Jeremy Willner, Managing Partner & Wealth Advisor

10/09/2026

Retirement can be exciting. But it can also bring a lot of uncertainty.

The good news? Thoughtful planning can help you feel more confident about what comes next.

Avoiding these common retirement planning mistakes can help you start the next chapter on the right foot:

Avoid these 8 common retirement mistakes, from healthcare costs to RMDs, and help build a stronger financial plan for retirement.

10/07/2026

Now is a good time to take a closer look at your financial picture, including your tax situation.

You may still find opportunities to make strategic moves that could help reduce your tax burden today and support your long-term financial goals. https://bit.ly/4hHiget

10/05/2026

The latest economic data is giving investors a mixed picture. The labor market remains solid, which is encouraging for the economy and markets. At the same time, inflation is proving to be persistent.

What does it mean for investors? Our latest market commentary breaks down what’s happening with jobs, inflation, rate hikes, and the markets: https://bit.ly/473fyek

10/03/2026

Retirement planning isn’t only about picking a date and hoping everything lines up.

How soon you want to retire, what you’re working toward, and how confident you feel about your current plan can all tell you something about where you stand.

See what your answers say about your retirement readiness: https://bit.ly/2thmnpC

10/02/2026

A low monthly premium can look appealing when you’re comparing Medicare plans. But it’s only one piece of the decision.

The doctors you want to keep seeing, the prescriptions you take, and even where you spend your time can all affect which coverage works better for you.

Here are a few things worth looking at before you choose:

Trying to determine which Medicare plan is right for you? It can be complicated. Take a moment to learn what they cover—and what they don’t.

09/30/2026

Turning 65 comes with a lot to think about. Medicare timing is one thing that’s worth getting ahead of.

For most people, the initial enrollment window lasts seven months. But if you or your spouse are still working and covered through an employer, your timing may be different.

Here’s what to know before your enrollment window comes around: https://bit.ly/4hDAkGu

09/28/2026

Treasury yields jumped last week, but stocks didn’t seem too rattled.

The S&P 500 still moved higher, the Nasdaq reached new highs, and the economy gave investors a few reasons to stay encouraged. Consumers are still spending, layoffs remain low, and earnings have continued to hold up.

Higher interest rates are still something to watch. So far, though, they haven’t been enough to knock stocks off course.

Here’s what else stood out this week: https://bit.ly/3VhxFdY

09/26/2026

How much growth do you hope to see from your portfolio over the next 10 years or more?

That answer can tell you something about more than returns. It can also say a lot about how much risk you’re comfortable taking along the way.

Take the quiz to see how your expectations line up with your risk tolerance: https://bit.ly/3EKs844

09/25/2026

Big deficits usually show up when the economy is struggling.

That’s what makes the current setup so unusual.

We’re more than five years into an economic expansion, inflation is still elevated, and the federal deficit has already reached about $1.8 trillion with two months left in the fiscal year.

Add in the massive capital needs of the AI buildout, and there’s a lot of competition for money.

See why that combination is putting more pressure on the cost of capital: https://bit.ly/4h4GIaD

Explore surging fiscal deficits, rising Treasury yields, inflation, AI investment, and why mounting government debt is pressuring markets.

09/23/2026

The Medicare plan you chose last year might not be the perfect fit anymore.

Maybe your prescriptions have changed, or a doctor you like is now out of network. Even the costs and benefits could be different this time around.

Open enrollment is your chance to double-check those details before just letting your plan renew automatically.

Here are five things to review before deciding what to keep or change: https://bit.ly/3ToOoYQ

Medicare open enrollment begins October 15. Check out our five tips for helping you get the right coverage for next year.