Somnio Wealth

10/18/2026

Bond investors should focus more on the income generated by their holdings than on short-term price fluctuations, as coupon payments are often the primary driver of long-term bond returns. LPL Research emphasizes that in a rangebound interest-rate environment, the steady income from bonds can help o...

10/16/2026

LPL Research discusses how markets entering Q4 face election uncertainty, higher bond yields, and earnings season, while fundamentals remain key.

10/16/2026

We are so excited to share highlights from our Market-Update & Year-End Planning webinar we held earlier this month. In case you missed it, Cayman Menard and Peter Pagano discussed key factors that are contributing to the current market environment and broke down what you, as an investor need to review before December 31st.

The end of the year is naturally a time to pause and reflect on things that might have changed. At Somnio Wealth, we encourage all of our clients to meet with us before the end of the year to discuss any life changes as well as multiple year-end items we want to make sure you've checked off your list.

Whether you had a major life change or if it's been awhile since you've looked at your entire financial picture, we want to sit down with you now so that you are prepared as we head in to the new year. Follow the link in our bio or give us a call to schedule a meeting.

10/14/2026

LPL's Weekly Market Performance for the week of September 21, 2026, highlights volatile geopolitical headlines, a bond market selloff, and AI optimism.

10/13/2026

Don’t Wait Until December to Think About Taxes

Tax planning is much easier when you're looking ahead instead of looking backward.

By October, you have a pretty good picture of how your financial year is shaping up. That makes now a useful time to review your income, retirement contributions, investment gains and losses, charitable giving, and estimated tax payments.

Depending on your circumstances, there may be planning opportunities that need to happen before December 31. Waiting until tax filing season can mean you're reviewing decisions after the opportunity to make a change has already passed.

A few questions to ask now:

• Has my income changed significantly this year?
• Am I on track with my retirement contributions?
• Do I have investment gains or losses worth reviewing?
• Am I planning to make charitable gifts before year-end?
• Have I taken any required RMDs?
• Are my estimated tax payments and withholding still appropriate?

Tax planning isn't just about preparing last year's return. It's about using what you know today to make informed decisions about the rest of this year.

If you haven't had your year-end tax conversation yet, October is a good time to start.

10/11/2026

LPL Research analyzes the relationship between strong track records that garner investment inflows and the resulting, negative portfolio and process changes that sometimes follow.

10/09/2026

Midyear manager interviews reveal conviction in AI investment, concern about rates and crowding, and growing interest in quality and breadth.

10/08/2026

We are so proud of Greg's son, Charlie who is doing great things in our community!

Check out his Youtube channel for more satisfying lawn care videos! https://www.youtube.com/

Charlie Mullaney, a seventh grader in Anchorage, is using his lawn care business to give back to his community while sharing his work on a YouTube channel.

10/07/2026

LPL Research analyzes historical performance of S&P equity sectors after the start of Fed rate-hiking campaigns to help investors navigate the new cycle.

10/07/2026

Thank you to everyone who joined us for our Market Update and Year-End Planning Webinar last night. We hope you learned something and that you left knowing exactly what you need to review before the end of the year. We had viewers join us across the US including our tiniest and cutest investor, reminding us all that financial discipline can never start too early! 😂

The end of the year is naturally a time for reflection and a great time to check in on your goals. We would love the opportunity to meet you wherever you are at on your financial journey. Give us a call to schedule a meeting with one of our advisors at (502) 453-7326.

In case you weren't able to join us, don't worry! We will be posting Reels of the biggest takeaways and the webinar in full in the coming weeks.