From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights breaks down what drove performance and what investors are watching in 2025. #Markets #StockMarket #FederalReserve https://lnkd.in/e2qkMVcu
Executive Wealth
Financial Services
Morristown, Tennessee 37 followers
We provide financial planning and investment services focused on your individual goals! Licensed in TN, GA, SC and NC.
About us
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Executive Wealth and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
- Website
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www.myexecutivewealth.com
External link for Executive Wealth
- Industry
- Financial Services
- Company size
- 1 employee
- Headquarters
- Morristown, Tennessee
- Type
- Self-Owned
- Founded
- 2024
- Specialties
- Financial Planning, Investments, Tax Strategies, Wealth Management, Financial Advice, Life Insurance, Group 401K Plans, Employee Benefits, College Planning, and Retirement Planning
Locations
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Primary
Get directions
4780 W Andrew Johnson Hwy
Morristown, Tennessee 37814, US
Updates
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Protect yourself from identity theft. #IdentityTheft
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Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
Financial Aid for Students 101
myexecutivewealth.com
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Could you find acres of diamonds in your own backyard? Watch this video.
Acres of Diamonds
myexecutivewealth.com
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Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
Yours, Mine, and Ours: Estate Strategies for Second Marriages
myexecutivewealth.com
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U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
Personal Finance Tips for Military Families
myexecutivewealth.com
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A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
Estate Management 101
myexecutivewealth.com
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Marginal tax bracket and holding period affect capital gains taxes. Learn more.
Capital Gains Tax Estimator
myexecutivewealth.com
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The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill. #SocialSecurity
Social Security Taxes
myexecutivewealth.com