Broker Check

Blog

Tuesday, May 5, 2026

Getting your estate plan in place doesn't have to be complicated—but knowing where to start can feel overwhelming. That's why I'm sharing this simple, step-by-step checklist with you: đź“© Download Checklist It walks you through the key...

Wednesday, April 8, 2026

More than half of Americans say they’re not comfortable discussing money with anyone* — even their partners, children and parents.And while it can be awkward or even a little embarrassing, it’s important to the success of your...

Wednesday, March 4, 2026

Inflation hits differently depending on where your money goes. This month's chart, built from Bureau of Labor Statistics data, tracks 25 years of price changes across three personal spending categories and compares them to headline CPI...

Thursday, February 5, 2026

Have you ever felt "sandwiched" between caring for your children and supporting aging parents? If so, you're not alone. This edition of Building Wealth is full of tips for discussing family finances and ways to maintain self-care even...

Wednesday, January 7, 2026

When you see the word “forecast,” it should be closely followed by, “Forecasts are based on assumptions and are subject to revisions over time. Financial, economic, political, and regulatory issues may cause the actual results to...

Show All

Thursday, December 4, 2025

As an investor, should you be more concerned about the value of your groceries or artificial intelligence? It may seem like a silly question, but there’s a serious answer. One way to measure a stock’s valuation is by looking at what’s...

Thursday, November 6, 2025

When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but this time around, the OBBB has added to...

Wednesday, October 8, 2025

Have you heard of the concept known as “Revenge Savings”? Gen Z’ers (born 1997 to 2012) have popularized the “vibe-based budgeting” this year. It’s the idea of stockpiling money to prepare for economic uncertainty, including a cooling...

Thursday, September 4, 2025

When changing jobs, you have important decisions to make, one of which is what to do with your retirement account with your former employer. Generally, you have four options: • Leave the money in your former employer’s plan, if...

Monday, August 4, 2025

Are you saving for the future? People often come to me asking for financial guidance. Some want to know how to invest or diversify the money they’ve saved, but others admit to me they’re just not sure how to save. If you’ve been...

Thursday, July 10, 2025

Sometimes, it feels like the world is evolving at an unprecedented pace, and this month's chart illustrates a trend that affects all of us as investors. When corporations become more efficient, they create ripple effects throughout...

Thursday, June 5, 2025

“Be fearful when others are greedy and greedy when others are fearful,” are the words of wisdom from Warren Buffett. There’s just one small catch—it may be the most difficult thing for an investor to do. Over six decades, Warren has...

Tuesday, May 13, 2025

This month marks a special milestone: one year since I launched Mayea Wealth Management. After nearly two decades in the financial industry, I made the decision to step out on my own to better serve my clients with a more personalized,...

Monday, April 7, 2025

Are the ups and downs of the stock market leaving you unsettled? Feeling hopeful when the market rises and uneasy when it dips is natural. However, these emotions can sometimes lead to hasty buying or selling, and attempting to...

Monday, March 3, 2025

Have you ever heard the expression, “It’s a buyer’s market?” That phrase describes what’s happening with today’s residential real estate: homes are selling for under their asking price and are taking longer to sell. Good news for...

Monday, February 3, 2025

Stock prices were jolted lower in late January on concerns that a “black swan” event may lead to some restructuring in the artificial intelligence (AI) industry. A Chinese AI firm appears to have developed a competitive AI model that...

Monday, January 6, 2025

With 2024 coming to a close, I want to share my thoughts on America's current fiscal policy, geopolitical elements, and other factors that may help shape 2025's financial landscape. This transition period offers both challenges and...

Monday, December 2, 2024

The Federal Reserve approved its second consecutive interest rate cut following its November meeting, telling investors that it’s continuing its push to “right-size monetary policy.” The benchmark Fed funds rate has a target range of...

Monday, November 4, 2024

Stop me if you've heard this one before–“You may care more about the outcome of the presidential election than your portfolio.” As a rule, I avoid discussing politics, but I find it important to contribute some insights as we enter...

Monday, October 7, 2024

Wall Street knew a change was coming, but the Fed Chair hid the details until the end. At its September meeting, the Fed cut short-term interest rates by 0.50%, which unsettled some who thought Fed officials would be more cautious...

Tuesday, September 3, 2024

When I meet with people, one of the first topics we discuss is "emergency fund" money. I ask a few questions, such as, “Do you have any funds set aside?”, “Where is it located?”, and, most importantly, “What would trigger you to tap...

Saturday, August 3, 2024

We get regular updates on the Social Security trust fund. In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035. Generally speaking, the headline’s tone is very...

Monday, July 1, 2024

“It ain’t over ‘til it’s over.” Words of wisdom from baseball legend Yogi Berra. And words that Fed Chair Jerome Powell has taken to heart. “Inflation has eased over the past year but remains elevated,” Powell said following the Fed’s...

Thursday, June 13, 2024

The 2024 Employee Benefit Research Institute (EBRI) Retirement Confidence Survey was recently released, and it provides an illuminating look at the current state of retirement preparations and mindsets across the country. While the...