Wachtel Capital Advisors, LLC

09/08/2026

Do you know the risk factors that can lead to cognitive decline?

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09/07/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

09/07/2026

Labor Day is a time to recognize the hard work and dedication that strengthen our communities.

From all of us at Wachtel Capital Advisors, we wish you a safe, restful holiday weekend. Our office will be closed Monday, September 7, and will reopen Tuesday, September 8.

Thank you to the hardworking individuals, families, and business owners we are proud to serve throughout New Jersey.
Wachtel Capital Advisors, LLC
wachteladvisors.com

09/06/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

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09/05/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

09/04/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/03/2026

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

09/02/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

09/02/2026

Building wealth is an important milestone. Preserving it requires a clear, adaptable strategy that connects today’s decisions with tomorrow’s priorities.

At Wachtel Capital Advisors, we help families and individuals consider the full picture—from investment management and retirement planning to estate planning, insurance protection, and education goals.

Key principles to keep in mind:
• Align spending with long-term priorities
• Maintain flexibility for life’s changes
• Review risk as your needs and goals evolve
• Coordinate investments, taxes, and estate considerations
• Revisit your plan regularly

As an independent fiduciary financial advisor in Towaco, NJ, our team provides objective guidance designed around your circumstances—not product mandates.

What part of your financial plan deserves a closer look today?
Wachtel Capital Advisors, LLC
wachteladvisors.com