Three Leaf Financial

01/11/2026

Happy New Year! 🎆 We hope your holidays were joyful despite any seasonal illnesses. Dive into our December 2025 Market Review and see how the market fared and what to expect for 2026. Read more ➡️ https://wix.to/zN3wTXb

Start being informed. Read the monthly financial market insights of Three Leaf Financial

12/04/2025

As November wraps up, our 2025 Market Review highlights a somber tone with the S&P 500 dropping by 5.7% during the month from it's October highs. While we enjoyed a wonderful Thanksgiving with friends and family, the markets weren't as joyful. Dive into our detailed insights and reflections on the recent downturn: https://wix.to/I0vAQjP

Start being informed. Read the monthly financial market insights of Three Leaf Financial

11/11/2025

Not a perfect article but covers some great important points for considerations on a location move in retirement

When retirees relocate, they think life will be cheaper, easier, sunnier — only to find some big disappointments. Here’s how to minimize mistakes.

11/09/2025

October was a month of resilience! Despite hurdles like the government shutdown and trade uncertainties, equities posted their sixth straight month of gains. Dive into our latest commentary to see how the market navigated these challenges! Read more: https://wix.to/GvjSRNN

Start being informed. Read the monthly financial market insights of Three Leaf Financial

10/08/2025

As the leaves change and we welcome the cooler days of fall, it's time for our September 2025 Market Review & Commentary. Interested in insights on the latest market trends? Check it out here: https://wix.to/LL8egou

Start being informed. Read the monthly financial market insights of Three Leaf Financial

10/08/2025

Wonderful time spent last week at the Brookstone Capital Management Annual Conference in Dallas, TX.

09/10/2025

As we embrace the cooler temperatures, it's time to reflect on the market trends of August 2025. Join us for an insightful commentary on the latest updates. Read more here: https://wix.to/DwII8vQ

Start being informed. Read the monthly financial market insights of Three Leaf Financial

08/11/2025

🌟 Exciting updates in the July 2025 Market Review & Commentary! Discover how trade developments have influenced market indexes and gain insights into the second quarter results. Don't miss out on the financial trends that could shape your investments! Read more: https://wix.to/BMZPq7G

Start being informed. Read the monthly financial market insights of Three Leaf Financial

07/10/2025

As we step into the second half of 2025, let's review the market trends from June! It’s time to analyze where we stand and the opportunities that await. Check out the full commentary here: https://wix.to/62jX10h

Start being informed. Read the monthly financial market insights of Three Leaf Financial

06/06/2025

Join us as we take a look back at the May 2025 Market Review & Commentary. Discover key insights and trends that shaped the market last month! Read more: https://wix.to/rERJmNK

Start being informed. Read the monthly financial market insights of Three Leaf Financial

06/05/2025

If you are contributing to a 401k, than here is your reoccurring reminder to review contributions to the Roth side of the plan

By paying taxes now instead of in the future, you are putting aside more money for retirement.