Commentary, Briefs, & Webinars

We are committed to communication, transparency, and accessibility, and regularly produce commentary, webinars, and share other insights that add value. Each client relationship introduces unique circumstances, challenges, and opportunities, and through the sharing of our perspectives, we aim to enhance collaboration and identify planning solutions.

Review and Outlook

Don’t miss the latest edition of our Wealth Management monthly.

12.05.2024

December 2024

"Even without an election, today’s macro environment would be interesting. Markets are focused on labor weakness and have broadly moved on from inflation concerns. What makes this fascinating , however, is that we think markets have it backward..."

11.05.2024

November 2024

"The biggest October economic news came on the first of November, when October’s jobs report showed a mere 12k jobs created that month. While abysmal on the surface, we recommend interpreting the jobs report with caution for three reasons..."

10.05.2024

October 2024

"September’s Fed decision was going to be a surprise no matter what, a rarity in the Powell era, with cut expectations closely balanced between the 25 and 50bps camps before the meeting. Powell ultimately went with 50..."

Financial Planning Briefs

These briefs highlight real-world situations we regularly work through with wealth management clients. By sharing these insights, we hope to create awareness and encourage positive action.

Investment Strategy & Portfolio Management

Stock Market Valuation

How Can Investors Optimize ESG Impact? It’s Personal.

IT & Personal Security

Data Security Protocols

Multi-Factor Authentication

Cybersecurity

Trusted Contacts

Wealth Management Webinars

Access our informative financial planning webinar series. Our wealth management team values client communication and sharing topical expertise about what matters to you.

10.19.2023

SECURE Act 2.0: What it Means for Retirement Planning

"This webinar discusses updates to the law and how those changes may affect your retirement planning options and opportunities. Our team provides insight for you and your financial planning needs."

05.19.2022

Senior Care Decision-Making – Assisted Living and Nursing Home Care

"Appleton Partners continued our financial planning webinar series with a two-part event focusing on Senior Care Decision-Making and how to approach planning for such life stage needs."

05.02.2022

Senior Care Decision-Making: Aging-in-Place and Independent Living

"Appleton Partners is pleased to continue our financial planning webinar series with a two-part event focusing on Senior Care Decision-Making and how to approach planning for such life stage needs."