Oct
9
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Q3 2026 Market Commentary
Q3 2026 Market Commentary Last quarter, as America marked its 250th year, we wrote that artificial intelligence may prove to be one of the most...
Oct
9
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WHO WILL INHERIT YOUR IRA?: Why Your Beneficiary Choices Matter More Than You May Think
An educational guide for IRA owners and their familiesBy Tim Waterworth, CFP® | Waterworth Wealth Advisors, LLC | Approximately a 10-minute read The Short Version...
Oct
9
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Who Get’s Your 401(k): A Five-Minute Beneficiary Check That Matters
A concise beneficiary guide for 401(k) plan participantsBy Tim Waterworth, CFP | Waterworth Wealth Advisors, LLC The Short Version You may spend decades building...
Jul
21
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Q2 2026 Market Commentary
Q2 2026 Market Commentary BULLY! A lesson in perspective from Theodore Roosevelt “Bully!” was Theodore Roosevelt’s favorite expression for something excellent, courageous, or worthy of...
May
27
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Life After a Liquidity Event: The Personal and Financial Changes Business Owners Don’t Expect
THE RETIREMENT ACCOUNTLEGACY CHALLENGE What Really Changes After a Liquidity Event: The Personal Side of Sudden Wealth For many business owners, a liquidity event represents...
Apr
21
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Q1 2026 Market Commentary
Q1 2026 Market Commentary Serious Risk, Measured Response: Investing Through Geopolitical Uncertainty Q1 2026 was a reminder that the global economy still runs through a...
Jan
22
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December Market Commentary
2025 Recap & 2026 Outlook Drama, What Endures, and the Case for Broadening Looking back on 2025, what stands out is not any single event,...
Dec
15
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November Market Commentary
November proved to be a volatile month for stocks, ultimately ending with mixed results across major market indexes. Early in the month, renewed concerns about...
Nov
20
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October Market Commentary
October 2025 Market Commentary October 2025 reminded investors just how unpredictable markets and policymakers can be. The Federal Reserve cut rates for the second time...
Oct
22
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September Market Commentary
Third Quarter 2025 Economic and Market Review The third quarter of 2025 was marked by resilient economic growth, strong equity performance, and a notable shift...
