Optimal Wealth Strategies
1223 George C. Wilson Dr.
Augusta, Georgia 30909

706-814-0178
office@optimalwealth.us

What’s in the News

Find out what is going on in the world of financial planning. We direct you to resources that will help you with your financial plan.

Retailers Have Back-to-School in the Bag

As students return to classrooms, pent-up demand is expected to produce a strong buying season By Jinjoo Lee July 26, 2021 7:00 am ET After more than a year of on-and-off Zoom schooling, parents have a fair bit of back-to-school shopping to do as children return to...

Krispy Kreme Shares Rise in Return to Public Market

Krispy Kreme, known for its glazed doughnuts, has been in business for more than 80 years. Photo: Angus Mordant/Bloomberg News By Allison Prang Updated July 1, 2021 Krispy Kreme Inc. DNUT -9.10% closed its first trading day with shares up 24%, marking a return to the...

The Pandemic’s Financial Toll on Women

The Pandemic’s Financial Toll on Women

In April alone, the U.S. lost more than 20 million jobs — increasing the unemployment rate to 14.7%. Researchers say one of the demographics hit hardest during the pandemic is women workers. Women tend to hold a disproportionate number of jobs in industries such as...

COVID-19 Analyst Phone Call

COVID-19 Analyst Phone Call

Attached is an audio recording we had with one of our analysts March 24th on the current state of the Markets. Its a little long but we figured with everyone quarantined, you'd have some time to listen! Below is Phil's Bio. His firm is what you would call truly...

June Market Update

June Market Update

This not the Fall of 20181. The Fed tightening into a slowing global economy was the cause of the December collapse last year not China/US trade concerns.2. Both the US and China are currently stimulating their economies with monetary and fiscal initiatives; the near...