Welcome to Infinity Wealth Management, LLC
We believe that if we put the interests of our clients first, it will develop into strong and lasting relationships, built on trust. We understand that individuals face comprehensive challenges as they prepare for today and tomorrow. We can help take the mystery out of preparing for today and for many years to come. Whether you are investing for wealth accumulation, retirement savings, wealth preservation, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
About Us
Infinity Wealth Management is an independent, integrative wealth services firm helping clients manage personal and financial goals.
Comprehensive Process
Our philosophy focuses on getting to know you so we can understand the complete picture.
LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.*
About Us
Infinity Wealth Management is an independent, integrative wealth management firm helping clients manage personal and financial goals.
Unique Process
Our philosophy focuses on getting to know you so we can understand the complete picture.
LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.*
Helpful Content
Outlook For U.S. Economy Continues To Brighte | Weekly Market Commentary | February 12, 2024
When we wrote the annual outlook last November, the data was mixed. Some metrics hinted at emerging cracks in the economy while others suggested the growth trajectory in capital markets and the economy had legs. So, the variety of the data produced the narrative that business activity in the New Year would grow on an annual basis but experience some bumps in the first half of the year. Now, enter the revisions.
Will The January Barometer Come Through? | Weekly Market Commentary | February 5, 2024
Yale Hirsch, creator of the “Stock Trader’s Almanac”, first discovered this seasonal pattern back in 1972, which he called the January Barometer and coined its popular tagline of ‘As goes January, so goes this year.’ Here, we assess the likelihood that this popular stock market adage delivers more gains for investors this year. The weight of the evidence leans toward yes, as we explain.
Is Too Much Optimism Priced In? | Weekly Market Commentary | January 29, 2024
On traditional valuation measures, valuations do appear high and it does seem reasonable to expect more moderate stock market returns going forward. Here we walk through several different stock valuation approaches to get a more complete picture and even make the case that they aren’t as pricey as they look.
What is Normal? | Weekly Market Commentary | September 5, 2023
The 1980s were a time of great movies, parachute pants, and even better music. Throw in the release of Pac-Man and the launch of MTV (when they actually played music videos), and the 80s were largely considered by some (me) to be the best decade ever! The 1980s also saw the start of one of the most impressive bull market runs in recent history: The start of the bond bull market.
Lessons Learned From The Grand Tetons | Weekly Market Commentary | August 28, 2023
The Federal Reserve (Fed) often uses the Jackson Hole Symposium to announce tweaks in policy. Other central bank leaders are also worth watching as investors try to perceive where rates will be in the coming months. In this piece, we discuss some of the opportunities and risks we see in the markets and the economy following the central banker confab. We close the piece with investment implications.
Pullback Perspective | Weekly Market Commentary | August 21, 2023
With volatility comes opportunity, and as valuations reset, overbought conditions recede, and support is found, we believe a buying opportunity back into this bull market will present itself over the coming months.
How This U.S. Debt Downgrade Is Different From 2011 | Weekly Market Commentary | August 14, 2023
It’s different this time. The four (or five) most dangerous words in investing. We’ll take the risk and use those words here as we break down the recent decision by credit rating agency Fitch to downgrade U.S. government debt to its second-highest rating, AA+ (note that several countries in Europe, including Denmark, Germany, Netherlands, and Switzerland enjoy AAA ratings, as do Johnson and Johnson (JNJ) and Microsoft (MSFT)). We compare the potential market impact of this decision to what markets experienced in 2011 when S&P issued its U.S. debt downgrade.
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