Foundations Financial Partners

06/18/2025

May 2025 delivered strong market performance, with the S&P 500 rising 6.29% amid easing trade tensions and better-than-expected earnings. However, challenges remain with policy uncertainties and global conflicts. Investors should remain vigilant and consider a diversified strategy to navigate potential risks. Read the full market update: ttps://conta.cc/4dUT9CF

Email from Foundations Financial Partners     Hello Jillian, I hope this message finds you in sound health and good spirits. Markets found their footing in May, delivering strong gains across major in

09/04/2024

Consumer confidence improved in August, according to the latest data. Curious about other reports released last week and how they compare with forecasts? Check out this Economic Release Snapshot from Commonwealth director, fixed income, Sam Millette: https://bit.ly/3z07HAX

What does the latest data reveal about the state of the U.S. economy? Commonwealth's Sam Millette breaks down the numbers in his Economic Release Snapshot.

02/09/2024

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for January. Most developed markets were down slightly, including the Dow and S&P…

11/17/2023

You might not be ready to start your 2023 tax return, but the IRS has released new tax brackets for 2024 (the return you’ll file in 2025). If you’re ready to look that far ahead, check out the inflation adjustments—and what they mean for your taxes—here: https://bit.ly/466SFUx

If you are someone who likes to plan ahead on your taxes, the IRS this week released the new inflation-adjusted income tax brackets and standard deduction amounts that will be in effect for tax year 2024.

10/06/2023

Brad McMillan, Commonwealth’s CIO, recaps September’s market and economic news. U.S. indices were down for the second consecutive month, with the Nasdaq…

09/07/2023

2023 MPF Golf Event Speaker CHRISTOPHER J. HACKLEY Chris played at West ’82,’83, ’84 seasons (graduated in 1985)Tight end on offense, def. end and nose guard on Defense
Bucknell University walked-on the football team. Became a four-year letterman, Patriot League defensive player of the week (multiple x), Defensive Captain my Sr. year.
**two other CB West players went to Bucknell, Ron Clark and Scott Sommerville all became Team Captains
Married my high school sweet-heart, raised four kids here in Doylestown.Started my financial services business in the mid-90's and have been serving the local community ever since.

Spots are filling up fast for golf and dinner at Five Ponds GC, please consider joining or donating as the Mike Pettine Foundation supports scholarships for CBW students each year.

https://birdease.com/themikepettinefoundation

08/07/2023

Attention business owners! Foundations Financial Partners is collaborating with the YMCA of Bucks and Hunterdon Counties to bring business owners in our community a comprehensive business planning course, “Business U”!

This workshop-style course focuses on how to coordinate, integrate, and align your personal finances and business interest(s). It will provide an intensive mentorship through an in-depth resource guide of business planning concepts and tools to help you make key decisions about your business, including: personal finance, business fundamentals, business valuation, employee benefits, business succession, estate planning, income protection, and charitable giving.

When: (2-part course)
Tuesday, September 12, 6pm-9pm
and Tuesday, September 19, 6pm-9pm

Where:
Doylestown YMCA (Teen Center)
2500 Lower State Road
Doylestown, PA 18901

Course Instructor & Financial Advisor:
Christopher J. Hackley, CFP®, ChFC®, CLU®, AIF®, RICP®
President & Managing Partner, Foundations Financial Partners

Register for Business U today!
https://4agc.com/com.../89c6cc08-e092-48ea-8f9e-87943eb7862b

Learn more:
https://www.ymcabhc.org/events/business-u-led-foundations-financial-partners

*Commonwealth Financial Network® (or Foundations Financial Partners) does not provide specific legal, business valuation or tax advice. You should consult a legal or tax professional regarding your individual situation.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Commonwealth Financial Network®, Foundations Financial Partners, and Christopher Hackley are not affiliated with YMCA of Bucks & Hunterdon Counties and Angela Jacobsen.

You're invited! Register for our BUSINESS U Workshop today! Tuesday, September 12th & 19th from 6:00-9:00PM Coordinate and integrate your personal finances and business interests. Receive mentorship through business financial planning concepts. Personal finance Business fundamentals Business val...

07/05/2023

06/21/2023

https://patch.com/pennsylvania/doylestown/doylestowns-foundations-financial-partners-joins-commonwealth-network
Doylestown Patch

Firm with $881 million in assets will take advantage of Entrepreneurial Capital program to support its acquisition and succession plans.