Transcript and show notes at: https://www.sunnybranchwealth.com/blog/stock-market-update-October-2024

Feeling lost in stock market madness? Don't sweat it – I've got your back.

In this episode, we're diving Q3 2024's financial rollercoaster.

I'm breaking down the Fed's money moves, how the election could affect your portfolio, and how a large-scale war in the Middle East could swing financial markets.

Here's the kicker: I'll show you why all this volatility isn't as terrifying as it seems.

Whether you're a crypto connoisseur or still figuring out what stocks actually are, this episode's packed with need-to-know info.

Are you ready to level up your financial game? Then get listening!

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

Transcript and show notes at: https://www.sunnybranchwealth.com/blog/investing-inheritance

Everything you need to know if you have (or will) inherit millions of dollars in your 20s, 30s, or 40s.

Stop following advice from boomers and finance bros and learn how to create a personalized investment plan that works for YOU.

You need a strategy that aligns with your lifestyle and future goals, not generic advice or a list of "shoulds." Listen to learn how to assess your time horizon, understand your actual tolerance for risk, and learn the ins and outs of liquidity.

I've got the practical tips and relatable examples you need to take control of your financial future and make informed investment decisions, whether you're a current or future inheritor.

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

Transcript and Show Notes at: www.sunnybranchwealth.com/blog/trust-fund-blues

The trust fund lifestyle isn't all private jets and luxury penthouses.

In this eye-opening episode, I peel back the curtain on the realities of life as a trust fund kid.

Discover why confusion, stress, and financial uncertainty are more common than yacht parties.

Listen while I break down what a trust is, explore the most common challenges trust beneficiaries face, and offer practical advice for navigating the world of inherited wealth.

Whether you're a current beneficiary or anticipating an inheritance, tune in for insights to help you understand your rights and build a more secure financial future.

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.