Coeus Financial

08/18/2025

Have you heard of the VIX or the Fear & Greed Index? These two indices can provide helpful insight into market sentiment — and understanding them may give you a clearer perspective of what’s happening with the market in times of uncertainty. Swipe through for an overview.

If you have questions about the markets, your portfolio, or other investing matters, contact us anytime. We’re here to help.

07/21/2025

The new federal tax bill has a number of changes to income tax, deductions, and credits, all of which could have financial and tax implications for individual taxpayers. Swipe for several of the most important changes for Americans to know.

With all these changes, now may be a good time to review how the new law might impact your tax situation, retirement contributions, or investment planning. Give us a call anytime to get a meeting on the books.

02/11/2025

On January 5, 2025, the Social Security Fairness Act was officially signed into law. Swipe for an overview ↩️

If you have any questions regarding these changes or how they may affect you, please do not hesitate to give us a call.

12/20/2024

Do you have your bracket handy? No, we’re not talking about those of the sports variety!

Instead, we’re referring to 2025 tax brackets, an important aspect of your financial strategy for the year. Read the graphic to find your expected tax bracket, and feel free to save this post for future reference.

As always, if we can be of help, don’t hesitate to give the office a call.

04/04/2024

Major U.S. equity indexes continued their rallies in the first quarter, even as the number of expected rate cuts thinned.

Swipe for an overview of the major stock indexes, the Federal Reserve outlook, and key releases that impact the Fed’s decision-making and overall market direction.

As always, reach out to us with any questions or needs as the second quarter unfolds.

03/06/2024

March’s arrival offers the perfect opportunity to reflect on key February developments.

Overall, the artificial intelligence (AI) theme continued to power the major U.S. stock indexes, and market sentiment remained strong in the leap day-extended month of February.

Swipe for details on major stock indexes, inflation, the labor market, and more ➡️ Have questions about the economy, investing, or your portfolio? Reach out to us anytime. We’re here to help.

02/08/2024

January featured mixed inflation data, strong jobs growth, and a Fed cautioning against rate cuts in March. Swipe to see an overview of the key developments set to impact Americans in the month ahead ➡️

Did any of these data points surprise you? We’d love to hear your thoughts in the comments!

01/09/2024

2023 was quite the year for the U.S. financial markets! To help you enter 2024 with confidence and clarity, we’re sharing an overview of last year’s key developments and an outlook of what may be to come in 2024.

Swipe through to learn more ➡️ and spread the knowledge by sharing this post with your network.

11/23/2023

Close to retiring (or recently retired)? Record inflation, rocky markets, and economic uncertainty present retirement uncertainty is high. Decisions like when and how to retire, when to claim Social Security, and how you plan to create a work-free life will define your retirement. This FREE checklist highlights the 3 pillars of successful retirements. Read it for free now!

If you're hoping to retire within the next 5 years…

11/16/2023

For those near retirement, record inflation, rocky markets, and a potential recession could make retiring within the next 5 years even more challenging. Help find confidence in your plans with this FREE checklist.

Get My FREE 3-Pillar Retirement Checklist!

11/14/2023

Setting financial goals is tough. This list can offer a fresh perspective to help you refine your priorities.

See more success when you use THIS to set goals.

11/09/2023

Are you a recent retiree or within 5 years of retirement? Historic inflation and a potential recession mean your retirement decisions carry extra weight. There is a silver lining however - these uncertain times have created opportunities for advanced strategies. Learn how to leverage them with this FREE checklist!

[FREE] A Simple Checklist to Kick-Start a Work-Free Life!