Core Wealth Management

We've spent the last several months rethinking our website – not just how it looks, but how it helps you understand what we do. The result makes it easier to see how financial planning and investment management work together, all in one place.

As a fee-only fiduciary wealth management firm, that integrated approach has always been how we work. Now our site better reflects that.

Take a look when you have a moment: core-wm.com

Leaving a job? Deciding what to do with your old 401(k) isn't always as simple as rolling it into an IRA. Investment options, fees, taxes, Roth and after-tax contributions, and even company stock can affect the decision. Our latest article covers key considerations before making a move.

Learn More: www.core-wm.com/2026/09/11/what-should-you-do-with-your-401k-when-you-leave-a-job/

New Insight - Since the Great Recession ended in 2009, the U.S. has experienced just one official recession and it lasted only two months.

Why have recessions become so rare?

Our latest article explores an intriguing possibility: technology may be helping the economy adapt to disruption faster.

Read More: https://www.core-wm.com/2026/08/26/why-have-us-recessions-become-so-rare-and-is-this-the-new-normal/

Should you do a Roth conversion? The answer depends on more than just your tax bracket. Our latest article explores the key benefits, risks, and planning considerations to evaluate before making a decision.

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For years, the Magnificent Seven dominated the market. The first half of 2026 told a different story. Here's what changed—and why it matters for long-term investors.

https://vist.ly/5dzr5

Market uncertainty can make it difficult to stay focused on long-term goals. The instinct to respond to short-term conditions is understandable, but decisions made during volatile periods may not always align with a long-term investment strategy. At Core Wealth Management, we work with clients to build financial plans designed around their goals, time horizon, and risk tolerance, and to help them stay focused during changing market conditions.

In many cases, a disciplined plan that investors can stick with over time may be more effective than frequent changes driven by short-term uncertainty.

A financial plan is only valuable if it evolves along with your life.

Career changes, tax considerations, and shifting priorities can all affect whether your current plan still aligns with your goals. At Core Wealth Management, our CFP®, CFA, and CPA professionals work together to help clients review and evaluate their financial plan on an ongoing basis – not just at major milestones.

When geopolitical events dominate the headlines, it's natural to wonder what they mean for your investments and financial plan.

At Core Wealth Management, our approach starts with your goals, time horizon, and risk tolerance – not short-term market movements. We work with clients to build financial plans designed to align with their long-term objectives, with the understanding that uncertainty is a normal part of investing.

If recent events have you reassessing your financial plan, we’d be happy to discuss the considerations that may apply to your situation.

For years, the Magnificent Seven dominated the market. The first half of 2026 told a different story. Here's what changed—and why it matters for long-term investors.

https://vist.ly/5c8ws

Social Security can be a significant source of retirement income, but deciding when and how to claim benefits involves more than timing alone.

Factors such as investment withdrawals, tax considerations, and spousal benefits may all play a role in a retirement income strategy. At Core Wealth Management, our CFP® and CPA professionals help clients evaluate these decisions as part of an integrated approach to retirement planning.

If Social Security planning is on your mind, we'd be happy to discuss the considerations that may apply to your situation.