Market Week: July 27, 2026 (Video)
- Broadridge Content
See key market data for the week ending July 24, 2026.
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Watch Out for Crypto Scams
- Broadridge Content
Crypto scammers are professional con artists. Here are some red flags to watch out for.
SIMPLE IRA Plan
- Broadridge Content
If you are self-employed or own a small business, you may be able to establish a savings incentive match plan for employees (SIMPLE) IRA plan. A SIMPLE IRA plan is a salary reduction retirement plan for certain small businesses that is established in the form of employee-owned traditional individual retirement accounts (but with a higher contribution level). To qualify, you can't maintain another employer-sponsored retirement plan and must have no more than 100 employees who were employed in the past year and who earned at least $5,000. The SIMPLE IRA plan is funded with voluntary employee contributions and mandatory matching or nonelective contributions by the employer. Establishing such a retirement plan can provide you with a tax-advantaged way to save funds for your retirement; it may also help you attract and retain qualified employees.
WiseBridge Wealth Management
WiseBridge Wealth Management’s mission is to help you reach your ideal lifestyle through successful financial planning. Through economic uncertainty, market fluctuations, and technology shifts, we’ve helped our clients build wealth in all stages of life, plan for retirement, and achieve financial independence. By getting to know our clients’ goals, dreams, and aspirations, we can help them reach their ideal financial goals and develop partnerships that last a lifetime.
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Retirement Planning
Create a roadmap for the retirement you've worked hard to achieve.
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Proactive Tax Planning
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Medicare and Health Insurance
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Estate Planning
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Risk Management
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Portfolio Management
Stay aligned with your goals through ongoing investment oversight, monitoring, and portfolio adjustments.
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Featured Service: Retirement Planning
Our team will help you get retirement right. We’ll put together a customized blueprint for accumulating wealth, protecting your wealth during retirement, and help ensure your retirement income meets your needs.
Personalized guidance, straight from the source.
Insights From Our Team
Employee Sponsored 401K
Learn how a 401(k) can benefit both employers and employees—and how WiseBridge helps make the process simple and strategic.
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New Asset Class with Cindy and Corey
Cindy and Corey share a quick overview of a new investment opportunity—and what it could mean for your portfolio.
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After Discovery Meeting
Wondering what happens next? Cindy walks you through the steps that follow your initial planning conversation.
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