Gregory Brumagin with Brumagin & Kelley Wealth Management Group

06/03/2026

June is National Homeownership Month! 🏡 Whether you're buying your first home, upgrading, or investing, smart financial planning makes all the difference. Our team is here to help you navigate every step with confidence—from building your budget to planning for the future.

06/02/2026

Your weekly snapshot of market trends and financial opportunities is here. 🗞️ Catch up on key insights and timely updates in our Weekly Market Commentary: https://www.lpl.com/research/weekly-market-commentary.html

05/28/2026

IPOs can be exciting, but they don’t always perform the same way. Understanding historical trends can help bring clarity to today’s investment landscape.

LPL Research analyzes the historical returns when investing in IPOs and outlines why this year’s IPOs may follow a different path.

05/27/2026

Your financial goals deserve a thoughtful plan. Take the next step today at https://www.brumaginkelleywealth.com/

05/26/2026

Get clarity on current market conditions and emerging financial opportunities. 🗞️ Read our Weekly Market Commentary for timely insights and updates: https://www.lpl.com/research/weekly-market-commentary.html

05/25/2026

On Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice in service to our country.

05/21/2026

When you claim Social Security can significantly affect your retirement income. Staying informed about upcoming changes can help support better planning decisions.

Knowing when to claim benefits can significantly impact your monthly checks.

05/19/2026

This week’s market insights and financial developments are ready for review. 🗞️ Don’t miss the latest updates in our Weekly Market Commentary: https://www.lpl.com/research/weekly-market-commentary.html

05/18/2026

Planning ahead can help families approach education expenses with greater confidence. Learn more at https://www.brumaginkelleywealth.com/

05/14/2026

A Roth IRA offers meaningful tax advantages for retirement—but how you use it matters. Knowing what to do and what to avoid can make a long‑term difference.

A Roth IRA is a powerful retirement tool because you fund it with after-tax dollars and can withdraw the money tax-free after age 59½. It can hold most types of investments, giving you the flexibility to build a diversified portfolio.