Wealth Management Blogs

Tyler Rudek | Aug. 12, 2026
Should Elections Change Your Investment Strategy?
Election season can create uncertainty for investors. Explore what history tells us about elections, market performance and staying focused on…
Sam Johnson | Aug. 6, 2026
Money Tips for Traveling Abroad: How to Save, Spend, and Prepare
Planning an international trip? Learn how to avoid foreign transaction fees, choose the right travel credit cards, access cash abroad,…
Tyler Rudek | Aug. 5, 2026
July 2026 Market Update: AI, Oil Prices, Interest Rates & Staying Invested Through Uncertainty
Explore the July 2026 Market Overview covering AI investment trends, energy prices, interest rates, and why diversification remains essential for…
Tyler Rudek | Jul. 28, 2026
What Higher Real Yields Mean for Long-Term Investors
Learn how higher real yields, interest rates, and Federal Reserve policy are impacting investors and why diversification remains important in…
Rich Stoeckel | Jul. 21, 2026
AI Investing Beyond the Magnificent 7: Why Diversification Matters
Artificial intelligence is one of the most significant investment themes of our time, but the opportunity extends well beyond a…
Tyler Rudek | Jul. 15, 2026
The Role of Cash in Your Investment Portfolio: Balancing Liquidity and Growth
Learn how cash fits into a financial plan, why too much cash can create inflation risk, and how investors can…
Tyler Rudek | Jul. 8, 2026
Mid-Year Market Outlook 2026: 5 Charts Every Investor Should Watch
Discover five key charts shaping the investment landscape in the second half of 2026. Learn what they reveal about the…
Tyler Rudek | Jun. 30, 2026
Consumer Spending, Household Wealth, and Savings Rates: What Investors Should Watch in 2026
Consumer spending remains resilient despite weak consumer sentiment. Learn how household wealth, savings rates, and inflation are shaping the economy…
Tyler Rudek | Jun. 23, 2026
Federal Reserve Leadership, Productivity Growth and What It Means for Long-Term Investors
Recent developments at the Federal Reserve have captured investors’ attention, but history shows that long-term market performance is driven by…
Tyler Rudek | Jun. 17, 2026
Markets, Oil Prices & Geopolitical Tensions: What Investors Should Know
A preliminary peace agreement between the U.S. and Iran has helped ease pressure on oil prices and markets. Learn what…
Tyler Rudek | Jun. 9, 2026
Market Volatility, Interest Rates, and AI Stocks: What Investors Need to Know
Recent market volatility has captured investors’ attention following a strong start to the year. While short-term market swings can be…
Ashley Klemann | Jun. 8, 2026
How Advanced Estate Planning Can Help Optimize Family Wealth Transfers
The wealth individuals build over a lifetime often represents far more than financial value. It reflects years of discipline and…
Tyler Rudek | Jun. 3, 2026
Markets Reach New Highs Despite Rising Interest Rates and Inflation Concerns
Markets continued to hit record highs in May despite rising interest rates and persistent inflation concerns. Learn what’s driving stocks,…
Tyler Rudek | May. 28, 2026
What’s Driving the Market Right Now? Tech, AI IPOs & Higher Rates
Markets continue to reach new highs, but what is really driving recent performance? In this weekly market update, Tyler Rudek,…
Tyler Rudek | May. 19, 2026
The Bigger Picture Behind Federal Reserve Leadership Changes
Federal Reserve leadership changes can impact short-term market sentiment, but long-term investment outcomes are driven by fundamentals. In this video,…
Tyler Rudek | May. 13, 2026
Markets at All-Time Highs Amid Inflation, Oil Shocks & Tariff Uncertainty
While headlines remain noisy, long-term fundamentals such as earnings growth and economic expansion continue to drive performance. This update reinforces…
Rich Stoeckel | May. 5, 2026
Sell in May? What the Data Really Says About Market Timing
Do seasonal investing strategies still work? Learn what the data says about “sell in May,” market trends, and why long-term…
Tyler Rudek | Apr. 28, 2026
2026 Market Outlook: Bull Markets, Business Cycles & Diversification Explained
Markets rarely move in a straight line, and headlines can make uncertainty feel constant. In this market update, Tyler Rudek,…
Tyler Rudek | Apr. 21, 2026
Housing Market Trends and Their Impact on Household Wealth and Financial Planning
Explore current housing market trends, home price resilience, and how housing impacts household wealth and long-term financial planning.
Tyler Rudek | Apr. 15, 2026
How Energy Prices, Jobs & Earnings Are Shaping Markets
In this weekly market update, Tyler Rudek, Chief Investment Officer at Boyum Wealth Architects, reviews three key charts shaping the…
Tyler Rudek | Apr. 7, 2026
How the U.S. Dollar Impacts International Stocks, Gold, and Diversified Portfolios
In this weekly market update, Tyler Rudek, Chief Investment Officer at Boyum Wealth Architects, explores how movements in the U.S.…
Rich Stoeckel | Mar. 31, 2026
Rising Gas Prices: What It Means for Inflation and Markets
Gas prices have risen sharply in recent weeks, affecting household budgets, inflation, and financial markets. In this video, Associate Portfolio…
Tyler Rudek | Mar. 24, 2026
Stock Market Sectors: Oil, AI, and Portfolios
Markets are shifting across energy, technology, and defensive sectors. Learn why diversification matters and how sector rotation impacts investment strategy.
