Blog
March 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 MoreShow All
2023 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 MoreAugust 2023 Virtual Coffee Chat
Please join us for our next Virtual Coffee Chat... This month we will be discussing all things Medicare.
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 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 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 MoreJune 2023 Virtual Coffee Chat
Join us for June's Virtual Coffee Chat as we discuss Women & Investing...
Read MoreMay 2023 Virtual Coffee Chat
Please join us for our next Virtual Coffee Chat...
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 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 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 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 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!
Read More