RFW Wealth Advisors

12/05/2025

I am very excited to share some professional news as I am about to start my 29th year in the financial planning industry! We started RFW Wealth Advisors 17 years ago, and today I get to announce our new affiliation with New Edge Advisors.

We will be using Raymond James (RCS) as our clients' primary custodian. I am looking forward to working with our existing clients and new prospects in the coming years with these new relationships!

With that said, I want to wish everyone a Merry Christmas and Happy Holiday Season!!

11/14/2025

Low car lease payments look great, but do you really save money in the end?

This calculator compares the financial impact of leasing versus buying an automobile.

11/07/2025

October marked the sixth straight month of gains for U.S. markets, with the Nasdaq gaining 4.70% and the S&P 500 climbing 2.27%, powered by strong Q3 corporate earnings that overcame government shutdown concerns and trade tensions. The Fed delivered a quarter-point rate cut on October 29, though Chair Powell signaled a December adjustment wasn't a "foregone conclusion." As families prepare for Thanksgiving, last year's feast for 10 averaged \$58.08, with the turkey alone representing 43% of the total cost at \$25.67.

Stocks advanced for the sixth consecutive month in October as major averages pushed through a government shutdown and trade jitters. Robust Q3 corporate results drove momentum over a month that is notorious for market declines.

11/07/2025

The key to healthcare in retirement might be a patchwork of different choices.

10/31/2025

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

10/24/2025

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

10/17/2025

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

10/10/2025

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

10/07/2025

U.S. markets surged in Q3, with the S&P 500 up nearly 8% and the Nasdaq leading with double-digit gains. Strong corporate results, resilient consumer spending, and a long-anticipated Fed rate cut all fueled momentum. Globally, the MSCI EAFE Index rose over 4%, with China, Korea, and Japan posting standout performances. European markets were mostly positive, though Germany lagged.

Stocks powered ahead in the third quarter as solid economic data, strong corporate results, and a positive shift in Fed policy drove market momentum.

10/03/2025

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

09/26/2025

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

09/19/2025

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.