Summer 2025 Market Update | Quarterly Portfolio and Economic Commentary
After a rocky spring marked by sharp pullbacks and negative sentiment, equity markets staged an impressive rebound to close out the first half of 2025. Still, concerns around tariffs, inflation expect...
19 Aug 202559min
According to Plan - Roth Revealed: Backdoor Roth Conversions
In the latest episode of Amplified Wealth’s According to Plan, hosts Kate Fishbein, CFP® and Tom Farrell, CFP®, CEPA dive into one of the most powerful — and misunderstood — retirement strategies: the...
24 Jul 202534min
According to Plan: Roth Revealed - 5 Year Rule Rundown
In the latest episode of Amplified Wealth’s According to Plan, hosts Kate Fishbein, CFP® and Tom Farrell, CFP®, AEP® dive into one of the most misunderstood topics in retirement planning: Roth IRA dis...
1 Jul 202543min
Weakening Dollar & Global Opportunities - Insights from Mike Arone, State Street Global Advisors
In the latest episode of Amplified Wealth, hosts Austin Hagaman and Adam Armstrong sit down with Mike Arone, Chief Investment Strategist at State Street Global Advisors, to unpack the complex forces s...
26 Jun 20251h
Spring 2025 Market Update | Quarterly Portfolio and Economic Commentary
After a strong start to the year, markets reversed course in Q1, with major indices posting their weakest quarterly returns since 2022. Behind the headlines: cooling economic data, rising inflation e...
6 Jun 202558min
Secure Act 2.0 - 2025 Super Catch Up Rules Explained
In the latest episode of Amplified Wealth: According to Plan, hosts Kate Fishbein and Tom Farrell break down a major Secure Act 2.0 provision taking effect in 2025: the Super Catch-Up Contribution for...
13 Mai 202516min
Megatrends that Matter: What's Driving Growth? Featuring Vanguard's Head of Global Economic Research
In the latest episode of Amplified Wealth: According to Plan, the team sits down with Kevin Kang, Vanguard’s Senior International Economist, to explore the key forces shaping the economy and financial...
29 Apr 20251h 14min
Section 121 Spotlight - Understanding The Home Sale Exclusion
In the latest episode of Amplified Wealth: According to Plan, Tom Farrell and Kate Fishbein dive into Section 121, the powerful (but often overlooked) tax break that can exclude up to $500,000 in capi...
27 Mar 202527min
