Aldrich Wealth

Aldrich Wealth’s Nicole Rice, Partner + Chief Growth Officer, and Darin Richards, Partner + Chief Investment Officer, discuss Q2 market performance and what to anticipate in the second half of 2024. Click the link below to gain a deeper understanding of how: -US stocks gained on the quarter due to falling inflation, a cooling labor market, and strong earnings growth. -International stocks were mixed in Q2 – the European Central Bank (ECB) cut interest rates by 25 bps, developed markets ticked down in dollar-denominated terms, but emerging markets gained amid strong economic growth. -Bond yields rose slightly as the Federal Reserve (Fed) noted the need for additional cooling in the economy before the rate cutting cycle begins, though still penciled in a rate cut this year. https://lnkd.in/g2Qd9C_i #InvestmentOutlook #FinancialInsights #Q2Analysis #Aldrich Wealth

Please join us in congratulating Kathy Peterson, CPFA, CRPC®, AIF® on her new role as Director of Corporate Retirement Plans! 🎉 Kathy has been with Aldrich Wealth for five years, leveraging her experience in the financial and retirement plan industry as she mentors team members and provides clients with exceptional service. We are grateful to be a part of her growth! Click the link below to get to know more about Kathy! https://lnkd.in/gWa_Wb2T #PromotionSpotlight #CareerGrowth #Leadership #ProfessionalGrowth #AldrichWealth

Ever wonder what steps should be taken if you won the lottery? Scott Barchus has guided clients through this exact process and shared his expert insights on what lottery winners should consider. Click the link below to read Scott’s Q+A, covering everything from handling the winning lottery ticket to essential financial planning strategies. https://lnkd.in/gGtpsPmd #NationalLotteryDay #LotteryWin #FinancialPlanning #FinancialAdvisor #AldrichWealth

Please join us in congratulating Kathy Peterson, CPFA, CRPC®, AIF® on her new role as Director of Corporate Retirement Plans! 🎉 Kathy has been with Aldrich Wealth for five years, leveraging her experience in the financial and retirement plan industry as she mentors team members and provides clients with exceptional service. We are grateful to be a part of her growth! Click the link below to get to know more about Kathy! https://lnkd.in/gWa_Wb2T #PromotionSpotlight #CareerGrowth #Leadership #ProfessionalGrowth #AldrichWealth

Equity-based compensation plans can be a powerful aspect of your financial strategy. To ensure the decisions you make align with your long-term financial goals, read Kelsey Walker, CFP®, CDFA®'s executive compensation article to understand the benefits of different compensation structures. https://lnkd.in/gd8EWGbF #ExecutiveCompensation #EquityBasedCompensation #Executives #WealthManagement #AldrichWealth

July 1st marks Financial Freedom Day - a day to focus on achieving financial independence. We took this opportunity to connect with several of our advisors to learn what financial freedom means to them. Swipe through to read their insightful quotes! #FinancialFreedomDay #FinancialPlanning #WealthManagement #AldrichWealth

Please join us in welcoming our summer interns, Peter Nordlund, Peyton Wood, and Jake Leonard! Peter graduated from George Fox University in June and enjoys exploring national parks outdoors. Peyton is going into his senior year at George Fox University, where he is double majoring in financial planning and business management while pursuing his CFP. Jake recently graduated from UCLA, where he majored in economics and spends his free time seeing live music.   #SummerInterns #CareerOpportunities #CompanyCulture #AldrichWealth

It was great hosting our India team at our Carlsbad and Lake Oswego offices! This visit not only provided the opportunity for team bonding but also reminded us the importance of fostering relationships, no matter the distance. #GlobalTeam #AldrichWealth #TeamBonding #BelongHere #PrioritizingPeople

We are ecstatic to share we have been recognized by Accounting Today as a 2024 Top Firm by AUM for ninth consecutive year. Click the link below to learn about this award and hear from our CEO Scott Barchus about what this recognition means to our team. https://lnkd.in/gN3jBBRy   #AldrichWealth #WealthManagement #TopFirmbyAUM #Award #AccountingToday

Join us in congratulating Darin Richards on celebrating 20 years with Aldrich Wealth. Darin's leadership, mentorship, and commitment to serving our clients have been paramount to our firm and an inspiration to our team members. We are immensely grateful to have Darin as our chief investment officer - cheers to many more years! #AldrichWealth #Leadership #CareerMilestone #ChiefInvestmentOfficer #TeamCulture