Fathom Financial Partners - formerly Dunleavy Wealth Management

06/02/2026

Retirement planning is often thought of as reaching a number. In reality, it’s about how all the pieces come together — from investments and income to taxes and long-term decisions.

This month, we’re focusing on what a retirement plan actually looks like and how it can bring clarity and confidence over time.

06/01/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

05/26/2026

Meet Paula’s Dogs of the Month for May

Harley, a 10-year-old Bernese Mountain Dog, and Dexter, a 4-year-old French Bulldog, are campground regulars when Michigan weather allows.

They are generally aloof, mellow, and happy to sit on the couch and watch the world go by. At the campground, though, Harley takes his role as campsite protector seriously — even if his photo makes him look perfectly relaxed under the picnic table. Dexter brings his own quiet mischief. If he is not chewing on something, he is probably looking for something to chew or at least thinking about it.

These two are chill campers, with just enough mischief to keep things interesting.

05/25/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

05/21/2026

Understanding the fundamentals of investing can make long-term planning feel much more manageable. We created a simple guide that walks through the building blocks of how portfolios are structured.

Click the link in the comments to download the full size guide.

05/18/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

05/14/2026

Understanding how investments work together is one of the most valuable parts of financial planning. In our latest article, we walk through some of the core ideas behind how portfolios are structured.

Read the full article here:

Investing Basics: Understanding How Your Portfolio Works May 1, 2026 Investing can sometimes feel complex, especially when looking at an account filled with different funds, securities, and unfamiliar terms. But most portfolios are built using a small group of foundational building blocks that work....

05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

05/11/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

05/07/2026

Investing doesn’t have to feel complicated. Most portfolios are built from a handful of core building blocks working together to support long-term financial goals.

This month we’re focusing on investing basics — helping bring clarity to how portfolios are structured and why long-term discipline matters.