Melanie J Financial

06/18/2026

The best financial lessons aren't taught in a classroom, they're learned at home.

Teaching your kids about money doesn't have to be complicated. The small conversations you have today can help build confidence, responsibility, and healthy financial habits that last a lifetime.

What financial lesson do you wish someone had taught you growing up?

06/17/2026

While the Fed is expected to hold rates steady today, easing oil and inflation pressures shift attention to Warsh's messaging and how he plans to reshape the Fed. CIO Larry Adam shares perspective on today's market moving headlines in Up & Adam.

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06/16/2026

Please help us welcome our newest team member, Jennifer Hunter!

06/16/2026

Equity futures point to a modestly higher opening after stocks rallied yesterday. Headlines of a peace agreement between the U.S. and Iran sent oil prices sharply lower. Oil continues to move lower this morning.

Read more in the Morning Brew.

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06/11/2026

What an incredible evening!

Our Melanie J Financial Client Appreciation Event was a wonderful reminder of how blessed we are to serve such amazing clients, families, and friends. Thank you to everyone who joined us at Circle T Arena for a night of great food, music, fellowship, and celebration. We hope you felt as appreciated as you truly are.

We are grateful to the outstanding team at Circle T for their hospitality, Branded Heart for keeping the party going with great music, and Tracy Cox for capturing the special moments of the evening.

Most importantly, thank you to our clients. Your trust means the world to us, and we never take for granted the opportunity to walk alongside you in your financial journey. We are thankful for each and every one of you and look forward to many more years of serving you.

06/11/2026

Higher energy costs pushed headline inflation higher in May, but core inflation showed more modest increases. CIO Larry Adam shares insight in today's Up & Adam.

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06/10/2026

Despite a recent pullback in technology stocks, broader market participation remains encouraging, with most S&P 500 sectors advancing. Combined with resilient consumer spending trends, the backdrop continues to support a positive long term view.

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06/08/2026

This week's report, written by Gina Fay, Director of Fixed Income Private Wealth, shares how housing bonds can offer municipal investors a compelling combination of high credit quality, tax-exempt income, and enhanced yields while supporting affordable homeownership initiatives.

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06/03/2026

Technology, trends and individual investor sophistication has helped democratize the rarefied world of private market investing. Is it right for your goals? Learn more:

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06/02/2026

Tech names are poised to extend recent gains, with a technology hardware company up big in premarket trading, being the latest AI-infrastructure name to rocket higher after a blowout earnings report.

Read more in the Morning Brew.

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