SecondHalf Coach Wealth Management

06/01/2026

Weekly Market Performance — May 29, 2026 LPL Research Last Updated: May 29, 2026 LPL Research provides its Weekly Market Performance for the week of May 25, 2026. U.S. stocks extended their recent momentum during the holiday‑shortened...

06/01/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

05/29/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

05/27/2026

Happy Birthday, Tony! 🎉

Celebrating you is always a good time—but this one feels extra special as it’s the last birthday we’ll celebrate as a team before retirement!

We had a great time yesterday grabbing pizza at one of his local favorites, Little E’s, and topping it off with ice cream at The Meadows.

We got so caught up in the moment that we forgot the signature birthday photo… so instead, we’re sharing some of our favorite birthday memories over the years! 🥳

05/26/2026

Weekly Market Performance — May 22, 2026 LPL Research Last Updated: May 22, 2026 LPL Research provides its Weekly Market Performance for the week of May 18, 2026. Stock Index Performance Index Week-Ending One Month Year to Date S&P...

05/25/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

05/25/2026

Please note that our office will be closed in observance of Memorial Day as we honor the brave men and women who have served and continue to serve our country. We are grateful for their sacrifice, dedication, and service. Wishing you a safe holiday weekend. 🇺🇸

05/22/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

05/20/2026

Markets in 2026 are being driven by rotation, not broad direction. Bill Urbanik hosted Dan Braz of State Street to discuss AI, inflation, interest rates, sector leadership, and how active portfolio positioning is creating opportunity.

05/18/2026

Weekly Market Performance — May 15, 2026 LPL Research Last Updated: May 15, 2026 LPL Research provides its Weekly Market Performance for the week of May 11, 2026. U.S. equities held up well this week, with the S&P 500 posting a modest...