Nick Hopwood, Just 1/3 of Americans have an estate plan

Nick Hopwood, certified financial planner and founder of peak wealth management, who oversees over $300 million for retirees and small business owners. Nick and his team of CFP's inspire great financial decisions so. you can retire with peak confidence. visit peakwm.com/ gruber for your complimentary roth conversion analysis. nick hopwood, cfp and founder of peak wealth, managing over 300 million for small business owners and high net worth individuals. You can learn more from nick on his podcast, entitled "trust the plan" - Just search out “Nick Hopwood" in your favorite podcast app or on YouTube. Get a second opinion at peakwm.com/ gruber

 

1. just 1/3 of Americans have an estate plan

2. over 58% of Americans use turbo tax to file their taxes

each year

3. In April, over 480k homes were listed on the market - a

record going back to 2008. (this is just new listings)

4. Fed - 65% chance of a rate cut in sept

5. May - stocks had their best May in 15 years!

6. according to deutsche bank, the biggest 10% of all

stocks account for over 75% of the market capitalization

- this is a new record.