Metis Wealth Management and Planning

11/05/2025

In speaking with clients recently, many are asking if we think the stock market is in a bubble. While this is a very difficult question to answer, it’s easy to understand why this question is coming up so frequently - the S&P 500 is amid its third consecutive calendar year of stellar returns (though anything could happen between now and year-end).

Metis Wealth offers personalized retirement planning and investment management for pre-retirees and retirees in Bluffton, SC. Experience financial confidence with our fee-only approach.

11/03/2025

Check out our latest newsletter!

Metis Wealth offers personalized retirement planning and investment management for pre-retirees and retirees in Bluffton, SC. Experience financial confidence with our fee-only approach.

10/22/2025

Since the passing of the “One Big Beautiful Bill Act” (OBBBA) on July 4th, a popular talking point has been about Social Security no longer being taxed. Indeed, some taxpayers may no longer pay federal income tax on their Social Security benefits; but it is not the case that Social Security benefits are no longer taxable. Some seniors will be paying less income tax because of OBBBA, but not everyone.

Metis Wealth offers personalized retirement planning and investment management for pre-retirees and retirees in Bluffton, SC. Experience financial confidence with our fee-only approach.

04/04/2025

We are excited to share that we just finished a complete redesign of our website!

Metis Wealth offers personalized retirement planning and investment management for pre-retirees and retirees in Bluffton, SC. Experience financial confidence with our fee-only approach.

05/02/2023

Robert has been sharing these charts with clients over the past few months and decided to write a short blog explaining them. They put a down market into perspective over the long term.

The S&P 500 hit its all-time high on January 3rd, 2022. That was 16 months ago, and while the market has rallied significantly off the October 2022 lows, the index still sits about 13% below that January 2022 high. Bear markets are always difficult to endure, but they are a fact of life in investing

04/13/2023

Q1 2023 Metis Wealth Newsletter featuring a market update and important information about FDIC deposit coverage.

04/06/2022

Our Q1 2022 Newsletter is published. Check it out here:

02/15/2022

Over the years we have written several times about the impact of interest rates on stock prices. While we have mentioned the mathematical effects increasing interest rates have on stocks, we have never done a deep dive on this mechanism or explained some of the more tangential issues associated with rising rates. So, without further ado, here is a deep dive on interest rates and stock prices.

Over the years we have written several times about the impact of interest rates on stock prices. While we have mentioned the mathematical effects increasing interest rates have on stocks, we have never done a deep dive on this mechanism or explained some of the more tangential issues associated with

12/16/2021

We have received several questions from clients recently regarding alternatives to holding cash in a savings account. This is a good question to ask given the interest rates offered on savings and the current inflation rate, which just hit a 31-year high. People are rightly concerned that the value of their savings is being eroded by inflation. Unfortunately, at the current juncture, there aren’t any great solutions to this conundrum. We wanted to write a blog explaining what the issues are, how we got here, and what the best course of action is going forward.

We have received several questions from clients recently regarding alternatives to holding cash in a savings account. This is a good question to ask given the interest rates offered on savings and the current inflation rate, which just hit a 31-year high. People are rightly concerned that the value

10/25/2021

Living in the Lowcountry, we frequently encounter clients and friends with multiple homes across different states. Although this allows one to enjoy the best of both worlds – a home up north and a house near the beach in the south – it can lead to estate problems if not carefully planned.

Living in the Lowcountry, we frequently encounter clients and friends with multiple homes across different states. Although this allows one to enjoy the best of both worlds – a home up north and a beach house in the south – it can lead to estate problems if not carefully planned.

10/07/2021

Our Q3 newsletter is out, and the featured article this quarter is "Too Much Demand, Not Enough Supply" written by Robert. Check out our exciting announcement on page 4!

09/16/2021

We are often asked, particularly by younger clients, if it is better to make tax-deferred contributions or after-tax (Roth) contributions to their IRA or employer-sponsored retirement account. While there are many rules of thumb across the internet and financial media on this topic, it is a very difficult question for financial planners to answer because it depends on each client’s specific situation. That being said, I wanted to go through some of the considerations we take into account when we answer this question.

We are often asked, particularly by younger clients, if it is better to make tax-deferred contributions or after-tax (Roth) contributions to their IRA or employer-sponsored retirement account. While there are many rules of thumb across the internet and financial media on this topic, it is a very dif