E.P. Wayne Financial Group

06/25/2026

Many Americans overpay in taxes simply because they don’t know where costly mistakes happen.

From selling investments too soon to overlooking tax-advantaged accounts, small decisions can create bigger tax consequences over time.

In this post, we’re highlighting 5 common areas that are often missed:
✔ Investment timing
✔ Tax-advantaged accounts
✔ Municipal bonds
✔ Mutual fund capital gains
✔ Coordination between financial and tax professionals

At EP Wayne Financial Group, we believe informed financial decisions lead to stronger long-term outcomes.

📌 Save this post for future tax planning
📤 Share it with someone focused on building wealth more efficiently

06/22/2026

Stocks moved higher during the shortened trading week as investors monitored developments in the Middle East and the Federal Reserve left interest rates unchanged.

06/18/2026

🚢 From ships to shares — the history of stocks in 8 slides 📊

The first “stocks” were created to fund risky voyages across the world. Centuries later, that same idea powers today’s global markets.

Swipe through to discover:
⚫ The first company to issue stock
⚫ The birth of the world’s first stock exchange
⚫ How investing spread around the world
⚫ Why stocks became so popular
⚫ How modern markets evolved
⚫ Why stocks still matter today

Which part of stock market history surprised you most? 👀

06/15/2026

The S&P 500 rose 0.65%, while the Nasdaq advanced 0.70%. The Dow Jones Industrial Average gained 0.66%. The MSCI EAFE Index, which tracks developed overseas stock markets, added 0.92 percent.

Weekly market recap covering inflation data, geopolitical developments, and major market drivers including chip stocks, housing, and a record IPO.

06/11/2026

🏡 Homeownership and your bigger financial picture

National Homeownership Month isn’t just about buying a house.

It’s really about what a home represents in your overall financial life.

For homeowners, that might mean stepping back and thinking about how your home fits into your long-term goals. For those still renting, it could be a good time to revisit your plan and what steps might help you move forward when the time is right.

Housing is usually one of the biggest financial decisions people make in their lifetime—it deserves more than just a passing thought once a year.

If you ever want to talk through how your home fits into your broader financial picture, I’m always here to have that conversation.

💬 Does your home (or future home) fit into your long-term goals the way you want it to?



Source: FRED (fred.stlouisfed.org), Oct 1, 2025

06/08/2026

Stocks pulled back last week as investors grew concerned that rising oil prices could add inflationary pressure, while strong employment data reinforced expectations that the Federal Reserve may keep interest rates higher for longer.

06/04/2026

📊 A quick look at homeownership in the U.S.

As of late 2025, the U.S. homeownership rate is 65.7%—about two out of every three households.

What stands out is how steady that number has stayed, even with higher mortgage rates and a shifting housing market.

In other words, homeownership continues to be a major part of how Americans build stability and long-term financial security.

For many families, it’s not just a financial milestone—it’s where life happens over time.

If you’re already a homeowner, this month is a good time to think about what that’s meant for you so far. And if you’re working toward it, you’re in good company—millions of households are on the same path.

💬 Where are you in your homeownership journey?



Source: Census.gov (Sept 9, 2025)

06/01/2026

Although the post-Memorial Day trading week was shortened, markets continued to build on recent momentum as improving sentiment and hopes for a potential peace agreement supported risk assets.

The S&P 500 advanced 1.43%, while the Nasdaq gained 2.39%. The Dow Jones Industrial Average climbed 0.90%. The MSCI EAFE Index, which tracks developed overseas stock markets, rose 0.99 percent.

05/28/2026

🏡 June is National Homeownership Month—a time to recognize what owning a home means to millions of Americans.

It’s not just about a roof and four walls. It’s the everyday moments that happen inside them—first steps, family dinners, and pulling into a driveway that feels like yours.

A 2025 Coldwell Banker survey found that 85% of Americans still see homeownership as part of the American Dream.

That’s a strong reminder of how important this milestone still is for so many people.

Whether you’ve owned a home for years or you’re still working toward it, this month is really about the meaning behind that goal.

💬 What does “home” mean to you?



Sources: ColdwellBanker.com (Nov 10, 2025), Realtor.com (Dec 29, 2025)

05/26/2026

Stocks rebounded last week as continued enthusiasm around AI fueled gains, while optimism over a potential Middle East peace agreement boosted investor confidence and helped lift major indexes higher.

Markets moved higher last week as AI-driven momentum continued to support stocks and optimism surrounding a potential Middle East peace agreement improved overall investor sentiment.