Markey Wealth Management

08/08/2025

As every advisor knows, liquidating one’s portfolio after a drop in the market is one of the worst financial decisions an investor can make. One bad decision may set a client back years financially.

As every advisor knows, liquidating one’s portfolio after a drop in the market is one of the worst financial decisions an investor can make. One bad decision may set a client back years financially. As a way to protect these nervous investors from liquidating their portfolios at the worst possible...

08/07/2025

As kids head back to class, it’s a great reminder for parents to revisit their own financial goals.
From saving for college to protecting your family’s future, smart planning starts now.

✅ Review your education savings plan
✅ Revisit your insurance coverage
✅ Refresh your long-term financial goals

Let’s schedule a check-in and make sure your financial strategy is as ready as your kids are!

08/06/2025

Here’s what happened in the markets this week—and what we’re watching next. https://www.markeywealthmanagement.com/weekly-market-commentary

08/04/2025

Let this be your reminder: the breakthrough might be just around the corner. Keep pushing. Keep believing.

07/31/2025

Deciding where to live in retirement is a highly personal decision, one that should consider your goals for retirement and your particular circumstances regarding family, friends, interests, and finances.

07/30/2025

Volatility? Opportunity? Confusion? Our Weekly Market Commentary helps you cut through the noise and focus on what really matters. https://www.markeywealthmanagement.com/weekly-market-commentary

07/23/2025

Markets don’t sleep—and neither do we. Check out this week’s commentary for a quick, digestible look at what moved the markets and why it matters. https://www.markeywealthmanagement.com/weekly-market-commentary

07/21/2025

Whether you're saving for the future, building a business, or working on personal goals—showing up every day matters.

07/17/2025

According to the FRB28 report, only 63% of adults in 2023 said they could cover a $400 emergency with cash or its equivalent. That’s unchanged from 2022—but down from the 68% high in 2021.

This small shift speaks volumes about financial resilience. Ready to improve your emergency savings game? Let’s plan ahead—your future self will thank you.

https://www.markeywealthmanagement.com/

07/17/2025

The key to owning property may no longer be related to income or credit, but having parents who can hand over a home the right way.

07/16/2025

Before you head into the weekend, take a moment to catch up on the week’s biggest financial headlines. Our Weekly Market Commentary has the key takeaways you need. https://www.markeywealthmanagement.com/weekly-market-commentary

07/10/2025

The massive tax and spending legislation President Donald Trump dubbed the "Big Beautiful Bill" is set to reshape your family's finances in ways you might not expect.