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Thursday, March 28, 2024

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...

Thursday, March 28, 2024

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...

Tuesday, February 27, 2024

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...

Thursday, February 8, 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...

Friday, January 26, 2024

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...

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Monday, January 22, 2024

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...

Thursday, December 28, 2023

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...

Friday, December 8, 2023

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.

Wednesday, December 6, 2023

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...

Friday, October 20, 2023

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...

Tuesday, September 26, 2023

Please join us for our upcoming Virtual Coffee Chat as we talk about the stock market and the economy...

Friday, August 11, 2023

Please join us for our next Virtual Coffee Chat... This month we will be discussing all things Medicare.

Friday, August 11, 2023

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...

Friday, July 14, 2023

Join us for July's Virtual Coffee Chat as we discuss annuities...What are they & how do they work?

Friday, July 14, 2023

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...

Friday, June 16, 2023

Join us for June's Virtual Coffee Chat as we discuss Women & Investing...

Thursday, May 4, 2023

Please join us for our next Virtual Coffee Chat...

Thursday, May 4, 2023

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...

Tuesday, March 14, 2023

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...

Friday, March 10, 2023

Please join us for this month's Coffee Chat.

Thursday, January 12, 2023

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...

Wednesday, October 5, 2022

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.

Thursday, September 22, 2022

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...

Tuesday, August 30, 2022

Please join us for our next Virtual Coffee Chat...

Thursday, July 28, 2022

KOLO TV ABC News InterviewTo watch click link below...https://www.kolotv.com/2022/07/21/protecting-yourself-ahead-possible-recession/

Thursday, July 28, 2022

NNBW News Article...Click below to read article...https://www.nnbw.com/news/2022/jul/22/jennifer-rogers-markwell-be-long-term-investor-voi/

Wednesday, July 20, 2022

Please join us for our next Coffee Chat!Putnam Investments is not affiliated with or endorsed by LPL Financial and/or Platinum Wealth Management.

Tuesday, July 5, 2022

Join us for for our July Virtual Coffee Chat. We look forward to seeing you!

Friday, June 10, 2022

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...

Tuesday, June 7, 2022

Join us for for our June Virtual Coffee Chat. We look forward to seeing you!

Sunday, May 22, 2022

Friday, May 13, 2022

Monday, April 25, 2022

Monday, March 28, 2022

Friday, February 25, 2022

Friday, February 25, 2022

Wednesday, February 9, 2022

Tuesday, January 25, 2022