Wachtel Capital Advisors, LLC

06/10/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

06/09/2026

Ready to put your financial knowledge to the test? This month, we’re sharing quick insights on how stocks work and what those key numbers really mean. Take a look, challenge yourself, and pick up a few tips you can use as the year moves forward.

At Wachtel Capital Advisors, our team believes financial education is foundational to confident decision-making. If you’d like to review your portfolio or explore strategies aligned with your goals, we’re here to help.

Have a question you want us to cover next? Share it in the comments.
Wachtel Capital Advisors, LLC
wachteladvisors.com

06/09/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

06/08/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

06/08/2026

June is National Homeownership Month, making it a great time to revisit how a home purchase can strengthen long-term wealth and financial stability when it’s aligned with a broader financial plan.

At Wachtel Capital Advisors, our team helps you evaluate how buying or refinancing a home fits alongside retirement planning, investment management, and cash-flow strategy. A well-coordinated approach can make a meaningful difference in your overall financial picture.

If you’re thinking about your next move, we’re here to help you plan with clarity and confidence. Reach out for a consultation.


Wachtel Capital Advisors, LLC
wachteladvisors.com

06/07/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

06/06/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

06/05/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

06/05/2026

Understanding how bond ratings work is an important part of evaluating fixed-income investments. These ratings help you gauge an issuer’s ability to repay its debt, giving you clearer insight into the level of risk in your portfolio.

At Wachtel Capital Advisors, we believe financial education empowers better decisions. As you review your bond holdings or consider how fixed-income investments fit into your broader strategy, our team is here to help you navigate the details.

If you’d like to discuss your current portfolio or explore options that align with your goals, reach out anytime.
Wachtel Capital Advisors, LLC
wachteladvisors.com

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.