Fellows & Blake Financial

02/11/2026

10/07/2025

Last week brought market highs fueled by AI enthusiasm, Fed rate cut hints, and cooling inflation — all clouded by a government shutdown delaying key data. Swipe for more information.

As always, reach out to our team with any questions or needs. We are here as a resource for you.

09/12/2025

As September begins, financial markets and U.S. economic activity are being influenced by record-high equity valuations, growing optimism for potential Federal Reserve rate cuts, continued resilience in the consumer sector, and a weaker-than-expected August jobs report. Swipe to learn more.

As always, reach out to our team with any questions or needs. We are here as a resource for you.

07/30/2025

As an employer, staying informed about 401(k) catch-up contributions is essential for supporting your workforce’s retirement goals while ensuring compliance with evolving regulations. Swipe through to see what you need to know.

Our team is here to help you navigate these updates and ensure your plan remains compliant. Reach out with any questions — we’re happy to assist!

07/28/2025

Thinking of bringing on a summer intern? Swipe through for what you need to know about payroll taxes before you make the hire.

If you have any questions about payroll or tax compliance, our team is here to help — contact us today.

07/24/2025

Offering a 401(k) match is a powerful way to attract top talent, reduce turnover, and provide long-term financial security for your employees. But what’s the best approach for your business? Swipe through for key strategies to consider.

Let’s discuss how to design a 401(k) match that works for your business. Contact our team today!

07/21/2025

As your business evolves, so should your retirement plan. But when is the right time to reevaluate your plan? Swipe through for signs that it might be time for a redesign.

A well-structured 401(k) isn’t just a benefit — it’s a tool for business success. If you’re considering a plan redesign, our team is here to help. Contact us today.

07/17/2025

As summer settles in, many investors expect the markets to slow down — but is that really the case? Swipe through to explore historical data and uncover the truth about seasonal trends.

While past performance offers insights, it is not indicative of future events. Every market cycle is unique. Want to navigate the seasons with confidence? Contact our team to discuss your financial strategy.

07/10/2025

As an employer, you may not be legally required to offer a 401(k) plan — but choosing not to can cost your business more than you think. Swipe through to learn why skipping a retirement plan could put you at a disadvantage.

Don’t let these hidden costs hurt your business. Contact our team today to explore the best retirement plan options for your company.

07/08/2025

Want to boost 401(k) participation among younger generations? Offering benefits that align with their needs can make all the difference. Swipe through for key strategies to make your retirement plan more engaging and effective.

Let’s discuss how we can tailor a plan that works for your team — contact our team today!

07/02/2025

Looking to lower your 2025 business tax bill? Now’s the perfect time to put smart strategies in place. Swipe through for five effective mid-year moves that can make a big difference come tax season.

Want help reviewing your current strategy? Contact our team to schedule a mid-year check-in.

06/26/2025

A competitive retirement plan can set your company apart and help attract and retain top talent. If you currently offer a traditional 401(k), adding a Roth option could provide employees more flexibility in their retirement planning. Swipe through for more on how they compare.

Let us help you build a retirement plan that attracts top talent and supports long-term financial success. Contact our team today.