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Monday, May 4, 2026

It’s “Earnings Season,” and it happens four times a year. Investors will hear about the economy from companies operating on the front lines. It's a great time to take a second look at your portfolio.

Monday, April 27, 2026

HI Impactful tax events can be overlooked when they do not receive the same strategic, consistent, year-round focus as other areas. Read more about year round tax planning events in this great article: https://www.wealthmanagement...

Monday, April 6, 2026

Hi everyone I just read a great article on fraud risks that I wanted to share. According to a FINRA study, despite conducting more due diligence, social media users and finfluencer followers are more vulnerable to fraud, with higher...

Friday, April 3, 2026

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

Monday, March 9, 2026

Although the IRS started accepting tax returns on January 26, 2026, some “soon-to-be” filers may have lingering questions about how to identify the new Trump accounts on their federal tax return. Here’s a recap of what’s known about...

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Wednesday, February 4, 2026

Retirement isn’t the finish line for planning—it’s the start of a new phase called the distribution stage. This stage focuses on preserving savings, creating reliable income, and preparing for the unexpected. With the right habits, you...

Tuesday, January 27, 2026

Hi everyone, Public equity gains have pushed many investors’ portfolios beyond their intended risk levels. Instead of moving to cash, high‑net‑worth investors can crystalize gains by rebalancing into income‑oriented private...

Monday, January 19, 2026

With tax season on the horizon, a little preparation now can make the process much smoother later. This time of year often brings plenty of paperwork and deadlines, so consider this a friendly nudge to start gathering what you’ll need...

Thursday, January 1, 2026

Cetera Investment Management is pleased to release its annual Market Outlook for 2026 titled, "Economic Resilience Meets Elevated Expectations." As we enter 2026, the U.S. economy faces a mix of structural shifts and fiscal...

Friday, December 19, 2025

Hi! I just came across this insightful Yahoo Finance article — it forecasts a surprising rebound in the housing market in 2026, with mortgage rates dipping into the low‑6% range and home sales expected to surge. It's worth a read if...

Tuesday, December 2, 2025

Your peak earning years are a powerful time to build financial momentum—but it takes more than income. Strategic planning and informed decisions are key. As the year ends, consider these five areas to strengthen your financial...

Monday, December 1, 2025

Hi Everyone! I just read a very interesting article on Gen X and their retirement readiness. I thought I'd share it with you here: https://finance.yahoo.com/news/more-half-gen-x-doesnt-181500119.html?guccounter=1 As always, I welcome...

Saturday, November 1, 2025

As the year winds down, it’s the perfect time to take strategic action to preserve your wealth, optimize your tax exposure, and build a lasting legacy. Whether you're focused on growing investments, giving with intention, or preparing...

Monday, October 20, 2025

Did you know that women reach their peak earnings at age 44—a full 11 years before men?1 There are a variety of reasons for this gap—including trends for specific career fields, the choice to start a family, and ethnicity—but it can...

Wednesday, October 1, 2025

Budgeting is a powerful first step on the path to building wealth as a young investor. By establishing mindful financial habits now, you can build a solid foundation to support your long-term financial goals. Here are ten budgeting...

Tuesday, September 9, 2025

It’s FAFSA time! As your student prepares for college, they can now fill out a Free Application for Federal Student Aid, or FAFSA, for the upcoming school year. Even if your student won’t require help from the government, filling out...

Friday, September 5, 2025

It’s time for your life insurance checkup. September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 If you don’t have any life insurance, you’re not alone. Life insurance is one of those...

Friday, August 15, 2025

Social security income might be subject to taxes. A financial advisor can help you better understand your tax liability in retirement.

Friday, August 1, 2025

This is an age-old question clients ask all the time. Let’s help settle this debate by explaining and comparing two of the most popular ways to save for retirement—the 401(k) plan and the IRA (Individual Retirement Account). 401(k)...

Thursday, July 17, 2025

HI! This is a great article! https://www.wealthmanagement...

Tuesday, July 1, 2025

Estate or legacy planning is a vital way to help you plan for your family’s future. It involves two steps: Making legally effective arrangements to preserve your wealth Employing effective strategies for transferring your wealth...

