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CLient Portal
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We work as a team at Arete Wealth Strategists, with every individual committed to working with you to achieve your financial goals. Each member of our team has a role to play, and I am excited to share that Amy Venegas will be joining us in the role of Client Service Manager.
By expanding our team, we will not only be able to continue to provide you with the same level of professionalism and advice that you are accustomed to, but Amy will be responsible for ensuring that your day-to-day service needs are met.
Amy earned her Bachelor’s degree from Blackburn College and studied abroad in Wales, UK. She has a background in delivering exceptional client service. Amy has utilized her administrative, leadership and operations expertise in IT, higher education and, now, financial services. Amy enjoys spending time with her two canine kids, Chance and Tyson, as well as the rest of her human family. Amy is also a passionate bachata and salsa dancer.
We’re excited to see her apply her experience, education and passion for helping others here at Arete Wealth Strategists.
I hope that you will join me in welcoming Amy Venegas as a part of your team as we work together to help you reach your financial goals.
We work as a team at Arete Wealth Strategists with every individual committed to working with you to achieve your financial goals. Each member of your team has a role to play, and as you may know, commencing in the first quarter of this year, Kellen Enright CFP® GFP(USA) EA has been promoted to Associate Wealth Advisor.
Kellen and I have worked together for the past four years, and client’s have only had glowing praise for his service oriented approach and expertise. By expanding our team we will not only be able to continue to provide you with the same level of professionalism and advice that you are accustomed to, but Kellen will be able to actively share his/her experience in tax, having attained his Enrolled Agent (EA) designation.
To ensure that Kellen is able to share his experience and expertise, while getting to know you personally, he will be attending our upcoming review meetings and taking a more active role in our work together over time.
I understand that you have several questions regarding my and Kellen’s involvement and role going forward. We will be sharing more with you in our next review meeting and welcome any questions that you may have. Should you have additional questions, I would be more than happy to discuss them with you personally.
I hope that you will join me in welcoming Kellen as a part your team as we work together to help you reach your financial goals.
Invited by my friend, daughter’s school mate’s parent, host of the podcast Team Guru, and all around good guy, Dave Frizzell, I signed up to complete the 40km cycling leg in this corporate relay team. Dave did a cracking swim, I did my best on the ride and our runner John, gave it his all. We finished first out of 42 corporate clubs!
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There’s no sugar-coating the news: the U.S. and global markets took a hit in the first three months of 2022, offering investors an experience that they haven’t been accustomed to during the long bull market: a bit of red ink on their performance statements. The only bright spot is commodities—but it’s doubtful that anyone with recent experience at the pump is cheering the turmoil in global oil prices.
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Alternatives Progress
Spiking oil and gas prices have put a new spotlight on alternative energy sources; in particular, how their costs have come down in recent years to become competitive with fossil fuels. The most common measure, used by the U.S. Energy Information Administration, looks at your electric utility bill and then compares the cost of various energy sources to produce the juice that flows through the grid into your home.
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Look Less, Sleep Better
The recent spate of choppy markets (up one day, down the next, up the next) has been accompanied by some articles suggesting that the fewer times we look at the markets, the less risky they seem to be.
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Sharing the Pain
There’s no question that gasoline prices at the pump are awfully high right now. American drivers are paying an average of $4.69 a gallon, by recent estimates, compared with $2.87 a year ago.
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Why the U.S. Investment Environment Comes Out On Top
Most everyone would agree that owning international investments through a managed investment vehicle (e.g. ETF/Mutual Fund) within your U.S.-based portfolio can be a good way for investors to diversify their holdings and take advantage of global opportunities.
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What To Do If You Satisfy More Than One Country's Tax Residency Test
US citizens and U.S. permanent residents (green card holders) are considered tax residents of the U.S. regardless of whether they physically reside in the U.S. or not.
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Your Guide to Understanding Tax Residency Rules in the United States
Tax residency is a different type of residency than legal residency. To be determined a legal resident, an individual who has relocated to a foreign country needs to apply for citizenship, a visa, or their country’s version of the Permanent Resident Card, also known as a permanent visa.
Please let me know if we might be of assistance.
Have a wonderful rest of your day,
Ashley Murphy, GFP (USA/AUS) CFP® AIF®
Areté Wealth Strategists, LLC.
Access our comprehensive, unbiased financial guides here.
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