Wolter Wealth Management

09/19/2025

🏦 Powell pulls the trigger on a rate cut, 📈 CrowdStrike pushes toward a breakout, and the market’s next move is up for debate. Get the full story in this week’s WWM Weekly Wrap-Up.

09/12/2025

📉 Inflation heats up, 🏦 the Fed faces a tough call, and two market heavyweights just stole the spotlight. This week’s WWM Weekly Wrap-Up has the details you’ll want before next week’s Fed meeting.

📉 Inflation heats up, 🏦 the Fed faces a tough call, and two market heavyweights just stole the spotlight. This week’s WWM Weekly Wrap-Up has the details you’ll want before next week’s Fed meeting.

09/05/2025

Jobs are slowing, the Fed is watching, and Jackie’s found another stock setup that’s too good to ignore. Add in some timeless wisdom from the late George Raveling, and this week’s WWM Weekly Wrap-Up is packed.

Weekly Wrap Up: Aug 30 - Sep 5, 2025

09/02/2025

Confidence is dipping, Jackie’s watching a stock press against $400, and Charlie Munger is reminding us why sometimes the smartest move is to do nothing at all. 🤔 Curious yet? That’s the point. Check out this week’s WWM Weekly Wrap-Up for the full story.

Chart of the Week: Consumer Confidence – August 2025 The U.S. Consumer Confidence Index slipped to 97.4 in August, down from 98.7 in July. The Present Situation Index eased to 131.2, while the Expectations Index dropped to 74.8, staying below the critical 80-point level that historically signals

08/22/2025

🚨 This week’s WWM Weekly Wrap-Up is live 🚨 Housing starts are climbing while permits are slipping — a divergence that could be telling us something big about the market. 📊 We’re also diving into a timeless mental trap every investor should avoid, and highlighting a stock that just announced a $20B surprise. 💥 👉 Catch the full insights, our chart of the week, and Jackie’s latest take inside this week’s wrap-up.

Stay informed with WWM’s Weekly Wrap-Up — timely market insights, fund flow trends, and key investment takeaways to guide your financial decisions.

08/08/2025

🚨 WWM Weekly Wrap-Up: August 2–8, 2025

📊 Chart of the Week: Investors moved $13.7B out of equities and $78.9B into money market funds — the largest shift toward safety since Dec 2024.

🚀 Stock Spotlight: Palantir (PLTR) surged over 20% after a strong earnings report, raised guidance, and continued momentum in AI and government contracts.

💬 Quote of the Week: “Risk means more things can happen than will.” — Elroy Dimson

📚 What We’re Reading: Money: Master the Game by Tony Robbins — a reminder that a lifetime income plan matters as much as returns.



This content is for informational purposes only and is not a recommendation to buy or sell any security. Past performance is not indicative of future results.

Chart of the Week – Flight to Safety U.S. equity funds saw $13.7 billion in outflows this week — the biggest since late June — while money market funds took in $78.9 billion , the largest inflow since December 2024. Bond funds also saw strong demand, especially in investment-grade and municip

07/17/2025

• 📈 First Half 2025: What Happened & What’s Next?
The economy cooled, tariffs returned, and markets kept climbing. As we head into the second half of the year, we’re watching three big questions that could shape everything from interest rates to investor behavior.
In our latest blog, we break down:
✔️ What drove markets in the first half
✔️ Key risks and opportunities ahead
✔️ How we’re positioning portfolios using our Gather & Preserve™ approach

First Half 2025 Recap & Second Half Market Outlook At WWM, we believe successful investing isn’t about perfectly predicting the future. It’s about staying grounded in what’s happening now, understanding where we are in the cycle, and positioning portfolios accordingly. The first half of 20

04/11/2025

📊 Did you know a 20% loss requires a 25% gain just to break even? The math of investment returns isn’t always intuitive—and it’s one more reason why our Gather & Preserve™ philosophy matters. Check out our latest blog to see why minimizing losses can be just as important as chasing gains:

When it comes to investing, most people focus on the upside: How much can I make? But smart investors also understand the other side of the equation—what happens when the market goes down, and how challenging it can be to climb back up. This is where our Gather & Preserve™ philosophy co

04/03/2025

📉 March was the market’s worst month since September 2022. • Tariffs are back. • “Liberation Day” is making headlines. • Inflation remains stubborn. • Consumer confidence is slipping. Our latest blog breaks it all down—and looks ahead to what April may bring. At Wolter Wealth Management, we don’t react to headlines. We follow data. That’s the core of our Gather & Preserve philosophy: Trade the markets, not the noise.

March in Review: When Data and Headlines Collide Here’s what shaped the month: Tariffs Are Back: April 2 marks the start of new reciprocal tariffs announced by former President Trump. The move has rattled markets, with fears of rising input costs and retaliatory action from major trade partne

04/02/2025

Some birthdays come with cake—others come with financial decisions that could impact the rest of your life. From catch-up contributions to Medicare enrollment and Required Minimum Distributions, these milestone ages can open the door to key planning opportunities (or penalties if missed). In this post, we walk through the birthdays that matter most when it comes to your retirement plan—and how to make the most of each one.

Not all birthdays are created equal—especially when it comes to your financial future. When most people think about birthdays, they think about cake, candles, and maybe dreading that next number. But in the financial planning world? Some birthdays are worth celebrating —not because of the number...

03/10/2025

📢 February Market Recap & March Outlook 📢 As we enter March, markets remain in a delicate balance. February saw increased volatility due to new tariffs, inflation concerns, and government job cuts. With recession risks rising and the Federal Reserve holding rates at 4.25%-4.50%, investors should stay informed. 🔎 Key themes to watch in March: • Trade policy & market volatility • Interest rate speculation & Fed policy • Recession warnings from top economists • DOGE (Department of Government Efficiency) & fiscal policy shifts

As we begin the month of March, the end of the first quarter of 2025 is already looming large. Market volatility picked up in February as investors weighed the impact of tariffs, government spending cuts, and shifting economic data . The question on everyone’s mind: Is the economy heading toward a

02/28/2025

✨ One Year of Wolter Wealth Management! ✨
A year ago, Mark and I took a leap of faith and relaunched Wolter Wealth Management, turning our shared vision into reality. We knew we wanted to build something different—a firm where clients feel truly heard, supported, and empowered in their financial lives.
This past year has been a whirlwind of growth, challenges, and milestones. From refining our processes to deepening client relationships, every step has reinforced why we took this path together. Mark’s experience and steady leadership, combined with my passion for client advocacy, have made us an incredible team, and I couldn't have asked for a better partner in this journey.
To our clients—thank you. Your trust and loyalty mean the world to us. It’s been an honor to help guide you through life’s transitions, and we’re just getting started.
Mark, here’s to one year down, and many more to come! I’m so proud of what we’ve built together and excited for the future of WWM. 🥂