Medley Advisory LLC

10/16/2026

like Warren Buffett. Learn to navigate downturns with resilience and the wisdom of seasoned professionals.

The principles that have kept Warren Buffett successful through several market crashes.

10/16/2026

Navigating financial wellness involves thoughtful financial and estate planning. Consider organizing assets to ensure smooth transitions, minimizing future conflicts for your family, and incorporating valuable tips to manage your own belongings.

A guide to disposing of all the things your parents accumulated over a lifetime. Plus, 10 tips for organizing your own stuff to spare your kids trouble or conflict.

10/16/2026

Take an inside look into Simplified Employee Pension plans.

10/15/2026

Retirement is ideal for exploring volunteer work, enhancing both financial wellness and personal fulfillment. Combine this with financial planning through charitable giving for an evergreen approach to maintaining overall wellness.

With thousands of volunteer opportunities to pick from, the trick during retirement is narrowing it down to what makes the most sense for you.

10/14/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

10/09/2026

Embrace financial wellness through family conversations. With financial and estate planning, including trusts, foster family governance to pass down values alongside wealth. Engage adult children early for a cohesive financial legacy.

The rise of family governance has been boosted by President Donald Trump’s One Big Beautiful Bill, and families are encouraged to start meaningful conversations across generations — not just about the assets children may inherit and how to manage them wisely, but also about the values parents ho...

10/09/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

10/08/2026

FYI..Look at your options at Medicare.gov

Open enrollment is your chance to make every benefit count.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

Halloween Alert!!!!

BOO !!

If the candy budget is a sour patch for your household finances this Halloween, blame tariffs, the weather, and financial speculators.