David Bodner Financial Planner at Skylight Financial Group

David Bodner Financial Planner at Skylight Financial Group Providing in-depth financial planning. Schedule an appointment now at: https://calendly.com/dbodner-1/60min

06/16/2026

Last week, U.S. equities posted modest gains, overcoming early volatility tied to shifting rate expectations and geopolitical news. Treasury yields eased as lower energy prices helped temper inflation concerns, while mixed economic data kept investors cautious but selectively optimistic. For more insights, check out this week's market perspective.

06/14/2026

What prevents the dollar from decreasing in value? Largely, China.

06/11/2026

Appian CEO Matt Calkins says AI doesn't "spot the magic in people."

When emotion rules, your long-term plan may suffer.  Learn how time in the market may beat timing the market. Then let’s...
06/11/2026

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s talk.

https://bit.ly/4xlDIN7

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
06/09/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

06/08/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

06/07/2026

Most people who reach out for advice want to talk about optimizing rates of return and navigating market risks, about money conversions and when to claim retirement benefits. Sometimes this sort of strictly financial maneuvering seems to miss the most important question: What’s it all for?

06/04/2026

Inflation is one of the biggest drivers of mortgage rates, and it just inched up to 3%. That stubborn trend could keep mortgage costs high. Most forecasts see 30-year mortgage rates holding near the mid-6% range this year, then dipping closer to 6% by late 2026—but there are no guarantees.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

Address

7150 W. Central Avenue Ste 100
Toledo, OH
43617

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+14198876303

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