Westfield, MA 01085 USA
413-569-0015
office@drenenfs.com

Tag: investment strategies

Local providers in the entire state of Massachusetts

How To Build An Anti Fragile Financial Plan With 4 Buckets

July 26, 2024

Developing an antifragile financial plan involves purposeful resource allocation, effective protection measures, and thoughtful investment strategies. This article explores how to build financial resilience and navigate volatility for long-term success. Drenen Financial Services in Westfield, MA, is here to help you create a robust financial plan tailored to your unique goals. Call us at 413-569-0015 to set up an appointment or visit our office at 89 South Maple Street. Reach out through our contact page, follow us on Facebook, and explore our blog. For more information on financial planning, visit the Consumer Financial Protection Bureau website.

Quarterly Market Review: April-June 2024

July 15, 2024

The second quarter of 2024 was marked by a mix of highs and lows in the financial markets. From fluctuating stock performances to shifting bond yields and inflation concerns, investors faced numerous challenges. Our comprehensive review breaks down the key trends and data, providing you with the insights needed to navigate these dynamic conditions. Discover how various market sectors performed, the impact of economic data on investor sentiment, and what to watch for in the coming months. Stay ahead with our in-depth analysis and expert commentary.

How Much Can I Invest In A 529 Plan?

July 15, 2024

Understanding the contribution limits and investment strategies for 529 plans is crucial for maximizing your child’s education savings. This comprehensive guide covers everything from state-specific lifetime contribution caps to the benefits of regular monthly contributions and lump-sum gifting. Whether you’re a parent or grandparent, planning for your child’s future education expenses can be streamlined with the right knowledge and expert advice. Contact Drenen Financial Services in Westfield, MA, to set up an appointment and ensure you’re making the best decisions for your family’s financial future.

Contacts

Drenen Financial Services, Inc.
89 South Maple Street, Westfield, MA 01085

  (413) 569-0015
(413) 569-0811

Mon - Fri 9AM to 5PM
Evening and Saturday hours are also available by appointment.

All securities through Money Concepts Capital Corp. Member FINRA / SIPC. Drenen Financial Services, Inc. is an independent firm not affiliated with Money Concepts Capital Corp.

Customer Privacy Notice & TERMS

Client Relationship Summary

©  2024 Drenen Financial. Built using WordPress and the Mesmerize Theme