Mediate Financial Services, Inc.

10/16/2026

How did the S&P 500 rise even though most stocks fell?

Full episode can be found in the Link Tree in our bio.

10/16/2026

The third quarter is behind us. But the questions surrounding the markets are far from settled.

Between the rapid rise of artificial intelligence, shifting interest rates, and an evolving economic landscape, there's plenty for investors to unpack as we approach the final stretch of 2026.

In the newest episode of The Clear View Finance Podcast, Chris and Christopher take a closer look at what drove market performance in Q3, what could lie ahead, and what investors should be paying attention to.

Understanding where the markets have been is important. Keeping perspective on where you're going matters even more.

Watch it here: https://youtu.be/f8DpeyLBoZk?si=GYVV5BND2jbo2xm7

Listen:

- Spotify: https://open.spotify.com/episode/5JBlfQ7WxMVuHc5PmvJ5a3?si=Lvto_WolQ9KU0zvGtSkgew

- Apple: https://podcasts.apple.com/us/podcast/17-q3-market-review-ai-interest-rates-whats-next-for/id1870125231?i=1000796538593

- Podbean: https://www.podbean.com/ew/pb-5nfpg-1b860f6

How did the markets perform in the third quarter of 2026, and what ...

10/15/2026

BIG BIG birthday shoutout to our Patti turning the big 4-0!!! 🎈🥳🎉💙

We are so grateful for her and everything she does to not only elevate the experience for our clients, but our team too! Be sure to show her some love!!!

10/15/2026

Ever wonder why Warren Buffet is so high on the S&P 500?

It’s because it’s as good a benchmark for investment growth as you’ll find.

10/09/2026

All this talk about "what's inside your 401(k)?" is leading us to our next question... should you ever roll it over eslewhere?

In this video, Christopher runs through the scenarios where it makes sense, and the scenarios where they don't make sense.

Be sure to like the video and subscribe to our channel for more content!! 👀

Should you roll over your 401(k) when you leave a job or retire? Th...

10/07/2026

If your investments are the “what”… your financial plan needs to be the “how.” The earlier you understand this could be the difference between gaining or losing thousands (or hundreds of thousands 👀).

10/07/2026

This timeless piece can be yours AND you can support an amazing cause while doing it!!!🤍

Join us at this year’s purse bingo here: https://givebutter.com/cisbingo2026

Today’s the day! The start of our 30-day countdown to our 4th Annual Purse Bingo & Raffle! 👜✨

We’re kicking things off with this gorgeous Gucci crossbody, generously donated by Mediate Financial Services!

Featuring Gucci’s signature GG canvas, iconic green and red Web stripe, gold-toned Horsebit hardware, and classic brown leather trim, this timeless crossbody is such a beautiful addition to our purse lineup!

Follow along for purse spotlights all month long as we count down to Bingo. You’re not going to want to miss these! 👀

30 days to go! Who’s ready?! 🥰
Grab your tickets here https://givebutter.com/cisbingo2026

10/06/2026

October is Long-Term Care Planning Awareness Month!

Chris joined Steve Vesey WFMJ this morning to explain why it’s so important to start this conversation with your family sooner, rather than later when you have no choice.

Full story: https://www.wfmj.com/video/news/why-its-so-important-to-have-the-long-term-care-conversation/video_1a37ee2b-ec48-577b-a213-49fb19ac52d8.html

10/05/2026

People who think it’s our job to be the fun police have it all wrong.

It couldn’t be further from the truth, actually.

Our job goes hand in hand with your ability to have fun and stay present. Helping you secure your future = peace of mind.

And with that peace of mind comes more mental clarity, more confidence, and more freedom to be you and live YOUR life on YOUR terms. 👊

09/30/2026

It’s easy to “set it and forget it” when it comes to your investments.

…until it’s not.

Click the links in our bio for the full episode! You’re going to want to hear this. 👀