Gregory Brumagin with Brumagin & Kelley Wealth Management Group

09/08/2026

This week’s market insights and financial developments are ready for review. 🗞️ Don’t miss the latest updates in our Weekly Market Commentary: https://www.lpl.com/research/weekly-market-commentary.html

09/07/2026

This Labor Day, we celebrate the hard work, dedication, and contributions of workers everywhere. Our office and the markets will be closed in observance of the holiday. Wishing you a well-deserved day of rest and time with loved ones.

09/04/2026

Most Roth IRA savers aren’t maxing out their accounts—but small moves like automating deposits or steadily increasing contributions can help close the gap.

09/02/2026

Strong corporate earnings, continued enthusiasm around AI innovation, and a resilient U.S. economy support a positive outlook for stocks, despite ongoing concerns about interest rates, geopolitical conflicts, and upcoming elections. Investors may benefit from maintaining a diversified portfolio with an emphasis on equities, high-quality bonds, and alternative investments to help manage potential market volatility.

Strong corporate earnings, continued enthusiasm around AI innovation, and a resilient U.S. economy support a positive outlook for stocks, despite ongoing concerns about interest rates, geopolitical conflicts, and upcoming elections. Investors may benefit from maintaining a diversified portfolio with...

09/01/2026

Your weekly snapshot of market trends and financial opportunities is here. 🗞️ Catch up on key insights and timely updates in our Weekly Market Commentary: https://www.lpl.com/research/weekly-market-commentary.html

08/28/2026

Insurance can help affluent families with estate planning, tax mitigation and building a legacy for future generations.

Insurance can help affluent families with estate planning, tax mitigation and building a legacy for future generations

08/26/2026

How prepared are you for life's unexpected financial challenges?
Take our Financial Preparedness Quiz and see how your current plan measures up. From protecting your income to safeguarding your family's future, a few simple questions can reveal important gaps you may not have considered.
Swipe through to test your knowledge and assess your readiness. ➡️

08/25/2026

Stay informed with this week’s financial outlook and market highlights. 🗞️ Explore important trends and insights in our latest Weekly Market Commentary: https://www.lpl.com/research/weekly-market-commentary.html

08/24/2026

Life brings challenges and opportunities along the way. Our proactive approach is designed to help you stay focused, informed, and on track toward a meaningful, purpose-driven financial future.
Learn more about our philosophy and how we can help: https://www.brumaginkelleywealth.com/about-us
Questions? We'd love to hear from you. Reach out by phone or email to start the conversation.

08/21/2026

Savings plans must provide future income projections based only on your current balance. That could tempt younger workers to stop investing.

Savings plans must provide future income projections based only on your current balance. That could tempt younger workers to stop investing.