Posts by Harmony Wagner
Q3 2025 Market Update: Government Shutdowns & All-time Highs
Watch our latest market update webinar where we unpack what shaped the markets and economy during Q3, review the major factors influencing performance year-to-date, and share our outlook as we move into the final quarter of 2025. The discussion is led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra. Topics Include: Q3…
Read MoreThe Retirement Gap Years
The Gap Years: Understanding Key Retirement Milestones to Maximize After-Tax Wealth Written by: Harmony Wagner, CFP, CPWA Many young professionals in their working years focus on building their wealth. As retirement approaches, the impact of taxes narrows the focus to maximizing the after-tax value of one’s wealth. With required minimum distributions on the…
Read MoreOur Thoughts On The Bond Market
As much as our daily discussion focuses on the stock market, the bond market has been almost as interesting and important so far year to date. We always talk about the S&P and how the biggest stocks are doing, but gathering insights and having a plan within the bond market has been just as critical.…
Read MoreTesting the Lows
It’s Saturday morning and I wanted to share some thoughts that both Ryan Bouchey, CFP® CPA, our Chief Strategy Officer and VP, and I had on the markets with all the volatility over the past couple weeks. Investors’ emotions are being tested again as we retest the lows of June 16th and there’s a feeling…
Read More