(248) 891-8712 | mike@investwisewealthmanagement.com

  • Home
  • About Us
  • Solutions
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Tax Planning
  • Education
    • Insights
    • Guidebooks
    • FAQs
  • Contact Us
  • Home
  • About Us
  • Solutions
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Tax Planning
  • Education
    • Insights
    • Guidebooks
    • FAQs
  • Contact Us
Stocks Bonds and Mutual Funds Explained in Plain English

Stocks Bonds and Mutual Funds Explained in Plain English

by Admin | Sep 18, 2025 | Unordered Content: Blog Posts

Investing can feel overwhelming, especially with all the financial jargon that gets thrown around. But at its core, most portfolios rely on three simple building blocks: stocks, bonds, and mutual funds. These instruments form the foundation of investing because they...
How to Decide Between Term and Permanent Life Insurance

How to Decide Between Term and Permanent Life Insurance

by Admin | Sep 18, 2025 | Unordered Content: Blog Posts

Life insurance is one of the most important financial tools for protecting your loved ones. It provides a financial cushion in the event of your death, helping your family maintain stability and meet ongoing expenses. However, with several types of life insurance...
How Compound Interest Builds Wealth Over Time

How Compound Interest Builds Wealth Over Time

by Admin | Sep 18, 2025 | Unordered Content: Blog Posts

The concept of compound interest is often referred to as one of the most powerful tools for growing wealth. While it may sound complex, the principle is straightforward: compound interest allows your money to earn returns not only on the original amount you invested...
Wills vs Trusts Which Is Right for Your Situation

Wills vs Trusts Which Is Right for Your Situation

by Admin | Sep 18, 2025 | Unordered Content: Blog Posts

When it comes to estate planning, two of the most common tools are wills and trusts. Both serve the purpose of directing how your assets are handled after death, but they operate in different ways and offer distinct advantages. Choosing between them — or deciding...
Breaking Down Fixed Index Annuities What Sets Them Apart

Breaking Down Fixed Index Annuities What Sets Them Apart

by Admin | Sep 18, 2025 | Unordered Content: Blog Posts

Retirement planning often involves balancing two competing goals: preserving principal and achieving growth. Fixed Index Annuities (FIAs) have become increasingly popular because they offer a way to bridge this gap. By combining the security of traditional fixed...
The Difference Between Wealth Management and Financial Planning

The Difference Between Wealth Management and Financial Planning

by Admin | Sep 17, 2025 | Unordered Content: Blog Posts

When it comes to managing money, two terms often arise: financial planning and wealth management. At first glance, they may seem interchangeable, but they serve distinct roles in shaping financial success. Understanding the differences between these services helps...
« Older Entries
Next Entries »

Recent Posts

  • The Role of Alternative Investments in Wealth Management
  • The Benefits of Roth Accounts for Tax Free Withdrawals
  • Strategies for Maximizing Benefits as a Married Couple
  • The Power of Catch Up Contributions After Age 50
  • (no title)

Recent Comments

No comments to show.
Schedule A Consultation

Contact Us

(248) 891-8712

Email Us Directly

4134 Binghampton Ct.,

Clarkston, MI. 48348

Solutions

Financial Planning
Retirement Planning
Investment Manager
Tax Planning

Education

Insights
Guidebooks
FAQs

Compliance Statement:

The content found on this website has been developed from various sources that are believed to be providing accurate information. None of the content on this website is intended as tax, financial, or legal advice. Please consult with a legal, financial, or tax professional for specific information regarding your individual situation. The content and materials found on this website are intended to create client awareness and for educational purposes. Additionally, to promote interest in the various subject matter and services that may be offered through the InvestWise Wealth Management, Inc.. Materials on this website do not address any individual’s specific situation and are not to serve as the basis for any investment decision or advice and should not be construed as a solicitation to invest. The content herein is based on the latest information available to the public and, while deemed to be accurate, is not guaranteed. Numerical information, charts, graphs, formulas, calculations and data set, etc. are for example and illustrative purposes only. For additional information, please contact the InvestWise Wealth Management, Inc. or your Investment Advisor directly.

Asset Management and Investment Advisory Services provided by the Investment Advisor Representatives offered through Caitlin John, LLC., a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / Toll-Free 877-238-1680. InvestWise Wealth Management, Inc. and Caitlin John, LLC. are separate entities and are not affiliated.

In general, as related to investing and investment strategies, there is potential for profit as well as the possibility of loss, including the loss of Principal. Past performance does not guarantee future returns. Investors should thoroughly evaluate their financial goals, objectives, and risk tolerance with their Advisor before investing.

To access the following compliance forms, please visit www.caitlinjohn.com.

Caitlin John Form ADV 2A Brochure | Caitlin John Wrap Fee Brochure | Customer Relationship Summary | Privacy Disclosure Statement

© InvestWise Wealth Management, Inc. | Web Design by EliteAMG