Frederick Wells Advisors

As we welcome 2026, please note that both the markets and our office are closed tomorrow, Wednesday, January 1, in observance of the holiday.
A new year is the perfect time to reset, refocus, and realign your financial goals.
💡 Financial Tip: Studies show that people who set clear financial goals at the start of the year are significantly more likely to follow through on their plans. A written plan—and a trusted advisor—can make all the difference.
📅 Let’s kick off the year with a conversation about your goals. Schedule a time to connect once the office reopens: https://go.oncehub.com/FrederickWellsAdvisors
Wishing you a healthy, prosperous, and purpose-driven 2026!

Holiday shopping is shaping up to be a tale of two extremes. Affluent shoppers are splurging, while budget-conscious consumers are tightening their belts. This K-shaped trend explains why both luxury brands and discount retailers are thriving. Curious what’s behind it? Read the article!

This Holiday Season, We Have the Big Spenders and the Penny-Pinchers It's beginning to look a lot like a K-shaped holiday, where purchases from affluent shoppers shoot up like the upper arm of the K, even as purchases from lower-income Americans droop like the bottom arm of the K. This explains why both luxury retailer Hermès and discount king Walmart are growing re...

Wishing You a Season of Peace & Prosperity
As the year comes to a close, we’re grateful for the trust you place in us and the opportunity to help guide your financial journey.
From all of us at Frederick Wells Advisors—may your holidays be filled with joy, reflection, and time well spent with those who matter most.
Here’s to a bright and financially confident new year ahead!

We’re in full holiday mode over here—and we want to know:
🎁 What’s one holiday tradition you never skip?
Whether it’s baking cookies, watching a favorite movie, or wearing matching pajamas, we’d love to hear what makes this season special for you.
👇 Drop your favorite tradition in the comments!

New year, new you! Start 2026 on the right financial foot by tackling these three smart year-end tasks.

Year-End Money Moves to Strengthen Your Finances in 2026 New year, new you. To start 2026 off on the right foot financially, put some legwork in right now with these 3 tasks.

As Warren Buffett prepares for retirement, his legacy offers timeless lessons for investors. Whether you agree with all of them or not, these 10 takeaways from his legendary career are worth a closer look.

Warren Buffett Turned 95. 10 of His Biggest Investing Lessons. Berkshire Hathaway’s CEO is marking a milestone. These takeaways from his long career are worth considering.

Still have room to contribute to your 401(k) or IRA? Don’t leave money (or tax savings) on the table.
For 2025: 💼 401(k) limit: $23,000 (+$7,500 catch-up if 50+)
🏦 IRA limit: $7,000 (+$1,000 catch-up if 50+)
Even small increases now can lead to big growth later.
📅 Let’s make sure you’re taking full advantage before the deadline: https://go.oncehub.com/FrederickWellsAdvisors

In observance of the holiday, both the markets and our office are closed today, Thursday, November 27 and Friday, November 28th.
As we take time to reflect and give thanks, it’s also a great moment to appreciate the power of long-term planning.
📈 Since 1950, the final two months of the year—November and December—have historically been among the strongest for U.S. equities. It’s a reminder that staying invested through the holidays can often pay off.
📅 Ready to revisit your goals before year-end? Let’s schedule a time to connect once the office reopens: https://go.oncehub.com/FrederickWellsAdvisors
Wishing you and your loved ones a warm, restful, and gratitude-filled holiday.

Thanksgiving E-card

Finances can be complex—and making decisions without a clear strategy can lead to costly mistakes, especially when emotions get involved.
That’s where Frederick Wells Advisors comes in. We help simplify retirement planning, guide portfolio diversification, and recommend investment approaches that align with your goals.
Let’s turn uncertainty into confidence—together.

Creating a Legacy of Change through Charitable Giving The idea of giving today is fueled by the desire to improve society. Different people are motivated by various charitable giving opportunities and seeking out the guidance of a financial professional could help you become better educated on which type would work for you.