Great Circle Wealth Strategies

04/14/2026

Investors are anxious, and with good reason. The unsettling events in the Middle East are dominating the headlines, which can put even the most seasoned investor on edge. Will the number of corrections for the S&P 500 increase to 27 this year?

04/06/2026

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over the winter. Now's a great time to check in on your spending, review automatic payments, organize important documents, and take one small step toward a bigger goal. It doesn't have to be all at once—just one thing at a time.

Need help figuring out where to start? Reach out—I'm happy to help.



🔗 Sources
CNBC, April 2025
Kiplinger, March 2024
American Express, March 2024

03/23/2026

You might be paying more in taxes than you need to—and not even realize it.

From investment timing to account selection, small decisions can have a big impact on your total tax bill. Here are five areas to keep in mind this tax season.

03/23/2026

Mellody Hobson grew up in financial instability — electricity cut off, evictions, and a mother who couldn't secure bank loans due to racial barriers.

Today, she serves as Co-CEO and President of Ariel Investments, one of the largest minority-run investment firms in the country, and a nationally recognized voice on financial literacy.

As the first in her family to graduate from college, Hobson has spent her career breaking down barriers and teaching others how to build wealth. Her message? Be brave, take risks, and never let your starting point define your finish line.
Your story doesn't have to look like anyone else's. If you're ready to take that next step, I'm here to support you.



Sources:
Horatio Alger Association, 2017
Ariel Investments, 2025

03/16/2026

Muriel Siebert earned the nickname "The First Woman of Finance" for good reason.
In 1967, she became the first woman to purchase a seat on the New York Stock Exchange, a move that required her to personally ask nine men to sponsor her application, with one finally agreeing.

She later became the first woman superintendent of banking for New York State and built one of Wall Street's most respected names, all without a college degree.
Siebert proved that determination and skill matter more than background. Women belong in every corner of finance.

If navigating your finances feels overwhelming, let's talk. You don't have to figure it out alone.



Source:
National Women's History Museum, 2020

03/09/2026

Born to enslaved parents in 1864, Maggie Lena Walker became the first woman to charter and own a bank in the United States.
In 1903, Walker founded St. Luke Penny Savings Bank in Richmond, Virginia, creating financial access for Black communities at a time when they were systematically denied loans and banking services.

Her entrepreneurial vision didn't just build wealth; it created opportunities, transformed business practices, and inspired women from all backgrounds to enter the finance industry.

Every woman deserves access to financial opportunity. If you have questions about your financial journey, please don't hesitate to reach out. I'm here to help.



Sources:
National Women's History Museum, 2017

03/08/2026

International Women's Day is more than a date on the calendar—it's a reminder of the incredible impact women have every day. From leading businesses to nurturing families, creating art, driving innovation, and strengthening communities, women continue to shape our world in countless ways.

Today, let's pause to celebrate the women who inspire us, support us, and encourage us to keep moving forward.

03/03/2026

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over the winter.

Now's a great time to check in on your spending, review automatic payments, organize important documents, and take one small step toward a bigger goal. It doesn't have to be all at once—just one thing at a time.

Need help figuring out where to start? Reach out—I'm happy to help.


🔗 Sources
CNBC, April 2025
Kiplinger, March 2024
American Express, March 2024

03/02/2026

In 1870, Victoria Woodhull became the first female stockbroker on Wall Street, with only three years of formal education.

At a time when women couldn't vote and faced massive barriers to financial independence, Woodhull opened her own brokerage firm and proved that expertise, not credentials, defines success in finance.

She also became the first woman to run for U.S. President in 1872, but it's her Wall Street legacy that opened doors for generations of women in finance.

Women have always belonged in finance. If you're ready to start building your financial confidence, I'd love to chat.



Source:
National Women's History Museum, 2022

02/27/2026

Creating a financial plan for the future is one of the most important things you can do for yourself and your loved ones. Here are four steps to help you develop a plan for achieving your long-term savings and retirement goals!

Women face unique financial challenges, but with the right tools and approach, they can build a strong, tailored plan for the future.

02/23/2026

If you're turning 73 this year, it’s time to think about Required Minimum Distributions (RMDs).

Our Quick Reference Guide includes the latest withdrawal tables to help you understand what’s required and when.



https://marketinghub.highland.com/m/2332369a219a444a/original/CF-Version-2026-Key-Tax-Numbers.pdf