McLoughlin Financial, LLC.

05/15/2026

Summer Financial Check‑Up ☀️

Before summer trips, camps, and busy schedules take over, now is a great time to pause and review your financial plan.

A quick check‑in can help make sure:

• Your goals still align with your life
• Your investments reflect today’s market
• Your retirement and protection plans are on track

If we haven’t met yet this year, let’s schedule a summer financial check‑up before life gets busy.

📅 Reach out to my office to get on the calendar.

05/06/2026

⛳️🏌️‍♀️Wonderful day yesterday hitting the links in support of . Grateful to be invited by to join the team - we had a blast and all played great (-9)!

If you haven’t heard about the Brooke It Forward Foundation, I encourage you to check it out here: www.brookeitforward.org

04/22/2026

Proof that behind every great advisor is an even better administrative assistant, ours just happens to be my wife.

She retired from her career to help my daughter and I build our financial advisory business and hasn’t looked back.

Organized, dependable, and always willing to help, she’s made this a true family business and an absolute joy to run. 💙

04/17/2026

💙 Full-circle moment 💙
�🦁 Returning to Ursuline Academy of New Orleans—the oldest all-girls school in the nation—for career day was incredibly meaningful. When I was their age, I had no idea I’d become a financial advisor. I explored different industries, asked questions, changed directions—and embraced the journey. Seeing former classmates now teaching, spotting my high school golf photo still hanging in the gym, and talking with students curious about finance (and those who hadn’t considered it yet) reminded me how powerful exposure really is.

04/08/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

04/06/2026

🐰 We hope everyone had a wonderful Easter! 🐣

🕐 We will resume normal business hours tomorrow.

03/31/2026

🍀🏀 Today reminded me why I love this work. After several meetings, one of my longtime clients—who happens to share my love for the Boston Celtics—surprised me with a thoughtful gift from his personal memorabilia collection. I was truly touched. Being a financial advisor isn’t just about strategies or numbers; it’s about trust, connection, and walking alongside people through different seasons of life. Those relationships are the greatest reward of this career!

03/10/2026

Great read if you’re thinking about opening a Trump account for your child!

Eric Roberge, a financial advisor, weighs the benefits of Trump Accounts against flexible alternatives like 529 plans and taxable investment accounts.

03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

03/04/2026

🗣️ You always hear about IRA contribution limits, but did you know there are specific rules around IRA deductibility?

With tax season right around the corner, this is a must‑know!