Rawlings Wealth Management LLC

07/21/2026

Our Q3 2026 Market Update is here — and today is one of the most important days of the financial quarter. 📊

The June inflation report releases this morning, and it will likely shape Federal Reserve policy for the rest of the year. While markets await the results, we wanted to share our team's perspective on where things stand — and what we're doing about it.

Q2 2026 was a remarkable quarter for investors. The S&P 500 rose over 15%, the Nasdaq surged more than 21%, and the April ceasefire that ended the Strait of Hormuz disruption fueled a powerful spring rally. But as we enter Q3, the environment has shifted — inflation is running at 4.2%, a September rate hike looks increasingly likely, and geopolitical uncertainty has returned.

Our Q3 Quarterly Market Perspectives cover everything you need to know:
✅ Where equity markets go from here
✅ What the Fed's hawkish pivot means for your portfolio
✅ How we're positioning for inflation and rising rates
✅ Key dates and events to watch through September

We're here to be the steady hand when markets get noisy. 📩 If you have questions about your portfolio or want to connect with your Rawlings advisor, don't hesitate to reach out.

You can read the full newsletter here: http://www.rawlingswm.com/newsletter

Rawlings Wealth Management
Clarity in Complexity. Confidence in Every Season.
📞 (860) 430-2167 | [email protected] | www.rawlingswm.com

Bradford R. Boisvert CEO & Founder

04/07/2026

Our Q2 2026 Rawlings Wealth Management Newsletter is now live.

In this edition, we share updates on the current market landscape, what we’re watching for the months ahead, and a few planning ideas that may be helpful as you think about your financial goals for 2026.

You can read the full newsletter here: http://www.rawlingswm.com/newsletter

As always, if you’d like to talk through anything in more detail, feel free to reach out.

860-430-2167 / [email protected]

12/03/2025

💰 It’s never too early to teach your kids about money!

Whether it’s saving for a new toy or giving to a cause they care about, financial lessons learned early make a lifetime of difference.

At Rawlings Wealth Management, we help families set strong financial foundations — and that starts with talking about money at home.

11/26/2025

🏠✨ Quick Family Finance Tip:

A little awareness goes a long way! Start this month by tracking your top 3 spending categories — you might be surprised where small changes can free up savings for family goals.

At Rawlings Wealth Management, we help families align money with meaning. Because your financial plan should reflect what truly matters. 💙

11/17/2025

💰 Turn tax time into a family win!
We’ve helped clients uncover overlooked deductions, create smart family payroll strategies, and build tax-efficient retirement savings — all without big lifestyle changes.

✨ Smart planning today means more opportunities tomorrow.
Message us to see how proactive tax planning can help your family this year.

11/14/2025

Many parents feel like they have to choose between saving for college or preparing for retirement — but that’s not always true.

Recently, we helped a family find balance between both goals through careful planning and tax-efficient strategies.

Their kids’ college dreams are still alive — and their retirement goals are right on track.

🌟 With the right guidance, you can pursue both family and future.

11/12/2025

Q4 Money Check! 🗓️💰

The year’s flying by — have you checked in on your goals lately?

Whether you’re saving for your child’s education, planning a big trip, or preparing for retirement, now’s the perfect time to make sure you’re still on track.

A quick conversation can help make the rest of the year your strongest yet.

📞 Let’s plan together — visit www.rawlingswm.com

11/07/2025

Retirement can feel uncertain — even for those who’ve saved their whole lives.

We recently helped a couple in their 60s map out a clear income plan so they could finally enjoy the freedom they worked so hard for.

Today, their retirement isn’t about worrying — it’s about living.

🌟 At Rawlings Wealth Management, we help turn uncertainty into clarity — one plan at a time.

11/05/2025

💡 Tax season doesn’t have to be stressful — it can be an opportunity!
Recent updates to the 2025 tax laws mean families could benefit from smarter planning around deductions, credits, and investments.

At Rawlings Wealth Management, we work with families to ensure every dollar is working efficiently — today and for years to come.

📞 Contact us today to make sure your plan takes full advantage of the latest tax changes!

10/31/2025

We recently worked with a young family who felt unsure where to begin — between saving for college, managing everyday expenses, and planning for retirement, it all felt like too much.

Together, we mapped out a realistic strategy that gave them control over their money — and peace of mind about their future.

Today, they’re not just saving; they’re investing in their dreams.

🌟 At Rawlings Wealth Management, we help turn financial stress into financial strength.