Commentary, Briefs, & Webinars
We are committed to communication and regularly produce commentary, webinars, and other content that adds 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.
"While at the start of February, it was possible to tune out Washington and focus on fundamentals, by the beginning of March, that was no longer the case. There are a number of developing trends here we see as meaningful to investors..."
"While news coming out of Washington dominated the financial press in the second half of January, it shouldn’t entirely draw attention from the fact that, at the moment, we have a pretty good economic backdrop..."
"The incoming “Trump 2.0” Administration’s policy priorities remain in flux, and House Speaker Johnson’s near failure to be seated is a fresh reminder of the thin legislative path open to the GOP. With so much still unknown, major market impacts are likely to come from public policy, but for now we will focus on hard economic data..."
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.
Financial Planning
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.
"In this webinar, Kelly McKernan, SVP and Wealth Manager, looks at the ever-growing need for women to address a myriad of potential financial planning issues in the event of loss of a spouse or later in life divorce. She offers insights on issues that may arise and discusses how one might navigate such transitions..."
"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."
"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."
