Magnolia Wealth Strategies, a MassMutual firm

11/03/2026

U.S. stocks ended the week lower as a sharp tech selloff, including Alphabet’s record drop amid questions about AI spending, outweighed broader market gains. Treasury yields fell as the Fed held rates steady and inflation cooled, while economic data remained resilient. Check out this week’s market perspective to learn more.

11/02/2026

Leadership extends well beyond the office.

As a freshman football coach, Jacob has the opportunity to help young athletes develop not only their skills on the field, but also the character, confidence, values, and faith they carry into everyday life.

Through coaching and mentorship, Jacob strives to make a positive impact on these young men during an important time in their lives, encouraging growth both on and off the field.

We're proud to spotlight Jacob and his commitment to serving others and investing in the next generation.

11/02/2026

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure it continues to reflect your goals and intentions for the future. Let’s review your options.

10/31/2026

Wishing you a day filled with fun, laughter, and a few sweet treats. 🎃🍬

10/28/2026

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he shares perspective on today's economic and market environment and the factors that may influence markets in the months ahead.

Join Daken Vanderburg for a timely discussion on how economic growth has remained firm despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session explores what simmering geopolitical tensions and elevated inflation mean for the Federal Reserve, v...

10/28/2026

You bring the expertise. At Magnolia Wealth Strategies, we bring the support, tools, and resources to help you grow. ​

Let’s talk: https://bit.ly/4ibDQcC

10/27/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/22/2026

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/4ihN7OZ

Ready to start building your plan? Reach out today.