Todd Holubec

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

Millions more tourists could mean billions more in spending. The U.S. could see as many as 10 million more tourists for the World Cup. Early signs suggest that retail sales are already accelerating, and the tournament could also deliver a meaningful boost to June jobs data. Learn more in this report from the Ameriprise Investment Research Group.

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Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

8 risks that could slow the AI rally Could the AI engine overheat?

Even if you’ve hit your contribution limits, there are strategies to help you keep saving in a tax-efficient way. Reach out today to discuss your options.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

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