Model Wealth, Inc.

05/25/2026

This Memorial Day, we honor and remember the brave men and women who gave their lives in service to our country.

Their sacrifice secured freedoms we often take for granted, and we are deeply grateful for their courage and service. 🇺🇸

Wishing everyone a meaningful and reflective Memorial Day weekend.

05/12/2026

Adds Randy Bruns. A CFP® at Model Wealth, Stocks are the single best long-term hedge against inflation,” noting, however, that “they can be painfully volatile over short periods of time.”

Consumer prices are up this month, according to the latest consumer price index released Tuesday.

04/29/2026

"We prioritize Social Security, pensions and annuitized income to cover essential expenses, creating a dependable 'paycheck' that requires fewer ongoing decisions," said Randy Bruns. "That protected income can be a powerful safeguard. In cases of cognitive decline, guaranteed income streams help ensure bills get paid regardless of market conditions or decision-making ability."

Experts say being proactive before problems arise can help ensure retirement security.

04/26/2026

"We prioritize Social Security, pensions and annuitized income to cover essential expenses, creating a dependable 'paycheck' that requires fewer ongoing decisions," said Randy Bruns. "That protected income can be a powerful safeguard. In cases of cognitive decline, guaranteed income streams help ensure bills get paid regardless of market conditions or decision-making ability."

04/08/2026

We’re excited to officially welcome Chad Nolte to the Model Wealth team! 🎉

Chad brings a Master’s degree in Accounting, is an Enrolled Agent, and has built an impressive career in corporate accounting. Now, as a career changer, he’s bringing that deep technical expertise into financial planning—where he’s a natural fit. He’s also currently working toward his CERTIFIED FINANCIAL PLANNER™ designation, further strengthening the value he’ll bring to our clients.

Beyond the credentials, Chad’s passion for personal finance and helping others build better financial lives truly stood out to us .

We’re incredibly excited to have him on our team and can’t wait for our clients to get to know him.

Welcome to Model Wealth, Chad! 👏

04/06/2026

Markets when they’re going up: “I am a genius.” 📈
Markets when they’re going down: “Should I sell everything and move to cash under my mattress?” 😅

In our latest Model Wealth Podcast episode, Anna Thornburg sits down with Alex Offerman, Donovan Sanchez, and Randy Bruns to discuss a simple truth: volatility is the price of admission.

Translation: the rollercoaster isn’t broken… that’s the ride. 🎢

We can’t control the market, but we can control our behavior (and maybe resist checking our accounts 17 times a day). 👀

🎧 Give it a listen and stay the course. Your future self will thank you.

The Model Wealth Podcast · Episode