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Inovo Wealth Weekly Strategic Insights 09/14/2026
The influence of supply and demand. Last week offered a lesson in supply and demand, along with a reminder that financial markets are always looking to the future. As disruptions...
Read MoreInovo Wealth Weekly Strategic Insights 09/08/2026
The bond market isn’t happy. The United States Treasury market is the biggest and most liquid government bond market in the world. Throughout 2026, rates on U.S. Treasuries have...
Read MoreInovo Wealth Weekly Strategic Insights 08/31/2026
Artificial intelligence (AI) is driving the market and the economy. Last week, markets experienced a burst of AI enthusiasm after a leading chip manufacturer’s earnings report...
Read MoreTurning the Page on Summer: Reset Your Financial Strategy for Fall
As summer gradually gives way to autumn, we find ourselves at a familiar turning point. Labor Day is just around the corner, bringing with it one last long weekend of warm-weather getaways, family barbecues, and well-earned downtime....
Read MoreInovo Wealth Weekly Strategic Insights 08/24/2026
Investors may have a rosier view of the future than consumers do. In 2026, markets have been volatile with major U.S. stock indexes posting new highs and new lows. “The S&P [Standard...
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Inovo Wealth Weekly Strategic Insights 08/17/2026
Reading the economic tea leaves. The stock market is forward-looking, which means that it reflects investors’ expectations for the future. No one knows exactly what will happen in...
Read MoreInovo Wealth Weekly Strategic Insights 08/10/2026
The rally continues. A lot of factors influence the United States stock market, including economic trends, market sentiment, and government and Federal Reserve (Fed) policies....
Read MoreInovo Wealth Weekly Strategic Insights 08/03/2026
Federal Reserve (Fed) Chair Warsh shakes the market's confidence. Former Fed Chair Ben Bernanke has said that "monetary policy is 98 percent talk and only 2 percent action.” He meant...
Read MoreDesigning a Seamless Back-to-School Season: Smart Financial Strategies for Growing Families
As the late-summer rush sets in, families everywhere are transitioning back to structured routines, busy schedules, and a seemingly endless list of school supply demands. From technology upgrades and extracurricular fees to updated...
Read MoreInovo Wealth Weekly Strategic Insights 07/27/2026
Sometimes, the road is rough. In the early 1900s, riding in new-fangled automobiles was a bone-jarring and physically exhausting experience. Roads were unpaved and rutted, jolting...
Read MoreInovo Wealth Weekly Strategic Insights 07/20/2026
Rethinking expectations for inflation and artificial intelligence (AI). It was a rough week for Wall Street. The Standard & Poor’s 500 Index (S&P 500) fell about 1.5 percent, the...
Read MoreNew Year, New Limits: The IRS Announces 2027 HSA and HDHP Thresholds
It might feel like we just got comfortable with our current healthcare budgets, but the IRS is already looking ahead. The official inflation-adjusted limits for Health Savings Accounts (HSAs) and High-Deductible Health Plans (HDHPs)...
Read MoreInovo Wealth Weekly Strategic Insights 07/13/2026
America's wealth looks different than it did just a couple of generations ago. A lot has changed since 1989. Back then, there were no smartphones or streaming services. There wasn’t an...
Read MoreInovo Wealth Weekly Strategic Insights 07/06/2026
The market spent the first half of 2026 floating like a butterfly. The market slipped every punch during the first six months of 2026, and there were a lot of them: the Iran War,...
Read MoreHow to Bounce Back from Career Setbacks by Starting Your Own Business
For mid-career professionals rebuilding after layoffs, forced closures, or stalled roles, career setbacks can shake confidence and drain momentum. Job loss recovery often comes with a hard tension: the need to move forward quickly...
Read MoreInovo Wealth Weekly Strategic Insights 06/29/2026
Lowering inflation may prove to be a challenge. Last week, inflation was on the minds of investors after one of the Federal Reserve (Fed)’s favorite inflation gauges showed inflation...
Read MoreInovo Wealth Weekly Strategic Insights 06/22/2026
Americans hope for a peace dividend – lower prices. Last week, President Trump signed a memorandum of understanding between the United States and Iran. Stock and bond markets welcomed...
Read MoreInovo Wealth Weekly Strategic Insights 06/15/2026
Markets rarely move in a straight line. Investors had a lot to consider last week. Rising inflation, interest rate uncertainty, and ongoing conflict in the Middle East weighed on...
Read MoreInovo Wealth Weekly Strategic Insights 06/08/2026
There was some good news and some bad news last week. Let’s start with the good news: Employment gains exceeded expectations last month. Employers in the United States added 172,000 new...
Read MoreInovo Wealth Weekly Strategic Insights 06/01/2026
It was a record-setting month. “Sell in May and Go Away” was an investment strategy promoted by the Stock Trader's Almanac. The idea was based on historic research that suggested...
Read MoreThe Summer Shift: Aligning Seasonal Wellness with Financial Well-Being
As the days lengthen and the pace of daily life shifts into a more relaxed rhythm, summertime naturally encourages us to prioritize our personal wellness. We consciously dedicate more hours to physical vitality, outdoor recreation, and...
Read MoreInovo Wealth Weekly Strategic Insights 05/26/2026
Feeling the pinch of rising prices. The cost of living is increasing in many places around the world. “The war has sent oil prices soaring and led to shortages of products like jet fuel...
Read MoreMake Free Time After Tax Time
Taxes can be a snapshot of our money, and tax season can make most of us feel like we have a clear view of that photo. So for your health this up coming holiday weekend, make some free time, after tax time!!
Read MoreInovo Wealth Weekly Strategic Insights 05/18/2026
The bond market was not happy last week. The bond market typically doesn’t get as much attention as the stock market does, but it is a powerful force in the financial world. When a...
Read MoreInovo Wealth Weekly Strategic Insights 05/11/2026
Looking beneath the surface of the rally. Stock markets in the United States moved higher last week on enthusiasm for artificial intelligence (AI), strong corporate earnings, and signs...
Read MoreHonoring the Past, Planning for the Future: Your Memorial Day 2026 Guide
As we approach Memorial Day 2026, we pause to honor the brave individuals who made the ultimate sacrifice in service to our country. The weekend marks a significant moment for reflection, but it also serves as the unofficial kickoff to...
Read MoreInovo Wealth Weekly Strategic Insights 05/04/2-26
The stock market rally continued. April ended with the Standard & Poor’s 500 (S&P 500) and Nasdaq Composite Indexes at record-high levels, having delivered their best monthly returns...
Read MoreClear Space, Clear Mind: Why Spring Cleaning is a Financial Power Move
As the days grow longer and the first signs of spring emerge, we often feel a natural urge to open the windows and scrub away the winter dust. While "spring cleaning" is usually associated with tidy closets and polished floors, its...
Read MoreManaging an Amazon Account After a Passing
Losing a loved one is an incredibly heavy experience, and the last thing anyone wants to deal with is a mountain of digital paperwork. However, managing a deceased family member’s Amazon account is a crucial step in settling their...
Read MoreProactive Tax Planning Begins with Clear Financial Goals
Proactive Tax Planning Begins with Clear Financial GoalsTax planning plays an important role in helping you move closer to your financial goals—but it works best when it’s part of a bigger picture. Rather than treating taxes as a...
Read MoreA Fresh Start That Actually Sticks: A Practical Guide to Reclaiming Energy and Direction
Every January, people everywhere feel the same mix of hope and fatigue. You want change—more focus, better habits, a sense that you’re moving forward—but you don’t want another cycle of burnout and broken resolutions. This guide is for...
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