Tennant Financial

06/23/2026

☀️📚 Investor Summer School: Class is in session.

Before summer ends, smart investors take time to review asset allocation, maximize retirement contributions, and clear out underperforming investments. You don’t need to time the market—but you do need a plan that fits your goals and risk tolerance.
✅ Review your allocation
✅ Strengthen retirement savings
✅ Clean up portfolio “losers”

👉 Learn how our investment philosophy supports confident, long‑term decisions:
🔗 https://www.tennant-financial.com/our-wealth-management-approach

06/22/2026

Divorce later in life can dramatically reshape retirement—but it doesn’t have to derail it. With gray divorce on the rise, retirees are navigating financial resets, new lifestyles, and fresh beginnings after long marriages. 💭📊

👉 Read the full blog to explore real stories of retirement after divorce and the financial lessons that can help you plan your next chapter with confidence.

Four people open up to us about their post-divorce retirement finances and how they spend their time.

06/22/2026

Meet Kat 💼✨
Kat brings years of Wall Street wealth management experience to Tennant Financial, where she plays a key role in investment trading, account transfers, client onboarding, and firm operations. Her client-first approach and deep industry knowledge help deliver the high level of service our clients expect.

Outside of work, Kat enjoys country living with her husband Jakub and daughters, Kamila and Isabel, plus traveling to Europe—especially Poland. 🌍💙

06/21/2026

Celebrating the dads and father figures who guide, support, and show up every day. 💙
Your impact shapes futures in ways that truly matter.
Happy Father’s Day to all who lead with love.

06/19/2026

Juneteenth is a time to honor freedom, reflect on history, and celebrate progress. ✊🏾💛

It’s also a reminder of the work that continues toward equality and opportunity for all.
Today, we remember, celebrate, and move forward together.

Our offices and the markets will be closed.

06/17/2026

📊Your weekly market update is here! Each week, we share an overview of key financial developments—from market shifts and economic indicators to investment trends and planning insights. It’s your place to stay current and confident. Check back weekly for fresh insights that help you stay ahead.

06/15/2026

Are you making the most of your retirement plan this year? ⏳
A midyear check can help you boost contributions, maximize your match, and stay on track.
👉 Read the blog to see what adjustments you can still make before year-end.

This may be a good time to make sure you are on track to meet your annual contribution goal.

06/12/2026

AI can accelerate your career—or quietly stall it. Mark Cuban warns that relying on AI to skip learning instead of deepen it may be one of the biggest career mistakes professionals can make right now. 🤖📉
👉 Read the full blog to learn how using AI the right way can strengthen your skills, protect your critical thinking, and future‑proof your career.

Using AI as a way to avoid doing work could cause your career to stall, Cuban said.

06/11/2026

Financial planning isn’t about reacting to headlines—it’s about building a strategy that evolves with your life. At Tennant Financial, our approach is centered on thoughtful guidance, disciplined investing, and long‑term relationships designed to support your goals through every season.

👉 Learn more about how we help clients plan with confidence:
🔗 https://www.tennant-financial.com/