News and Commentary
Client Spotlight
Client Spotlight
Retire to what inspires you.
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.
Q4 & Full Year 2023 Insight
Stocks Rebound and Post the Best Return Since 2021
2023 & Q1 2024 Insight
Surging Inflation and Interest Rates Pressured Both Stocks and Bonds in 2022
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 19, 2024
A Healthy Labor Market but Stubbornly High Inflation
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.