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Shawn Quella - Coastal View Wealth Management

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Appleton, WI
Shawn Quella - Coastal View Wealth Management

Enjoy the journey as we guide you in building a legacy www.finra.org, www.sipc.org. No offers may be made or accepted from any resident of any other state.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

08/28/2026

Aspyn wants to thank all those who came out to the ballpark last night ⚾️ she enjoyed helping at the ticket table, fun times getting together!

04/25/2026

Paying more at the tank? ✔️
Recent market volatility? ✔️
Is this combination worrisome? Thankfully, not for long! Stocks have historically recovered rather quickly after oil shocks

Over the past 7 geopolitical events since 1990 that caused oil spikes, markets were up on average 1.4% two months after, 12% one year later and up 32.3% on average two years after

After the initial uncertainty and short term choppiness markets often absorb oil shocks much faster than headlines suggest. This is largely because these geopolitical shocks haven't led to prolonged physical supply outages (it also helps that the US is also now the largest producer)

As of today, the US market (S&P 500) is up 4.1% since the current event began on February 28th

SOURCE: https://www.capitalgroup.com

12/30/2025

Did you know? Retirement contribution limits are going UP in 2026!

Here’s what to know:

🏦 IRAs (Traditional & Roth) -

💰 $7,500 max contribution in 2026 (up from $7,000)
🎉 Age 50+? Catch-up rises to $1,100
👉 Total for those over 50 = $8,600

Roth IRA Income Limits (2026) -

👤 Single / Head of Household
Full contribution if income is under $153,000
Phases out between $153,000–$168,000
Over $168,000? A Backdoor Roth may be an option
👩‍❤️‍👨 Married Filing Jointly
Full contribution under $242,000
Phases out between $242,000–$252,000
Over $252,000? A Backdoor Roth may be an option

🏢 Employer Retirement Plans -

📈 401(k), 403(b), & 457 Plans
New contribution limit: $24,500 (up from $23,500)
🎂 Age 50+? Catch-up rises to $8,000 in 2026

Additional Deduction for Seniors -

👴 Age 65+ Bonus Deduction
➕ $6,000 extra tax deduction
Available for:
Singles earning under $75,000
Couples earning under $150,000
Phases out above those amounts
Applies regardless if you itemize or not
✔️ Available through 2028

✨ More ways to save. More tax advantages. 2026 is a big win for retirement planning ✨

This information was found on these IRS publications:

https://www.irs.gov/pub/irs-drop/n-25-67.pdf

https://www.irs.gov/newsroom/one-big-beautiful-bill-act-tax-deductions-for-working-americans-and-seniors

12/25/2025

Wishing a very Merry Christmas from the Quella family to you and yours!🌲❄️ God Bless!

11/27/2025

From our family to yours, Wishing you a wonderful thanksgiving! 🍂 Thankful for your loyalty and friendship!

09/17/2025

Today, the Federal Reserve cut interest rates by one quarter point. This marks one year since the first rate cut of the current cycle (which began on September 18, 2024). That makes now a good time to look at how stocks have typically performed in the second year of past Fed rate-cutting cycles.

As the chart shows, history is encouraging; over the past 50 years, stocks have delivered an average gain of 16.4% in the second year after rate cuts begin.

08/20/2025

One great 2025 Focus conference in San Diego 🌊🌴 It was a treat having the family join for the opening night and breaks throughout! Grateful to learn new insights from amazing speakers and executives as well!

08/11/2025

Successful first full day at LPL’s annual Focus Conference here in beautiful San Diego 🌴 ☀️ 🌊 Excited to implement the newest innovations to enhance your investing experience!

03/28/2025

🌊 As investors, Market volatility can be unsettling but the volatility is the toll we must pay to earn the attractive returns the stock market offers over time 🌊

Today the broader US market (S&P 500) is 10% off the recent February high given tariff and economic uncertainties. According to Carson Investment Research, since 1980 the S&P 500 has averaged a 14% market pullback each year but the average annual gain has been 10.3%.

The chart below shows how US stocks (S&P 500) have performed following a 10% correction since 1980... did you know on average?

✔️ 3 months after a 10% correction stocks are up 13.1%
✔️ 6 months after a 10% pullback the market is up 16.4%
✔️ 1 year after a 10% correction the market is up 28.5%

12/27/2024

Blessings to you and yours this Christmas season 🎄🪵 Looking forward to growing our friendship in the new year! ✨

Address

Appleton, WI
54914

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+19202846913

Website

http://www.coastalviewwealth.com/

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