Every week we share timely insights on the markets, financial planning, and what’s shaping the economy. In this recap, we highlight the articles and podcast episodes that drew the most attention this quarter—giving you a chance to revisit (or catch for the first time) the ideas and perspectives our readers and listeners valued most.
Plus, don’t miss two upcoming webinars we’re excited to share—mark your calendars!
Read…
Listen…
Catch up on our most listened-toWealthy Behavior podcast episodes.
🎧Click the image to visit the podcast page, or listen on Apple Podcasts, Spotify, or wherever you get your podcasts. We release two new episodes each month—make sure to subscribe so you don’t miss one!
Don’t Miss Our Upcoming events!
Do you have questions you’d like answered? Submit them during registration or during the live webinar.
Join our Fall Market Outlook webinar to hear an update on recent market events, what to watch for, and expectations for stock and bond markets through 2025 and beyond.
Click the image to register.
Join us for Year-End Planning Strategies, where we’ll share actionable insights to help you maximize your wealth and prepare for the changes coming in 2026. We’ll also discuss key provisions of the One Big Beautiful Bill Act (OBBBA) and how they will impact individuals and business owners.
Click the image to register.
We’re grateful for your continued interest in our insights and hope these highlights help you stay informed and confident in your financial journey. Be sure to check back regularly for new content—and if there’s a topic you’d like us to cover, we’d love to hear from you.
