Jubilee Wealth Strategies

10/07/2026

Today’s the day! 🎉 Excited to see everyone and celebrate our new office! Stop by from 4–6 p.m.—bring the family and your golf swing! 🏌️‍♂️⛳️

A big thanks to Eagle Shots next door for letting us have some fun on their golf simulators! 🙌

Join us in celebrating the new space for Morton Financial & Jubilee Wealth Strategies! Stop by for their open house and ribbon cutting on Wednesday, October 7th from 4-6pm at 1887 Main St. Suite 102, Ferndale. Refreshments will be provided! 🎉

09/10/2026

🎓 Retirement is about more than just saving enough. It’s about making smart decisions with what you’ve built.

If you’re 60+ and have questions about Social Security, taxes, investments, retirement income, or making your money last, we’d love to have you join us for Rejuvenate Your Retirement.®

This two-session educational course is designed to help retirees better understand the financial decisions they face and explore practical strategies for approaching retirement with greater clarity and confidence.

📅 Tuesday Course
September 15 & 22
9:30–11:30 a.m.

📅 Thursday Course
September 17 & 24
1:30–3:30 p.m.

Space is limited register today!
https://www.financialeducatorsnetwork.com/course/2FXT51?utm_source=Advisor&utm_medium=Link&utm_campaign=FMT-22200&utm_content=Shared

We’d love to see you there and spend a few hours learning together!

Rejuvenate Your Retirement® is a course for retirees age 65+ that walks you through post-retirement financial planning to achieve your retirement goals.

09/05/2026

Inflation is still running above the Federal Reserve’s 2% target.

The Fed’s preferred inflation gauge, the personal consumption expenditures price index, rose 0.2% in July and 3.7% from a year earlier. Core PCE, which strips out food and energy prices, increased 3.3% annually.

The report also showed personal income rose 0.4% while spending increased 0.2%.

For consumers, that means price pressures haven’t disappeared, even as some categories, including gasoline and other energy-related goods, moved lower during the month.

With inflation still elevated, the latest numbers may remain an important part of the Fed’s upcoming interest-rate discussions.


Source:

The personal consumption expenditures price index was expected to rise 0.1% monthly and 3.6% on a 12-month basis, according to economists surveyed by Dow Jones.

09/04/2026

Trending Higher

09/03/2026

🏈 Football season is almost here, and all 32 NFL teams are bringing something new to the field.

From offseason moves and fresh faces to shifting expectations across every division, there’s no shortage of storylines heading into 2026.

The season opens with the New England Patriots facing the Seattle Seahawks in a Super Bowl 60 rematch, and that’s just the beginning.

Whether you’re following your hometown team, setting a fantasy lineup, or just counting down to Sundays on the couch, now’s a great time to catch up on what changed during the offseason.

🏆 Which team are you watching most closely this season?


Source:

NBC Sports has 32 team previews full of stats, storylines and projections that could shape your favorite team’s season.

08/08/2026

A new study suggests a blood test may someday help identify healthy older adults who are at higher risk of developing Alzheimer’s symptoms years in advance.

The test measures p-tau217, a form of tau connected to Alzheimer’s-related changes in the brain.

Researchers found that symptom-free older adults with very high levels of p-tau217 had a 38% risk of developing cognitive impairment within five years. That risk rose to 78% over 10 years, though researchers noted there is less confidence in the 10-year estimate.

For now, scientists say the test may be most useful for research, including identifying people who could participate in studies of possible Alzheimer’s treatments or prevention strategies.

They also caution that the test is not yet precise enough to guide an individualized prognosis for healthy people.

The broader takeaway: medical advances can create promising new tools, but timing, accuracy, and clinical usefulness matter. For now, researchers still emphasize familiar brain-health habits, including eating well, sleeping well, exercising, and staying socially engaged.


Source:

A blood test that helps diagnose Alzheimer's might also forecast if healthy older adults will develop symptoms.

08/07/2026

The House passed a bill that would make daylight saving time permanent across most of the United States.

The bill passed by a vote of 308-117 and would end the twice-a-year clock change if it becomes law.

Supporters say permanent daylight saving time would provide more evening daylight during the hours when many Americans are most active. They also point to potential benefits for families, outdoor activity, tourism, and local businesses.

Critics have raised concerns about darker winter mornings, especially for children waiting for school buses and parents commuting to work.

States could opt out if their legislatures act before the bill takes effect.

The bill still needs to pass the Senate before it can be signed into law, so the current clock-change system is not changing yet.

For households and businesses, the debate is a reminder that even something as routine as changing the clocks can affect schedules, safety, commuting, consumer behavior, and local economic activity.


Source:

The Senate would also have to pass the daylight saving time bill before it could be signed into law, but it’s unclear if it will do so.

08/06/2026

Back-to-school season is bringing higher costs for many families.

A new analysis found that a typical basket of school items, including notebooks, lunch boxes, and index cards, is up nearly 8% compared with last year.

School lunches are also more expensive, with the cost of a typical packed lunch up 11%.

The analysis estimates families may spend roughly $4,000 per student on school supplies and lunches this year, including about $175 on school items and $3,800 on packed lunches.

Some items have seen especially sharp increases. Lunch boxes are up 27%, one-subject notebooks are up 23%, and index cards are up 22%.

Higher tariffs, imported school supplies, food prices, and energy costs are all contributing to the increase.

For families, back-to-school shopping is a reminder that seasonal expenses can add up quickly, especially when everyday costs are already stretching household budgets.


Source:

U.S. households will spend roughly $4,000 per student on school supplies and lunches this year, a new analysis found.

02/07/2026

I’m pleased to announce that my practice is now operating as Jubilee Wealth Strategies and has partnered with LPL Financial!

This transition provides access to expanded resources, technology, and support — allowing for greater flexibility and an enhanced client experience, while maintaining a customized, nonproprietary approach to advice.

While the name and firm relationship have changed, my commitment to my clients and my long-term approach remain the same. I’m thankful for the relationships built over the years and excited for what’s ahead.

Questions? I’m here for you! 📞
360-367-4431

12/25/2025

Merry Christmas to you and yours! Hope your day is filled with meaningful time with loved ones.