Brett Dalton, CFP

05/06/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

05/05/2026

A heartfelt thank you to the mentors and changemakers whose encouragement helps students grow, dream bigger, and believe in themselves. Happy Teachers Day!

05/04/2026

If higher inflation has you concerned about your financial position, let’s connect. I can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

05/01/2026

Honoring the hands that build, create, and keep the world moving forward. Every role, every worker, and every dream counts. Happy May Day!

04/30/2026

Paying taxes in your investments every year can slow your progress. Explore ways to defer taxes and potentially accelerate growth. Message me to start the conversation.

04/29/2026

What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support the life you want – not just the number you need.

04/28/2026

They say age is just a number. Social Security says otherwise. Before you file early, let’s connect and look at ways to help maximize your benefits.

04/27/2026

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Don’t let emotions and market headlines impact your long-term goals. I'm here to help you feel more confident during periods of market stress.

Stay focused on your long-term financial goals when there’s stress in the markets.

04/24/2026

The job market is challenging for many Americans, right now. If you’d like to discuss financial strategies to prepare for periods of uncertainty, let’s connect.

Discover why hiring stalled in 2025 and get our forecast on what a labor market recovery could look like in 2026.

04/23/2026

Every coin saved is a step toward a brighter tomorrow. Here’s to teaching kids value, planning, and making mindful money choices.