Agata Kubis, CFP, MSM

06/06/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

05/27/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to me and let’s talk about your goals.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/20/2026

Even the most seasoned investor can feel nervous during times of volatility, but history shows that the market is resilient over the long term.

Even the most seasoned investor can feel nervous during times of volatility, but history shows that the market is resilient over the long term.

How to maintain a long-term perspective during periods of heightened volatility.

05/13/2026

Market ups and downs can feel overwhelming. But the good news is, there are solutions that can help limit downside exposure, while maintaining growth opportunities for your investments. Curious on how this might fit into your strategy? Let’s connect.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/10/2026

From rooftop adventures to everyday moments, mothers make everything more magical. Here’s to the women who show up with endless love, patience, and the best selfie skills in the city! 🗽✨
Wishing all the amazing moms in a day filled with joy, appreciation, and well-deserved rest. You are truly the heart of everything. With gratitude and warm wishes — Happy Mother’s Day! 🌸

05/06/2026

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

04/29/2026

What you build today can also create a legacy that crosses generations. With the right strategy, you can help meet your financial goals and provide for those you care about. Let’s talk about ways that you can create an impact for generations to come.

04/22/2026

Markets move. Goals evolve. One thing that shouldn’t change is your plan to stay on track. Let’s talk about strategies that can offer long-term growth potential while helping manage volatility, especially during uncertain times.