greatest investors...
Read MorePowell Tries to Calm Markets
Key Takeaways: The Federal Open Market Committee (FOMC) is proceeding carefully, something we highlighted here almost a month ago. Geopolitical tensions post key risks to the outlook, something that could ensure the Federal...
Read MoreVirtual Coffee Chat
Please join us for our upcoming Virtual Coffee Chat as we talk about the stock market and the economy...
Read MoreStaying Invested in a Tricky Market Environment
Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky, as recession...
Read MoreAugust 2023 Virtual Coffee Chat
Please join us for our next Virtual Coffee Chat... This month we will be discussing all things Medicare.
Read MoreMid-Year Outlook: The Path to Stability
Now that we’re beyond the midpoint of the investing year, it’s a great time to look at where we’ve been—to help position for the latter half of the year. Our mid-year outlook does this with in-depth analyses...
Read MoreJuly 2023 Virtual Coffee Chat
Join us for July's Virtual Coffee Chat as we discuss annuities...What are they & how do they work?
Read MoreJune 2023 Virtual Coffee Chat
Join us for June's Virtual Coffee Chat as we discuss Women & Investing...
Read MoreLooking Ahead...
Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of year. Investors saw signs of such renewed hope in recent weeks, especially on...
Read MoreMay 2023 Virtual Coffee Chat
Please join us for our next Virtual Coffee Chat...
Read MoreSVB Collapse
Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail since 2020 and the...
Read MoreMarch 2023 Virtual Coffee Chat
Please join us for this month's Coffee Chat.
Read MoreSECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
Read MoreOctober Market Update/Coffee Chat
Please join us for this month's Coffee Chat. Please RVSP!Russell Investments is not affiliated with or endorsed by LPL Financial and/or Platinum Wealth Management.
Read MoreMarket Update
After the recent hike of 75 basis points the markets remain in a tug of war between inflation and the Federal Reserve's response to it. By the end of 2022, the fed funds rate could be in a range of 4% to 4.25%.When investors believe...
Read MoreSeptember 2022 Virtual Coffee Chat
Please join us for our next Virtual Coffee Chat...
Read MoreNNBW News Article
NNBW News Article...Click below to read article...https://www.nnbw.com/news/2022/jul/22/jennifer-rogers-markwell-be-long-term-investor-voi/
Read MoreKOLO TV ABC News Interview
KOLO TV ABC News InterviewTo watch click link below...https://www.kolotv.com/2022/07/21/protecting-yourself-ahead-possible-recession/
Read MoreAugust 2022 Virtual Coffee Chat
Please join us for our next Coffee Chat!Putnam Investments is not affiliated with or endorsed by LPL Financial and/or Platinum Wealth Management.
Read MoreJuly 2022 Virtual Coffee Chat
Join us for for our July Virtual Coffee Chat. We look forward to seeing you!
Read MoreMarket Perspective
I want to check in with you about the market volitivity. It's been an uncomfortable journey the past six months. I want to share some perspective... A bear market is defined as a -20% drop from the peak. Stocks are...
Read MoreJune 2022 Virtual Coffee Chat
Join us for for our June Virtual Coffee Chat. We look forward to seeing you!
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