Get To It With Grace

Are we in a recession?! Are we heading towards a recession? Honestly, all the debating on the topic feels like semantics… what matters is that people are worried! In this episode, I’ll share some of my favorite data to bring historical context, and hopefully peace of mind, to the uncertainty of recessions. Let’s get to it…

Disclaimer: Grace Speckman is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC

The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

Wondering how the midterm election may impact the market? Listen to my newest episode to hear what we might have in store leading up to, and after election day. Let's get to it...

Disclaimer: Grace Speckman is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC

The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

It’s August, and back to school season. In this episode, I’ll be talking about 5 lesser-known considerations for tackling education planning and funding. Let’s get to it…

Disclaimer: Grace Speckman is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC

The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

Anyone else sick of hearing about inflation? Better yet, who’s sick of feeling the effects of inflation?? Same. Even at the risk of beating a dead horse, I’ll be talking inflation in this episode… but more specifically, how we calculate it. Ever wondered what goes into the inflation numbers? Let’s get to it…

Disclaimer: Grace Speckman is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC

The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

Tax-loss harvesting… have you heard of it? What is it and why is now a good time to be thinking about it? In this episode, I’ll tell you everything you need to know about tax-loss harvesting- how it works, when it makes sense to do it, and when it doesn’t. Let’s get to it…

Disclaimer: Grace Speckman is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC

The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

Do you think you can time the market? Make the right call on when to buy or when to sell? What does the data say on this? In this episode, I’ll break down the numbers and share why time in the market is far more influential than timing the market. Let’s get to it…

It’s race week in Indiana! But what the heck does the Indianapolis 500 have to do with investing? Well, I wasn’t so sure either, but I think I found it … the 500 is a great metaphor for investing and there are more similarities than you might think. In this episode, I’ll share some 500 history and market history, relate pit stops to rebalancing, and compare car crashes to market crashes. Let’s get to it…

In my last episode, I hinted at one of my favorite ways to take advantage of tax-free growth for retirement. Enter the Roth IRA, and especially, IRA to Roth conversions. In this episode I’ll break down Roth IRAs, why I like them, and why you might want to consider an IRA to Roth conversion. Let’s get to it…

Want to know the most common question I get when I tell people I’m a financial advisor? I’m constantly asked what to do with a 401k or retirement plan from a prior employer. Have you ever been in this position? Have no clue where to start or what options exist? You are not alone! In this episode I’ll break down your options, pros and cons of each, and other considerations. Let’s get to it…

What’s a basis point? Has anyone else heard this term flying around in the news lately, and been… confused? In this episode, I’ll break down the jargon and provide an explanation of a “basis point”, why we’ve been hearing it lately, what it affects, and what it might mean for you. Let’s get to it…