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Maximizing your 401(k) after 50? Contribute more, invest wisely, and plan ahead for a secure future. Don’t wait!

Maximizing Your 401(k) After 50: Key Strategies for Retirement Success

Turning 50 is a pivotal milestone, not just in life but in your financial planning journey. For many, this is a time to take a closer look at your retirement plans and ensure that you’re on track to meet your goals. The 401(k) plan, often a cornerstone of retirement savings,...

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Learn about key SECURE Act 2.0 retirement updates like enhanced catch-up contributions, Roth options, and automatic enrollment changes taking effect in 2025.

How SECURE Act 2.0 Changes Could Impact Your Retirement Strategy in 2025

The SECURE Act 2.0 has introduced sweeping changes to retirement planning, several of which will take effect in 2025. These provisions aim to offer savers greater flexibility, more opportunities to grow their funds, and enhanced retirement plan features. Let’s explore the key SECURE Act 2.0 retirement updates and how they...

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Q4 2024 Market Commentary

This report features world capital market performance and a timeline of events for the past quarter. It includes a global overview, as well as features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and...

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The Wealth Advantage: Your Guide to Market Dynamics – Episode 1

Welcome to the first episode of The Wealth Advantage: Your Guide to Market Dynamics, our new quarterly video series designed to keep you informed about market trends and financial strategies. In this video, Ryan Geary, Associate Wealth Advisor at Resolute Wealth Advisor, discusses: The potential impact of tax cuts, deregulation,...

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Explore portfolio rebalancing strategies that may help to keep your investments aligned with your financial goals over the next 12 months.

Maximizing Wealth Through Tax Management and Portfolio Rebalancing

Tax management and portfolio rebalancing are two essential strategies for optimizing investment performance and achieving financial goals. Whether through mitigating tax liabilities or maintaining target asset allocations, these approaches work hand-in-hand to enhance returns and manage risk.

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Case Study: Supporting a Company Through ESOP Liquidation and Private Equity Transition

Client Situation Resolute, a trusted financial advisor, was approached by a long-standing client-a local company for which Resolute provided fiduciary services and managed employee enrollment in the company’s 401(k) plan. The company was recently approached by a private equity firm interested in acquiring it. This acquisition triggered the liquidation of...

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Investment Advisory Services Offered Through Resolute Wealth Advisor, Inc., A Registered Investment Adviser.

Resolute Wealth Advisor, Inc. and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Resolute Wealth Advisor, Inc. maintains clients. Resolute Wealth Advisor, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Resolute Wealth Advisor, Inc.’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Resolute Wealth Advisor, Inc.’s website on the Internet should not be construed by any consumer and/or prospective client as Resolute Wealth Advisor, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Resolute Wealth Advisor, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Resolute Wealth Advisor, Inc., please contact the SEC, FINRA or the state securities regulators for those states in which Resolute Wealth Advisor, Inc. maintains a filing. A copy of Resolute Wealth Advisor, Inc.’s current written disclosure statement discussing Resolute Wealth Advisor, Inc.’s business operations, service, and fees is available from Resolute Wealth Advisor, Inc. upon written request. Resolute Wealth Advisor, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Resolute Wealth Advisor, Inc.’s website or Incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (Including the investments and/or investment strategies recommended or undertaken by Resolute Wealth Advisor, Inc.) made reference to directly or indirectly by Resolute Wealth Advisor, Inc. in its website, or indirectly by a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Certain portions of Resolute Wealth Advisor, Inc.’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Resolute Wealth Advisor, Inc.’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Resolute Wealth Advisor, Inc., or form any other investment professional. Resolute Wealth Advisor, Inc. is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. 

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