The financial industry loves titles. Titles that sound reassuring. Titles that inspire confidence. Titles that, if we’re being honest, can sometimes leave investors with a
Recently, a new client told me that nearly all of his wealth is earning 4-5% while sitting in high-yield savings accounts and CDs. He is
Dividend-paying stocks have long been a cornerstone of successful investing, offering both steady income and capital appreciation. Unlike high-risk growth stocks, dividend-paying companies tend to
At EsqWealth, we understand that estate planning isn’t just about drafting documents—it’s about ensuring your legacy is protected, no matter how complex your family situation
At EsqWealth, we recognize that understanding market trends is essential for making informed financial decisions. While the fundamentals of sound investing remain constant, shifts in
The so-called “Magnificent 7”—Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA, and Tesla—have dominated market conversations and portfolios alike. These tech titans have reshaped industries, driven innovation,
Are you prepared for the evolving tax landscape in 2025? With inflation-adjusted changes to tax brackets, deductions, and credits, taxpayers across all income levels will
Earlier this month, Barron’s published an article titled “J.P. Morgan Loses $39.7 Million Arbitration Against Barred Financial Advisor,” a headline that grabbed attention across the
Recently, I met with a potential client who shared an eye-opening experience. For years, he had been working with a large financial services firm that
