Forth Wealth Management

Forth Wealth Management Go forth with your financial future. • Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

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• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Financial markets don't take vacations. Volatility can pick up in summer, and this year there's no shortage of news that...
06/02/2026

Financial markets don't take vacations. Volatility can pick up in summer, and this year there's no shortage of news that could move markets.

financial markets don't take vacations. Volatility can pick up in summer, and this year there's no shortage of news that could move markets.

05/25/2026

A growing number of Americans are carrying credit card balances, highlighting ongoing financial pressure for many househ...
05/18/2026

A growing number of Americans are carrying credit card balances, highlighting ongoing financial pressure for many households.

Recent data shows that about 50% of credit card holders—roughly 111 million people—currently carry debt, marking a notable increase over the past several years.

At the same time, borrowing costs remain elevated. Average credit card interest rates are now above 23%, making it more expensive for balances to grow over time.

Some households are adjusting by cutting back on discretionary spending, delaying larger purchases, or relying more heavily on credit to cover everyday expenses.

These trends reflect how shifts in costs, interest rates, and income can influence day-to-day financial decisions across a wide range of households.

Check out CBS News for the full article.

05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

A growing number of families are facing a quiet but serious problem: adult children are being forced to step in and mana...
04/30/2026

A growing number of families are facing a quiet but serious problem: adult children are being forced to step in and manage aging parents’ finances before anyone has prepared for it.

Preparation protects both the parent and the caregiver from avoidable stress.

Taxes can be a snapshot of our money, and tax season can make most of us feel like we have a clear view of that photo. B...
04/21/2026

Taxes can be a snapshot of our money, and tax season can make most of us feel like we have a clear view of that photo. But is that photo clear?

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3277 Fruitville Road Building F1
Sarasota, FL
34237

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