Melanie J Financial

06/03/2026

Technology, trends and individual investor sophistication has helped democratize the rarefied world of private market investing. Is it right for your goals? Learn more:

raymondjames.com

06/02/2026

Tech names are poised to extend recent gains, with a technology hardware company up big in premarket trading, being the latest AI-infrastructure name to rocket higher after a blowout earnings report.

Read more in the Morning Brew.

amazonaws.com

06/01/2026

Happy Birthday to Alex!

Today we’re celebrating the creative heart behind so much of what we do at Melanie J Financial. As our Chief Marketing Officer, Alex brings passion, vision, and creativity to our team every single day. She’s also the mastermind and party planner behind all of our incredible Melanie J Financial client events, always making sure every detail is thoughtful, welcoming, and unforgettable!

Whether she’s building new ideas for the firm, reading a good book, finding the next great shopping deal, or spending time with Reagan, Sloane, and Scottie, she pours so much love into everything she does.

Please help us wish Alex a very happy birthday!

05/30/2026

Happy Birthday to our very own Hunter Creasey- Melanie J. Financial

Today we’re celebrating not only an incredible financial advisor, but an amazing husband, dad, teammate, and friend. Whether he’s helping clients plan for their future, out on the golf course, getting in a workout, or spending time with Abbie and Coast, Hunter brings dedication and positivity into everything he does.

We are so thankful for the heart he has for serving others and the impact he makes on our team and clients every single day. Join us in wishing Hunter the happiest birthday and an amazing year ahead!

05/28/2026

money.com

05/26/2026

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement planning when paired with a 401(k). The average 65-year-old today may need more than $172,000 for healthcare expenses in retirement, yet many employees have not accounted for this in their savings strategy.
By using both an HSA and a 401(k), employees can strengthen their financial future. Those who take advantage of this combination tend to save more, feel more confident about retirement, and are less likely to tap into their savings early. Together, these benefits create a more complete approach to preparing for both everyday needs and future healthcare costs.

fidelityworkplace.com

05/25/2026

Today, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our country.

In observance of Memorial Day, our office will be closed Monday, May 25. We are forever grateful for those who served and gave their lives for our freedom.

05/22/2026

This weekend we pause to remember and honor the brave men and women who made the ultimate sacrifice for our country.

In observance of Memorial Day, our office will close at noon Friday, May 22nd & close Monday, May 25. We are forever grateful for those who served and gave their lives for our freedom.

Wishing everyone a safe and meaningful Memorial Day weekend from all of us at Melanie J Financial.

05/22/2026

Join us in congratulating Amalia Knutson, daughter of our very own Jennifer Knutson, on her high school graduation!

We also want to celebrate all of the amazing graduates in the Class of 2026 and all of our clients and families experiencing this exciting season of life. Your hard work, dedication, and perseverance have paid off, and we cannot wait to see what your future holds!

“The future belongs to those who believe in the beauty of their dreams.” — Eleanor Roosevelt

Congratulations, graduates!

05/21/2026

Following the index's pullback in Q1, there has been some incremental progress in the Middle East (i.e. ceasefire negotiations vs. widespread bombing) and economic data has been resilient through the disruptions.

Read more in the Weekly Market Guide.

GCM_Weekly_Market_Guide.pdf