7 - Warren Street Wealth Advisors

Recent Posts

Introducing Warren Street Global Equity ETF (WSGE) – An Informed Approach to DiversificationDecember 12, 2025 - 8:00 am
We’re thrilled to announce a major milestone for our firm and our clients: the launch of the Warren Street Global Equity ETF (NASDAQ: WSGE)! This new Exchange-Traded Fund (ETF) is now available, bringing our disciplined investment philosophy to the public in a convenient, accessible format.
Claiming Social Security: What’s a Break-Even?December 9, 2025 - 1:04 pm
When should you start Social Security benefits—at 62 for smaller checks now, or 70 for larger checks later? This blog explains the crucial concept of the “break-even” age: the point where delaying your claim results in a greater total lifetime benefit. We illustrate the trade-offs between claiming at 62, 67, and 70, showing how your estimated life expectancy (with break-evens ranging from 78 to 82) is the key factor in this complex financial decision.
Decoding the AI Hype: How Today’s Market Compares to the Dot-Com BubbleNovember 19, 2025 - 7:06 am
Headlines are drawing parallels between the current AI-driven market surge and the late-1990s dot-com mania. Is history repeating itself, or is this time different? This post cuts through the noise, examining key differences like real earnings, profit margins, and underlying investment in AI infrastructure. We explain how a disciplined, data-driven investment approach is positioned to navigate various market outcomes. Get the essential context you need for your portfolio strategy.
Your Year-End Financial Planning ChecklistNovember 14, 2025 - 8:51 am
Don’t let tax opportunities and contribution deadlines slip by! This comprehensive guide walks you through the five most critical year-end financial moves: from maxing out retirement accounts and harvesting investment losses to optimizing tax deductions and securing your estate plan. Use these final weeks to gain financial clarity and set yourself up for a prosperous new year.

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