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401(k) Audit Checklist
401(k) Audit Checklist

401(k) Audit Checklist

Posted on October 7, 2024 by Admin

401(k) Audit Checklist. Preparing for a 401(k) audit is a difficult task for many businesses. From gathering the right documents to ensuring compliance with...
Meet Jordan Korte, Our New Onboarding Specialist
Meet Jordan Korte, Our New Onboarding Specialist

Meet Jordan Korte, Our New Onboarding Specialist

Posted on October 1, 2024 by Admin

At Correct Capital Wealth Management, we believe that building strong client relationships starts with the right people. In this episode of Capital Conversations, we’re...
RMDs: The IRS Wants Its Cut – What You Need to Know
RMDs: The IRS Wants Its Cut – What You Need to Know

RMDs: The IRS Wants Its Cut – What You Need to Know

Posted on September 17, 2024 by Admin

In addition to taxes (and, unfortunately, death), one constant for people nearing or in retirement is required minimum distributions (RMDs). Recent legislative changes from...
August 2024 Recap – A Positive Month Underscored by Volatility
August 2024 Recap – A Positive Month Underscored by Volatility

August 2024 Recap – A Positive Month Underscored by Volatility

Posted on September 6, 2024 by Admin

August 2024 – Market Recap "A Positive Month Underscored by Volatility" Ryan Potts – Portfolio Manager August Volatility Recap August was volatile for markets,...
Behind the Scenes at Correct Capital Wealth Management
Behind the Scenes at Correct Capital Wealth Management

Behind the Scenes at Correct Capital Wealth Management

Posted on August 30, 2024 by Admin

Starting with a new financial advisor can be complicated, but it doesn't have to be. Whether you're preparing for retirement, managing investments, or simply...
Financial Planning Red Flags and How to Avoid Them
Financial Planning Red Flags and How to Avoid Them

Financial Planning Red Flags and How to Avoid Them

Posted on August 12, 2024 by Admin

Whether you're a seasoned investor or just starting out, there's always a chance you're not taking certain aspects of your financial planning into account...
July Recap (Rotation Out of Big Tech and Market Broadening)
July Recap (Rotation Out of Big Tech and Market Broadening)

July Recap (Rotation Out of Big Tech and Market Broadening)

Posted on August 8, 2024 by Admin

2024 July Recap Rotation out of Big Tech and Market Broadening Out Ryan Potts – Portfolio Manager Equities experienced turbulence but still headed toward...
Perspective of the Markets From the First Half of 2024, and a Look Ahead
Perspective of the Markets From the First Half of 2024, and a Look Ahead

Perspective of the Markets From the First Half of 2024, and a Look Ahead

Posted on July 26, 2024 by Admin

In this episode of Capital Conversations, CFO and Founder Brian Pultman and portfolio manager Ryan Potts take a look back at the first half...
How to Teach Your Kids About Money, From Allowances to Inheritance
How to Teach Your Kids About Money, From Allowances to Inheritance

How to Teach Your Kids About Money, From Allowances to Inheritance

Posted on June 28, 2024 by Admin

We all strive to prepare our children for financial success, but where do we start? It can begin with everyday conversations about money, turning...
Setting and Forgetting Your Retirement Plan: Are Target Date Funds Right For You?
Setting and Forgetting Your Retirement Plan: Are Target Date Funds Right For You?

Setting and Forgetting Your Retirement Plan: Are Target Date Funds Right For You?

Posted on June 18, 2024 by Admin

It’s easy to feel overwhelmed when thinking about retirement options, especially with so many investment choices available. One such choice is target date funds,...

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The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
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