Daniel Iachello, CFP CRPC APMA

10/18/2026

Should you take your Social Security at 62? Wait until you’re 70? Your retirement income deserves a strategy. Reach out to discuss your options.

10/16/2026

https://bit.ly/3VS09v5

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navigating the evolving investment landscape, let's connect to discuss your financial goals and strategy.

Why this phenomenon matters for investors.

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/13/2026

A 529 Plan has more flexibility than you might think, including helping your loved one save for retirement. Did you know there are many ways to repurpose unused 529 Plan funds — without penalty — even if your loved one does not go to college? Get in touch to discuss your options.

10/12/2026

+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.

10/12/2026

Don’t let normal market highs and lows throw you off balance. I can help you navigate any fluctuations and stay focused on your goals.

10/11/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/09/2026

https://bit.ly/4ATi3Od

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.

10/08/2026

https://bit.ly/4rUXGfm

Higher yields continue to create potential opportunities for bond investors, but navigating today's market requires careful decision-making. Let’s connect if you’d like to discuss.

Read our fixed income midyear outlook.

10/06/2026

https://bit.ly/4ycarDL

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.