SecondHalf Coach Wealth Management

10/16/2026

Explore historical stock market performance during presidential and midterm election cycles and learn why perspective and a long-term investment approach matter.

10/16/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

10/16/2026

🎉 Happy Birthday, Bree! 🎉
We’re celebrating our very own Bree! 🥳
Earlier this week, we enjoyed some delicious pumpkin roll to celebrate her special day—and it was the perfect treat for this fall weather! 🍂🎃

Bree, we hope the year ahead is your best one yet! We’re so excited to see all the hard work you’ve been putting in come to fruition. The sky is the limit, and we can’t wait to see what’s next for you! ✨

Help us wish Bree a very Happy Birthday! Drop your birthday wishes in the comments below! 💚💙

10/16/2026

Happy National Boss’s Day!

Today, we’re taking a moment to celebrate and thank our leadership, Tony, Bill, and Jess, for all they do for us! We’re incredibly grateful for their guidance, generosity, and the many ways they support our team—not just today, but all year long. We’re fortunate to work alongside leaders who care about their people and make our workplace such a special place to be.

This year’s celebration was a little bittersweet as we marked our last Boss’s Day with Tony before his retirement. We’re so thankful for the memories, laughter, and time we’ve shared along the way.

Here’s to celebrating great leadership and the people who make a difference every day!

10/14/2026

October is Cyber Security Month, today topic: Cyber Attacks.

Some of the most common cyber attacks and scams come via phishing scams. These can arrive through emails, text messages (smishing), or phone calls (vishing), often using urgency, suspicious links, unknown senders, or requests for personal information to trick you. Stay protected by thinking before you click, verifying unexpected messages and callers, deleting suspicious communications, keeping software updated, and never sharing sensitive information with strangers.

Learn more about how to identify a phishing scam here:
https://www.lpl.com/investors/investment-essentials/technology-cybersecurity/avoiding-cyber-attacks-and-scams.html

10/12/2026

Weekly Market Performance — October 9, 2026 LPL Research Last Updated: October 09, 2026 LPL Research provides its Weekly Market Performance for the week of October 5, 2026. Stocks climbed to fresh record highs for the first time since...

10/12/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

10/12/2026

October is Cyber Security Month, today topic: Identity Protection.

The internet holds a wealth of information, but be sure to protect your personal information by staying vigilant online. When traveling, avoid public Wi-Fi and charging stations, protect sensitive data, limit the personal information you share, and use secure payment methods to help reduce your risk.

Learn more about ways to help protect your information while online here:
https://www.lpl.com/investors/investment-essentials/technology-cybersecurity/protecting-your-identity.html

10/09/2026

The question everyone has: Will Social Security be around for you? Read this.

10/07/2026

🎉 Happy Birthday, Liz! 🎂💗

We celebrated the birthday girl with some delicious peanut butter brownies and peanut butter cup ice cream! We’re so grateful for the joy, positivity and kindness Liz brings to our office every day. She has a way of making those around her smile, and we’re lucky to have her on our team!

Help us wish Liz a very Happy Birthday! 🥳