Drew Gee - Financial Advisor

07/17/2026

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.

07/07/2026

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long-term plans.

07/03/2026

This Fourth of July, take time to relax and soak in the freedom of the Red, White, and Blue. Have a wonderful holiday.

06/30/2026

Whether you’re buying your first home or making space for a growing family, I can help you outline an approach that lets you take the next steps with confidence.

06/19/2026

With IPO activity picking up and valuations reaching eye-catching levels, it’s worth taking a closer look at what’s driving the current market environment—and what may already be priced in. This quick read from Daken Vanderburg, Chief Investment Officer MassMutual Wealth Management, explores the risks and realities behind today’s IPO surge. If you have questions about how this could connect to your broader strategy, let’s talk.

https://bit.ly/4ejcBL9

03/17/2026

Last week, markets remained volatile as Iran-related tensions drove oil price swings, pressured equities, and lifted bond yields. While inflation showed signs of easing, higher energy prices renewed near term inflation concerns and tempered expectations for 2026 rate cuts. Learn more with this week’s market perspective and key insights.

03/12/2026

Headlines scream panic, but history shows markets have often recovered after downturns. Many investors aim to stay focused on their long-term plans rather than reacting to short-term fear. Let's discuss.

Changing your investments can be a great idea, as long as you’re doing it for the right reasons.

03/05/2026

With so much in the news right now, it’s natural to wonder how global events can impact markets. This quick read from Daken Vanderburg, Chief Investment Officer MassMutual Wealth Management, breaks down the current geopolitical situation and why staying grounded in fundamentals is so important during volatile periods. If the headlines have raised questions, this is a good place to start.

Wars are atrocious. But the history of markets and capitalism can offer some guidance.