Jay Bartley, CEPA, MDRT - Rethink Wealth

Jay Bartley, CEPA, MDRT - Rethink Wealth We Exist to empower families to experience purpose, freedom, and abundance. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).

OSJ: 3040 Post Oak Blvd, Ste 1150, Houston, Texas 77056, 281-220-2700. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a, wholly-owned subsidiary of Guardian. White Rhino Financial LLC is not an affiliate or subsidiary of PAS or Guardian. Guardian, its sub

sidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. California License . This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
06/15/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
06/10/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Identity theft is becoming more common every day. Here’s what to do if it happens to you, along with some ways to make i...
06/08/2026

Identity theft is becoming more common every day. Here’s what to do if it happens to you, along with some ways to make it harder for fraudsters to steal your identity and credit

Here’s what to do if you fall victim to identity theft and tips for making it harder for fraudsters to steal your good name

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
06/03/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Here are 5 facts about Social Security you absolutely need to know.
06/01/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

Financial stress isn’t reserved for minimum wage workers. Almost 7 in 10 people earning at least \$100,000 per year say ...
05/27/2026

Financial stress isn’t reserved for minimum wage workers. Almost 7 in 10 people earning at least \$100,000 per year say financial stress is so bad, it’s affecting their work. Try these hacks to help ease money worries.

Financial stress is not limited to those living below the poverty line. It's a real issue for many.

The beans brewed for your morning coffee may have changed hands many times.
05/25/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
05/20/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Hitting six figures used to feel like “making it.” But with rising costs and shifting priorities, many earners are findi...
05/18/2026

Hitting six figures used to feel like “making it.” But with rising costs and shifting priorities, many earners are finding that their money doesn’t go nearly as far as they expected. The six figure success story is changing — fast.

Rising costs are making six figures less of a success benchmark. Learn why income alone might not tell the full story.

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