Joseph Budd: Budd Wealth Management

10/13/2026

Market headlines can change quickly, but understanding what they mean for your long-term financial goals is what matters most.

Each week, LPL Research provides timely insights on the markets, economy, and key events shaping the financial landscape. This brief update can help you stay informed and focused on what matters most to your financial future.

Read the full Weekly Market Commentary: https://www.buddwealth.com/weekly-market-commentary-kf26a

10/09/2026

Social media has made financial information more accessible than ever, but not all advice comes from qualified sources. A recent study found that only a small percentage of financial content creators have the credentials or experience needed to provide investment-related guidance.

That's why it's important to consider the source before making financial decisions. Seeking information from trusted professionals and reputable educational resources can help you better understand your options and make informed choices.

For ongoing financial education, market insights, and retirement planning resources, be sure to follow our page.

A new analysis of financial videos on popular social-media sites finds that only a tiny sliver of content creators have relevant qualifications to offer investment advice.

10/08/2026

Many people assume their will determines who receives all of their assets. However, certain accounts, such as retirement accounts, life insurance policies, and some bank accounts, typically pass directly to the beneficiaries listed on those accounts, regardless of what your will says.

It's important to review beneficiary designations regularly, and keep these designations up to date to help ensure your estate plan reflects your current wishes.

Estate planning is about more than creating documents. It's about making sure all the pieces work together.

Interested in reviewing your strategy? Schedule a conversation: https://oncehub.com/JosephBudd

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

"When should I update my estate plan?"

Estate plans aren't meant to sit untouched for decades.

Marriage, divorce, births, deaths, and significant financial changes can all warrant a review.

Keeping documents current helps ensure your wishes remain clear.

Schedule a conversation here if your estate plan could use a second look: https://oncehub.com/JosephBudd

10/05/2026

Financial headlines change every day, but what matters most is understanding how current events may fit into your long-term financial picture.

Our latest recap highlights key economic and market developments from the past month in a simple, easy-to-understand format. It's designed to help you stay informed without getting overwhelmed by the daily news cycle.

If recent headlines have you wondering whether your retirement, investment, tax, or estate planning strategies still align with your goals, now may be a good time for a conversation: https://oncehub.com/JosephBudd

10/02/2026

Not every market development is purely positive or negative.

While higher bond yields have raised borrowing costs, they may also create opportunities worth considering within a well-diversified financial plan.

The sharp rise in borrowing costs has raised justified alarm, but there are benefits too.

10/02/2026

When headlines focus on interest rates and inflation, it's natural to wonder what it means for your financial plan. While Federal Reserve officials continue to monitor inflation and economic conditions, markets are constantly adjusting expectations based on new information.

The reality is that no one can predict future rate decisions with certainty. That's why it's often helpful to focus on the factors you can control, such as maintaining a well-structured financial plan, staying diversified, and keeping your long-term goals at the center of decision-making.
Read the article to learn more about what policymakers and markets are watching.

The Fed official said inflation was the central bank's 'big challenge.'

10/01/2026

Scammers are continually finding new ways to target individuals and families, and emerging technologies like deep fakes are making these threats more convincing than ever.

Join us for "Scams, Frauds & Deep Fakes: Smart Rules Every Family Needs to Know Now" and learn practical steps that can help you recognize warning signs, protect your information, and have important conversations with loved ones about financial safety.

Register today:

Welcome! You are invited to join a webinar: Scams Frauds and Deep Fakes: Smart Rules Every Family Needs to Know Now. After registering, you will receive a confirmation email about joining the webinar.

09/29/2026

📈 Higher interest rates, geopolitical uncertainty and AI investment concerns have added to the market's growing "wall of worry."

While these factors may create short-term volatility, strong earnings and a resilient economy continue to support a constructive long-term outlook.

🔗 Read this week's market commentary to learn more about the risks, opportunities and trends shaping today's market environment.

https://www.buddwealth.com/weekly-market-commentary-kf26a