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© 2020 Brickley Wealth Management
Blog

Our Insights

Today’s markets, investment trends and financial strategies.

by Category
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Financial Uncertainty
March 14, 2023

An Update About Silicon Valley Bank

On Friday, March 10, 2023, Silicon Valley Bank was shut down by bank regulators. This piece is meant to be an overview of events. Note this is an event where next steps are being updated daily, so answers are subject to change.

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Tax Planning
Estate Planning
Charitable Giving
Financial Planning
March 6, 2023

Gift Tax Explained: Who Pays, How Much, FAQ

Here are a handful of common questions and answers to help you understand the ins and outs of the annual gift tax exclusion.

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Firm Letters
January 3, 2023

Reflecting on 2022

We would like to wish you a happy new year and express our sincere gratitude for your continued partnership and trust in our firm, our work, and our people.

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Investing
Financial Uncertainty
June 16, 2022

Patience Is an Investing Virtue

Given the current market decline, you may be wondering: is this stock market drop normal or is it unique?

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Investing
Financial Uncertainty
February 25, 2022

In Light of Ukraine

While the nation mourns the conflict underway in Ukraine, we felt it prudent to provide some financial insight on your investment portfolios.

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Financial Planning
Inflation
June 9, 2021

Are Inflation Fears Overinflated?

More than any other topic today, inflation seems to be top of mind for many. We want to discuss inflation, highlight the reasons for the recent increase in inflation, and provide a long-term outlook for inflation.

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Financial Planning
May 11, 2021

Reviewing the Potential Impact of Biden's Tax Changes

Last month, President Biden unveiled the American Families Plan. As part of the plan, Pres. Biden discussed how he intends to raise the revenue necessary to pay for his proposal.

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Investing
August 27, 2020

Check Your Emotions At The Door

2020 has been one of the most challenging and confusing years on record for investors. The swiftest market decline in history was followed by an abrupt, about-face recovery.

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Stock Options
Investing
July 1, 2020

A Historic Quarter for Stocks

The S&P 500 just closed with its second best quarter in 30 years. The rapid rise and recovery of the US stock market over the past 3 months has been thanks in large part to the $1.6 trillion stimulus package from the Federal Reserve and Congress.

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Investing
May 6, 2020

An April To Remember

The US stock market just wrapped up its best month in 30 years. The global stock market finished with its second best month. If you blinked, there is a good chance that you missed it. Let’s take a moment to put recent market movements into perspective and briefly discuss why the stock market is likely to rebound before the economy does.

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Firm Letters
Investing
April 8, 2020

Planning For Uncertainty

In response to the economic environment, we will be releasing a series of letters over the coming weeks that discuss how our office views managing wealth during an uncertain economic environment.

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Investing
March 2, 2020

Coronavirus Has Spread To The Stock Market

Nearly 3 months after the coronavirus was first reported to the World Health Organization, the virus’s impact has finally been felt by the stock market. Mounting concerns about supply chain disruption and the impact on global growth has led to one of the swiftest declines in stock market history. When it comes to your investments our message is simple – don’t panic.

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Brickley Wealth Management is a Registered Investment Adviser*. Advisory services are only offered to clients or prospective clients where Brickley Wealth Management and its representatives are properly licensed or exempt from licensure. The information throughout this website is solely for informational purposes. The content is developed from sources believed to provide accurate information, and we conduct reasonable due diligence review however, the information contained throughout this website is subject to change without notice and is not free from error. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Readers should conduct their own review and exercise judgment prior to investing and should carefully consider their own investment objectives and not rely on any post, chart, graph or marketing piece to make a decision. No investment or tax advice may be rendered by Brickley Wealth Management or Brickley & Company unless a client service agreement is in place. We are not providing any personalized investment advice through this website. Please consult your investment, tax, or legal advisor for assistance regarding your individual situation. Brickley Wealth Management does not provide legal advice, and nothing in this website shall be construed as legal advice. For more information on our firm and our advisers, please see the latest Form ADV and Part 2 Brochures and our Client Relationship Summary https://adviserinfo.sec.gov/firm/summary/287487. For a copy of our Privacy Notice, please go here.

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2020 Brickley Wealth Management. All rights reserved.
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