Wealth Excel, LLC

Please find below the May 2021 Market Update Report. The objective of this report is to provide a quick look at the major events and performance of the overall economy and capital markets. If you are interested in adapting your portfolio to current market conditions or are interested in changing or adding new investment strategies, please contact us at [email protected] or 213-302-8000 ... #investment #economy #capitalmarkets #finance #marketupdates Link: https://app.mcmcrm.com/v2/preview/bDPemcGcT6uIXbyzBemA

Remembering and honoring our fallen heroes on this Memorial Day! #memorialday #thankyouforyourservice

Please find below the April 2021 Market Update Report. The objective of this report is to provide a quick look at the major events and performance of the overall economy and capital markets. If you are interested in adapting your portfolio to current market conditions or are interested in changing or adding new investment strategies, please contact us at [email protected] or 213-302-8000 ... #investment #economy #capitalmarkets #finance #marketupdates Link to view the report: https://app.mcmcrm.com/v2/preview/49Z88yZJmWKoFJEpcN0T

Click the link below if you or someone you know STILL needs major tax deductions for 2020 or 2021! Learn more about our Pre Tax Wealth Creation Blueprint or our Charitable Gift Financing Blueprint TODAY! https://lnkd.in/drp_bh7 #tax #retirement #retirementplanning #taxes #insurance #finance #financialplanning #moneysaver #PreTaxWealthCreationBlueprint #CharitableGiftFinancingBlueprint