Maloney Davis Wealth Management Powered by LPL Financial

06/02/2026

📊 This Week’s Market Commentary is Live! Stay informed with the latest insights on market trends and economic updates.

Read more here: https://www.maloneydavis.com/weekly-market-commentary

05/25/2026

Today we observe Memorial Day, a day to honor and remember the brave individuals who gave their lives in service to our country. Our office will be closed in observance of the holiday. We will reopen and resume normal business hours on Tuesday.

05/19/2026

Here’s to hoping Jon is able to get out on the golf course today. Join me in wishing him a Happy Birthday!!

05/13/2026

Jon and his family spent the weekend in Springfield, Missouri celebrating Griffin’s graduation from Drury University. Griffin received his Master’s in Architecture degree with a minor in Business Administration. He is back here in Cedar Rapids and will be starting his career with OPN Architects. Griffin spent a couple of months with us during our move to LPL and we couldn’t be more proud of him on this accomplishment! Congratulations Griffin!

05/10/2026

🏌️ Today we celebrate National Golf Day, a day that highlights the skill and discipline behind the game. It’s also a fun reminder to check in on your financial strategy and ensure everything still reflects your goals.

A quick review can provide helpful clarity as you move forward. Reach out anytime to schedule a financial check in: https://www.maloneydavis.com/contact

05/07/2026

📈 Small Business Month celebrates the entrepreneurs who power innovation and local growth. Financial organization plays an important role in helping owners navigate challenges and prepare for opportunities.

Taking time to reassess your goals can help you stay focused throughout the year. Connect with our office for guidance with your business planning needs: https://www.maloneydavis.com/contact

04/28/2026

📊 This Week’s Market Commentary is Live!

Stay informed with the latest insights on market trends and economic updates.

Read more here: https://www.maloneydavis.com/weekly-market-commentary

04/23/2026

Planning for a child’s financial future can raise new questions as tax rules and savings options continue to evolve. This Financial Literacy Month, we’re sharing an educational article that explores how certain tax‑advantaged accounts may be considered within a broader long‑term planning discussion, along with the importance of timing, education, and understanding trade‑offs.

The information shared is for educational purposes only and intended to support general awareness and discussion, not to provide specific advice.

For additional information, please visit:
https://www.maloneydavis.com/

New Trump accounts, available this summer, allow parents to jump-start tax-advantaged retirement savings for children at birth. The real power play is to stuff these accounts and then convert them into Roth IRAs for long-term tax savings.