Kelley Donovan, Goldfinch Wealth Management

06/02/2026

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05/26/2026

SpaceX’s S‑1 reveals recast financials, soaring AI capex, falling Starlink ARPU and major contingent liabilities. Here are the disclosures investors should not overlook.

05/21/2026

05/19/2026

https://www.facebook.com/watch/?v=35721661210813446&aggr_v_ids[0]=35721661210813446¬if_id=1779210596000000¬if_t=watch_follower_video&ref=notif

05/18/2026

May Webinar - Social Security: Seven Keys to Enhancing Benefits (Presented by Allianz)

Social Security continues to play an important role in a retirement strategy. Is yours taking full advantage of what Social Security offers? We can help. Together, let’s rethink your retirement.

During this session, we will discuss:

Keys to help you understand the basics of Social Security, including
when to consider taking benefits
Keys that take a deeper dive into Social Security, such as working
in retirement
Finally, taking the next step at this insurance sales presentation
by rethinking retirement strategies
Date: Wednesday, May 20th

Time: 6:00 - 7:00 p.m CST

Click the following Zoom link to join: http://www.tinyurl.com/GWMwebinar

This presentation will include insights and perspectives from Allianz, a third-party investment management firm. Allianz and its representatives are not affiliated with LPL Financial or Goldfinch Wealth Management.

05/05/2026

People are often too rigid with their long-term savings benchmarks. Experts say it’s a costly mistake.

04/21/2026

Goldfinch Client Reminder: Wed, Apr 22 is Shred Day
11am-1pm (DBQ&Peosta)

04/21/2026

Market experts say the latest recovery for stocks, which now has indexes at new highs, has been more fast-paced than the bounce following last year's Liberation Day.