Measured Wealth Private Client Group, LLC

09/01/2026

What does it mean to have financial flexibility?

In the latest episode of the Financial Futures Podcast, George Zaharopoulos, CFP®, CFA, and Alejandra Borge, CFP®, discuss the role liquidity and access can play in a financial plan — and why net worth alone may not tell the whole story.

They explore considerations around balancing long-term assets with accessible resources as financial needs, opportunities, and life circumstances change.

Listen to Why Financial Flexibility Matters:
https://hubs.ly/Q04w3SFz0

For educational and informational purposes only. This content is not intended as investment, tax, or legal advice. Individual circumstances vary.

05/29/2026

Medicare decisions can have a bigger impact than many people realize. Some common mistakes include:

• Missing enrollment deadlines—may lead to costly penalties or coverage gaps
• Ignoring prescription costs—formularies and drug pricing can change yearly
• Skipping preventive visits—annual wellness visits may help catch issues early
• Not reviewing plan changes—benefits, premiums, & networks can shift annually
• All providers accept Medicare—coverage acceptance varies by practice & plan

A quick annual review can help keep your coverage aligned with your needs and budget.

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage and dedication will never be forgotten.

As we spend time with family and friends this holiday weekend, we reflect with gratitude on the freedoms their service helped protect.

Wishing everyone a safe and meaningful Memorial Day.

05/21/2026

Our episode about estate planning was so popular that we are highlighting it again.

Estate planning doesn’t have to feel overwhelming. Avoid common misconceptions about estate planning.

In this episode, attorney Claire DeLorenzo of Forman Law Group joins the conversation to explain why it’s a crucial step in securing your financial future, how to get started, and what benefits a well-structured plan can bring.

05/15/2026

After a turbulent start to 2026, markets staged a powerful rebound in April. The S&P 500 surged nearly 14% from its March lows, marking its strongest monthly gain since November 2020, while small- and mid-cap stocks also participated broadly in the rally.

Despite the momentum, history suggests caution may be warranted. The combination of the traditionally weaker May–October seasonal period and the four-year electoral cycle has historically created a more challenging backdrop for equity investors. Add ongoing geopolitical uncertainty to the mix, and risk management remains critical.

Our investment approach remains consistent: maintaining a defensive posture while staying focused on capital preservation and long-term discipline in an increasingly uncertain environment.

Read more from our Chief Investment Officer, Edward Miller, CFA, CMT, in his April Market Commentary.

https://lnkd.in/eFKYigFi

05/07/2026

Your annual financial review should do more than just look at returns; it should reflect your life.

In today’s episode, George sits down with Certified Financial Planner Joe Neff to break down what makes these meetings truly effective. From navigating life changes to aligning taxes, estate planning, and long-term goals, it’s about keeping your entire financial picture on track—not just your portfolio.

A better review leads to better decisions.

Tune in to learn how to make your next conversation more focused, more meaningful, and more aligned with where you’re headed.

https://hubs.li/Q04fSsyy0

05/01/2026

Happy National Investing Day!

How strong is your financial fitness? Whether you're just getting started or already building your portfolio, there's always more to learn.

Take the Financial Fitness Test to find out how much you really know—and discover new ways to level up your investing game.

https://hubs.li/Q04f6Fd30

Your future self will thank you. 📈

04/24/2026

Fuel prices have shown a slight dip recently, offering a bit of relief at the pump, but it’s worth noting that this relief is still coming from relatively higher price levels overall . While short-term movements can be encouraging, it’s important to remember that energy markets remain dynamic and influenced by a range of global factors.

Staying informed can help you better understand what’s driving these changes and how they may impact your overall expenses.

Learn more: https://hubs.li/Q04dlJV_0

If you have questions about how changing costs may affect your financial strategy, feel free to reach out to our team—we’re here to help.

04/17/2026

Measured Wealth's Chief Investment Officer, Ed Miller, has released his Q1 Market Commentary with key insights.

"Market volatility returned with a vengeance during the first quarter of 2026, triggered by the joint US and Israeli strikes against Iran in late February. For months leading up to the attack, US equities had more or less traded sideways as investors attempted to price in the growing whispers of military action. On February 28th, those whispers became reality with the launch of Operation Epic Fury, sending equity markets into a sharp retreat that has yet to find a meaningful bottom..."

Visit our site for the rest of the article!

https://hubs.ly/Q04cwc860

Explore the impact of recent geopolitical tensions on global markets, inflation, and investment strategies in this insightful market commentary.

04/16/2026

As portfolios evolve, so does the conversation around alternative investments.

In our latest episode, George sits down with CIO Ed Miller and Investment Analyst Craig Cooper to explore the growing role of private equity and private credit and how these strategies differ from traditional stocks and bonds.

They discuss key considerations including liquidity, transparency, leverage, and valuation, along with recent developments in private credit markets and what increased accessibility could mean for investors. The conversation also touches on broader economic forces such as inflation, interest rates, and geopolitical events and how they may influence markets like gold and oil.

If you’re interested in how these trends may shape the investment landscape, this episode offers a thoughtful overview.

https://hubs.li/Q04cmFXL0