April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
April 01, 2025
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April is here, and you know what
that means — baseball season is
in full swing! Just like America’s
favorite pastime, managing your
finances takes strategy, patience,
and sometimes a little flexibility
when the unexpected curveball
comes your way.
At Fox Wealth Management,
we’re here to help you cover all
your financial bases. Whether it’s
rounding first with a solid savings
plan, sliding into second with
smart investments, or aiming for
a home run with your long-term
goals, we’ll coach you every step
of the way.
So, as you enjoy the crack of the
bat and the smell of fresh-cut
grass, remember — a winning
financial game plan is all about
making the right plays. Let’s
knock this season out of the park
together!
LET'S GO YANKEES
Play ball!
Steven Fox and the Fox Wealth
Management Team
Click link for April Newsletter
https://www.broadridgeadvisor.com/pdfservice/5a318eb1-3b58-4939-af22-66ef4c30e045id=1082153.pdf
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March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
March 01, 2025
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Spring is just around the corner, and with it comes the promise of blooming flowers, warmer weather, and... exciting personal news from the Fox household! We’re thrilled to announce that our wonderful daughter has gotten engaged! While we never expected our biggest financial planning challenge would be budgeting for a wedding, we are over the moon about this new
chapter in her life. In this edition, we’ll share some sweet tips for planning your
financial future—because as we’re learning, love might be free, but weddings certainly aren’t! We’ll
also dive into some current market trends and remind you that even in the world of finance,
laughter is the best investment. Thank you for being part of our journey, both professional and
personal. Here’s to love, laughter, and hopefully not too many wedding planning stressors!
Click below for March Newsletter
https://www.broadridgeadvisor.com/pdfservice/39d82186-5b57-4ed4-8b65-b087f55eff13id=1080349.pdf
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
February 01, 2025
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Happy February. Click below for our February Newsletter
https://www.broadridgeadvisor.com/pdfservice/b1194f91-94a8-476c-80cd-c7e57612173bid=1078381.pdf
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
January 02, 2025
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HAPPY NEW YEAR !!!
Click below for our January Newsletter
https://www.broadridgeadvisor.com/pdfservice/6a19034e-525b-4ddc-a055-308dcde36f71id=1076474.pdf
December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
November 01, 2024
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Welcome to November. Click below for my monthly newsletter.
https://www.broadridgeadvisor.com/pdfservice/1d049fa3-5984-4d1b-a7f2-c2e6cb7d119fid=1072606.pdf
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
