March
– NEWSLETTER –
2026
Something Personal
Jacob’s Family Expecting their third baby.
Jacob and his wife Kelsey are joyfully anticipating the arrival of their third baby next month in April. Big brothers Judah (5) and Levi (3) can hardly contain their excitement as they prepare to welcome their first baby sister into the family.
They have been spending their weekends preparing their nursery, unpacking the baby toys that were used years ago, and trying to bank as much sleep as possible before not getting any for a couple of weeks when baby is here.
As financial advisors, we often talk about preparing for the future. And while planning is important, milestones like this beautifully illustrate why we plan in the first place. It’s about creating space for family dinners, bedtime stories, first steps, and the countless memories still to come.
We couldn’t be more excited for Jacob and Kelsey as they embark on this new adventure of welcoming their baby girl.
Their growing family is a reminder that life’s greatest treasures aren’t measured in numbers, but in the love we share and the time we make for one another. Please join us in celebrating this joyful season with them!
Upcoming Event
Credit Card Travel Seminar
Save the date for Saturday April 11th 2026 to hear from Marty on how to use Credit Card Points to travel efficiently. More details to come.
Travel Tips
How many credit cards should you have?
When it comes to credit cards, one size doesn’t fit all. The “right” number depends on your financial goals, spending habits and how much effort you want to dedicate to optimizing rewards.
Financial Tips
Important Birthdays Over 50
When you are older, “and-a-half” birthdays start making a comeback. In fact, starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications regarding your retirement income.
Weekly Market Commentary
Week in Review
Last week’s economic data began on Tuesday with the Conference Board’s Consumer Confidence Index rising to 91.2, up from 89.0 in the prior release. The improvement reflected stronger expectations around income and employment prospects, suggesting that households are becoming slightly more optimistic about the near-term outlook. That said, confidence remains historically subdued, and the present situation component showed less improvement, indicating that consumers are still feeling the strain of elevated prices and restrictive financial conditions. The release points to stabilization rather than a meaningful reacceleration in consumer demand.