Jacquelyn Kuhn, RICP, LUTCF

06/03/2026

5%+ rate with MassMutual Premier Voyage. If you're not already having this conversation with your clients, now is the time. Click here
and contact me to learn more: https://bit.ly/4uoCspW

06/02/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

06/01/2026

Let’s connect on how this downloadable assessment can help drive a conversation with you and your clients to help address potential gaps in their financial strategy.

06/01/2026

We all deserve a sense of belonging. Let’s build a future where everyone can thrive as the fullest version of themselves.

05/28/2026

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.

05/27/2026

Your financial goals deserve a strategy. Let’s build it together — reach out now and make this year count.

05/27/2026

They grow up so fast, and college arrives quicker than we expect. If you’d like a framework that balances tuition planning with your other goals, I can help you start building.

05/27/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

05/26/2026

It’s also a chance to realign your financial foundation. If you’ve started a new role, let’s revisit your benefits, update your protection strategy, and help ensure your progress is supported at every stage.