Monday, June 2, 2025

Today’s financial landscape is filled with opportunities there is no one-size-fits-all approach. Investing is a deeply personal process that should reflect your goals. A tailored approach can help you pursue your gaols with confidence.

Thursday, May 29, 2025

Every family knows that it’s important to start saving early for their kid’s education. But many don’t know where to start. 529 plans are poplar tools for investing towards education

Tuesday, May 6, 2025

Today’s financial landscape is rich with opportunities, but many still believe in following a ‘cookie-cutter’ approach to investing and building wealth. In truth, investing should be a personalized process, shaped by your goals,...

Sunday, April 27, 2025

Learning positive money habits at a young age will reap life-long benefits.

Monday, April 14, 2025

Financial Literacy Month. Nearly 74% of teens desire to be financially literate, and 86% want to learn how to invest. Here's some ideas.

Friday, April 11, 2025

Financial conversation are more important than ever.  Sharing knowledge and experience across generations can strengthen financial confidence and create a supportive environment for achieving goals. 

Thursday, April 10, 2025

Paying down debt is an essential component of savings. Paying down debt IS saving because reducing debt not only improves financial health but also creates more room in your budget for future savings. 

Wednesday, April 9, 2025

How do you save for major milestones when everyday expenses demand so much of your resources? Saving for competing priorities can be daunting, but manageable, achievable steps can make all the difference.

Tuesday, April 8, 2025

Everyone will face unexpected costs -whether it’s a car repair, a medical bill, or an emergency home expense. An emergency fund is important to help prepare for life’s curveballs.

Monday, April 7, 2025

Sometimes the simplest actions create the strongest foundations - like saving automatically to build financial security. Saving is a habit, not a destination! Red on for important tips.

Friday, April 4, 2025

After market close Tuesday, President Trump announced the long-awaited new tariffs set to begin in the coming days. The magnitude of the tariffs was greater than investors had anticipated, leading equity futures market to sell off.

Monday, March 17, 2025

Many estate-planning attorneys use a personal property memorandum (memo) for the disposition of personal property. As helpful as this practice may be in facilitating the changing wishes of the client, is it opening the door for...

Thursday, March 13, 2025

What inflation looks like in different sectors

Tuesday, March 11, 2025

Market fluctuations can be unsettling. Historically however, February tends to be the worst month for stock performance in post-election years. Alhough we have no idea how 2025 will unfold, we can look to historical trends for relief.

Friday, March 7, 2025

Employee Appreciatiion Day

Tuesday, February 11, 2025

Make a new friend day!

Tuesday, February 4, 2025

The SECURE Act 2.0 introduced a $11,250 catch-up contribution for those aged 60-63. this offers an opportunity to reevaluate their contributions and potentially invest more money into their retirement strategy

Monday, January 6, 2025

National Hot Tea Month in the coldest mont of the year

Friday, January 3, 2025

Tips for Financial Wellness Month

Tuesday, December 3, 2024

What if you could grow your wealth while contributing to a better world? Socially responsible investing (SRI), also known as impact investing, can help position you to do just that. SRI is an investment philosophy that prioritizes...

Tuesday, November 26, 2024

Hey everyone, Internet scams and various forms of fraud are on the rise. During International Fraud Awareness Week, I wanted to share stories and tips to help you protect yourself. Check out this important article here: https://www...

Wednesday, November 6, 2024

I justread this great aricle about data theft and secuirty scams. I thought I'd share with you. As always, if you have questions or concerns I look forward to chatting with you. https://www.wealthmanagement...

Friday, November 1, 2024

Are you interested in growing your wealth while also making a positive impact on the world? Call Steve to see how he can help grow your wealth in socially responsible ways.

Wednesday, October 30, 2024

As you have noticed, the days are getting shorter – and we are coming to the end of Daylight Saving Time for the year. On the first Sunday of November at 2:00 am, most of America will “fall back” into Standard Time. Be sure to turn...

Tuesday, October 15, 2024

Navigating Fluctuating Finances October can be a volatile financial month, especially as we approach an election season. It is normal to feel uneasy when markets fluctuate wildly. However, having a clear understanding of your financial...

Tuesday, October 15, 2024

During this terrible and destructive hurricane season, our hearts are with Asheville, the Gulf Coast, and other impacted communities. If you’re like me, your mind might go to this famous quote by Fred Rogers from television’s Mister...