Shawn Van Winkle | Mar. 24, 2026
From Knowledge to Action: How Plan Design Helps Employees Take Action on Retirement Savings
Every retirement plan advisor has seen it happen. Participants attend meetings, understand the plan, and agree that saving for retirement…
Tyler Rudek | Mar. 19, 2026
Market Pullbacks and Achieving Portfolio Balance
Tyler Rudek, Chief Investment Officer at Boyum Wealth Architects, breaks down recent market volatility and what it means for investors,…
Tyler Rudek | Mar. 10, 2026
Oil Prices Near $100: What Rising Energy Costs Mean for Investors
In this video, Tyler Rudek, Chief Investment Officer at Boyum Wealth Architects, discusses the recent spike in oil prices as…
oil price volatility
Tyler Rudek | Mar. 3, 2026
US-Iran Conflict: What It Means for Markets and Long-Term Investors
Tyler Rudek, Chief Investment Officer at Boyum Wealth Architects, breaks down the recent US and Israel military strikes against Iran…
Chris Miller | Feb. 27, 2026
Why You May Receive Multiple 1099s From Your Investment Accounts This Tax Season
As tax season progresses and you begin gathering documents to file your 2025 tax return, one of the most common…
Tyler Rudek | Feb. 24, 2026
Supreme Court Tariff Ruling: Key Takeaways
Tariffs, market volatility, and Supreme Court decisions have fueled uncertainty for investors. In this week’s market update, Boyum Wealth Architects…
Tyler Rudek | Feb. 18, 2026
Economic Update: Jobs, Inflation, Interest Rates & What It Means for Investors
In this week’s market update, Tyler Rudek, Chief Investment Officer at Boyum Wealth Architects, breaks down the latest U.S. economic…
Tyler Rudek | Feb. 10, 2026
Is AI Eating the World?
With a new year comes new changes. This week Tyler Rudek, CFA explores the effects of AI and the labor…
Tyler Rudek | Feb. 3, 2026
January Market Update
A January 2026 market recap from Tyler Rudek, Chief Investment Officer at Boyum Wealth Architects. This week’s update highlights resilient…
Tyler Rudek | Jan. 21, 2026
Gold & Silver: Current Portfolio Perspectives
Gold and silver have recently reached historic highs, driven largely by ongoing monetary, political, and geopolitical uncertainty. While precious metals…
Tyler Rudek | Jan. 14, 2026
Behavioral Finance and Investor Expectations
This week, Tyler Rudek, CFA, explores the world of behavioral finance, highlighting common investor biases and the pitfalls they can…
Stephanie Stoup | Jan. 13, 2026
A Smart Start to the New Year: Your Financial Planning Checklist
The beginning of a new year offers a natural opportunity to reset, refocus, and make sure your financial life is…
Tyler Rudek | Jan. 8, 2026
Special Update: Venezuela, Oil, and Portfolios
Recent events in Venezuela have stirred discussions in the financial world. Join Tyler Rudek, CFA as he breaks down the…
Stephanie Stoup | Dec. 2, 2025
The Holidays: A Perfect Time to Talk About Education Goals
The holiday season is more than festive lights and family traditions. It’s also a rare opportunity to gather loved ones…
Tyler Rudek | Nov. 4, 2025
October Market Update
Despite government shutdown concerns and trade tensions, markets continued to show strength in October, with the S&P 500 reaching 36…
Tyler Rudek | Oct. 31, 2025
Social Security COLA and Portfolios
In this week’s update, we break down the latest Social Security cost-of-living adjustment (COLA) and what it means for retirees.…
Tyler Rudek | Oct. 21, 2025
Understanding Gold’s Record Rally
In this week’s Market and Economic Update, we explore gold’s record-breaking rally—up more than 60% this year and now surpassing…
Tyler Rudek | Oct. 14, 2025
The Latest on the Trade War with China
Chief Investment Officer Tyler Rudek of Boyum Wealth Architects discusses the recent market volatility driven by U.S.–China trade tensions and…
Tyler Rudek | Oct. 10, 2025
Heading into Q4 2025: Market Resilience Amid Government Shutdown Drama and Rate Cuts
We have rounded third and are headed for home, as October marks the start of the final quarter of 2025.…
Ashley Klemann | Oct. 7, 2025
The Hidden Costs of Too Much Cash
Cash or Stock and Bonds? In this week’s market update, Ashley Klemann, CFP® dives into the pros and cons of…
Ashley Klemann | Oct. 1, 2025
Government Shutdowns: Historical Market Impact
Federal funding debates have returned to the forefront as lawmakers work to prevent a government shutdown. This development comes amid…
Ashley Klemann | Sep. 30, 2025
Understanding a Stock Market Bubble
Wondering if there’s a market bubble? Ashley Klemann, CFP® is here to put those concerns to rest. In this week’s…
Ashley Klemann | Sep. 22, 2025
What the Fed Rate Cut Means for Your Money
The Fed just cut rates for the first time since last year. Ashley Klemann, CFP® is here to breakdown what…
Ashley Klemann | Sep. 10, 2025
Key Perspectives on Jobs and the Economy
Ashley Klemann, CFP® dives into the report and explains its implications for the economy.
Stephanie Stoup | Sep. 9, 2025
Back-to-School, Big-Time Changes: What Families Need to Know About FAFSA, 529 Plans & Student Loans
As backpacks get packed and tuition bills arrive, 2025 is delivering more than just class schedules and school supply lists-…
Ashley Klemann | Sep. 2, 2025
Market Performance Despite Policy Uncertainty
Ashley Klemann, CFP® discusses the market’s performance in the previous month, how businesses are handling tariffs and shares strategies for…
Ashley Klemann | Aug. 21, 2025
Protecting Your Money From Rising Prices
Prices are increasing, but you don’t have to navigate this alone! Ashley Klemann, CFP®, dives into the ins and outs…