Trombley Wealth Management

06/24/2026

The stock market this year may go down as "the best market nobody noticed."

Investors have spent months worrying about tariffs, recessions, inflation, interest rates, geopolitical tensions, and the latest crisis of the week.

Meanwhile, the S&P 500 and Nasdaq have quietly been doing what markets often do over time—moving higher.

Sometimes the market climbs a wall of worry. And sometimes the biggest risk isn't volatility—it's getting scared out of a good plan.

The headlines are loud. Compounding is quiet.

06/21/2026

06/20/2026

Wishing everyone a fun safe summer ☀️🍧🍉🎶

Celebrating 60 years of Sunny Afternoon ☀️Released on June 3rd 196...

06/18/2026

You've probably heard people talk about having a Roth IRA or converting part of their IRA into one. But what does that actually mean?

A Roth conversion is simply moving money from a traditional IRA to a Roth IRA. You'll pay taxes on the amount converted today, but future qualified withdrawals can be tax-free.

For some people, this can be a great way to reduce future taxes and leave more flexibility in retirement. For others, it may not make sense.

The key question isn't whether a Roth conversion is good or bad—it's whether it fits your situation.

Every retirement plan is different, and sometimes a little planning today can make a big difference tomorrow.

06/16/2026

Today marks 10 years since Ray (Dad) passed away.

Not gonna lie, I still wish I could pick up the phone and hear one of his opinions... whether I asked for it or not.

I miss the laughs, the stories, and even some of the questionable advice. But mostly, I'm thankful for all the memories and for having a dad who left us with plenty of stories to tell.

Ten years later, he's still with us—in our memories, our good and bad jokes, and all the things we do that make people say, "Yep, that's definitely your father."

Miss you, Dad (Skip). ❤️

06/15/2026

Everyone has different goals. 🏠 🧠❤️💪🧹

06/12/2026

Some people swear by real estate. Others believe the stock market is the best path to long-term wealth.

The reality? Historically, both have produced solid long-term returns over time. 🏠📊

Real estate offers tangible ownership and potential cash flow.
The stock market offers diversification, growth potential, and flexibility.

For many investors, it’s probably not an “either/or” decision. A balanced approach may make the most sense.

And if you already own a home, you likely already have exposure to real estate as part of your overall financial picture.

There’s no one-size-fits-all answer — just different strategies that fit different people.

06/11/2026

Everyone wants to capture lightning in a bottle.

With SpaceX expected to go public this week, excitement is understandable. Great opportunities do exist, and there's nothing wrong with taking an occasional swing for the fences.

Just remember: there are rarely shortcuts to successful investing.

Diversification, risk tolerance, patience, and a long-term plan still matter. Most wealth isn't created overnight — it's built steadily over time.

Sometimes lightning strikes. But good investing shouldn't depend on it.

06/09/2026

📉➡️📈 Investing is like taking a long road trip.

You start off full of energy and optimism. 🚗💨 But along the way, you’ll hit traffic, construction zones, and unexpected detours. 🚧⏳

The market will slow down… sometimes even stop. It may test your patience. But if you stay the course, keep your eyes on the destination, and avoid the urge to turn back—eventually, you’ll get where you're going. 🛣️📍

Long-term goals aren’t reached overnight. Stay buckled in and trust the journey. 🚙💼