Fendz Asset Management, Inc.

02/13/2025

With my CIO at recent crypto conference and with colleagues at Trivest partners for our New! XPX Miami Chapter kick off.

02/13/2025

Grateful to America 🇺🇸 and its citizens for all the opportunities it has provided my family and I. Being in business close to 18 years now, we enter a new phase of growth as we approach our 20th Year anniversary. God is good 😊 🙏💪

Fendz Asset Management is a Registered Investment Adviser & Insurance Agency in the state of Florida.

02/12/2025

New and exciting developments underway for Fendz Asset Management!!! Stay tuned....Now in City of Coral Gables - Government

06/11/2024

https://tritonfreedivers.square.site/

02/25/2024

USA 🇺🇸 National Spearfishing Championships July 15-18th, 2024
Islamorada, FL.

01/04/2024

Excellent podcast on the psychology of Money!

‎Show Intelligence Squared: Business, Ep The Futureverse: The Psychology of Money, with Lucy Beresford and Robin Powell - Jan 4, 2024

01/01/2023

10/25/2022

Learn how to grow and protect your wealth! Call Joe @ 305-562-1944 for a free consultation.

10/11/2022

Great day at Crypto Wealth Summit with Giancarlo Fernández and Cathie Wood. Presented by Eaglebrook Advisors!

04/06/2022

Tax Contribution Deadline
Monday, April 18th, 2022

Reminders and Helpful Tips

We are in the final stretch of the 2021 tax season! Here are some reminders and helpful tips for making any remaining IRA contributions:

- For Traditional IRAs, Roth IRAs, and ESAs: Accounts must be established and funded by April 18th, 2022, for tax year 2021. Please note that April 15th (Good Friday) is a market holiday, and Fendz will be closed.

- Tax Year 2021 Contribution limits:
IRA and Roth IRA: $6,000 ($1000 catch-up if over age 50, total $7,000)
SEP IRA: $61,000 (25% of Compensation)
SIMPLE IRA: Maximum eligible employee contribution is $14,000 ($3000 catch-up, total $17,000).
401(k), 403(b), 457
Employee Deferral: $20,500
Employee Catch-up: $6,500
Profit Sharing Contribution: 25% of Compensation
Total 401K Contribution including Catch-up: $61,000

12/02/2021

U.S. equities had mixed results during the 3rd quarter. Returns have been strong this year, with small-cap stocks leading performance year-to-date, up 20%. Large-Cap stocks and mid-cap stocks are up 15.9% and 15.5%, respectively for the year. International developed market stocks were down slightly during the quarter, yet remain up nearly 8.3% for the year. Emerging market stocks suffered the most during the quarter and are down roughly 1.2% for the year. Fixed income returns were muted during the quarter while most segments of the fixed income markets remain in negative territory for the year. The Bloomberg Barclays US Aggregate Bond Index, while basically flat for the third quarter, remains down 1.55% year to date through September. Investment Grade Corporate bonds and Treasury bonds are also both negative for the year. National Municipal securities remain positive at 0.79% year to date due to continued demand for tax free income, yet the asset class looks fully valued and vulnerable to higher interest rates. High Yield bonds continue to perform well as investors reach for yield and corporate balance sheets remain strong.

We broke down Q3 into a 5-minute read

11/25/2021

It has been a relatively smooth ride for equity investors thus far in 2021, notwithstanding a few days of turbulence during September. We are mindful of the shifting currents in the market, specifically, the eventual transition away from easy monetary policy and rising inflation concerns. However, investors have navigated through changing market dynamics in the past and while we may be in uncharted territory due to COVID and the unprecedented amount of stimulus, we would not deviate from a long-term strategy.

Here's what savvy investors should know