News and Commentary
Retire to What Inspires You
Tom & Gwyn
Alaska Cruise 2024
Larry & Betsy
Iceland 2022
Holly Mayer's Newsroom
Working with Mayer Wealth Advisory
Discover the path that led Holly to Wealth Management and explore her strategies in financial planning and building client relationships.
Q3 2024 Quarterly Insights
Markets are Again Resilient in the Face of Rising Economic Uncertainty
Q2 2024 Quarterly Insights
Falling Treasury Yields and AI Enthusiasm Power the S&P 500 to New Highs in Q2
MWA Across the Nation
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 22, 2025
Recent Event: A Medicare Primer
Missed our recent presentation on Medicare? Watch the full recording and gain key insights from Carlo Cordasco, Senior Director at Nationwide by clicking the link below!
October 21, 2025
Determine How Life Insurance Fits in Your Financial Plan
Life insurance isn’t one-size-fits-all. Whether it’s protecting your family or planning your legacy, the right coverage can help you reach your goals.
October 13, 2025
Fixed Income Market Update
In a shifting rate landscape, balance is key. Our latest fixed income market update highlights how a barbell of high-grade bonds and private credit—where appropriate—may help investors manage risk and pursue opportunity.
Read the full report by clicking the link below.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
