Anthony Gerardot, CFP, APMA, CKA

10/10/2026

10/09/2026

Your Medicare plan may have worked well this year. That doesn’t mean it’s still the right fit going forward.

Premiums, drug coverage, provider networks and your own health needs can change. Medicare Open Enrollment, October 15–December 7, is your annual opportunity to review the details before 2027.

We can help you think through how your Medicare choices fit into your broader retirement income, health care costs and financial plan.

https://bit.ly/4e5yahF

10/08/2026

Doing the right thing for clients is always the right choice.

10/07/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.

10/05/2026

Wondering what this election year might mean for your investments? Historically, midterm election years have often brought increased market uncertainty as investors assess potential policy and economic impacts.​

While short-term swings can be uncomfortable, maintaining a long-term perspective remains important. ​

If you have questions about how current events fit into your financial strategy, let's connect.

10/03/2026

Our team spent a few hours in friendly competition during our 3rd Annual Pickleball Tournament. A few observations:
1. As the oldest member of our team, Chuck Gemmer schooled the younger ones on how this game is really played. He and advisor Daniel Pugh won first place. Woo-hoo!
2. Nobody got hurt. Several of us were sore the next day, but no paramedics were called.
3. Marc Klein brought the refreshing beverages and his "heckler" spirit.
4. Everyone had a good time and voted to keep this outing in the early fall when the weather is a little cooler.

10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.