Amplify Wealth Management

06/26/2026

Your home could be a valuable income source in retirement.

From downsizing to exploring options like a reverse mortgage, your home equity can play an important role in supporting your long-term financial goals.

Understanding your choices can help you make more confident decisions about how to turn what you have built into income when you need it.

The equity in your home can be an important source of incomeduring your retirement. If you sell your present home and buy a smaller, lessexpensive home or a condo, you can put the difference into your retirementfund, even as you reduce your overall housing costs.

06/24/2026

Wondering what moved the markets this week? Get a clear, concise recap from LPL Financial’s Research team, plus strategic insights to help you stay ahead of the curve. Read More: https://www.amplifywealthmanagement.com/weekly-market-commentary

06/22/2026

When it comes to your mortgage, the term you choose can have a major impact on your monthly payment and long-term financial goals. We are sharing a helpful calculator from our website to compare shorter and longer-term options as you plan for the future.

A few small adjustments today can make a big difference over time: https://www.amplifywealthmanagement.com/resource-center/estate/comparing-mortgage-terms-1

06/21/2026

Father’s Day is a time to celebrate the guidance, support, and dedication that shape strong families and lasting legacies. It’s also a meaningful reminder of the importance of planning for the future and protecting what matters most.

This year, we’re proud to honor incredible dads on our team, Art Felix and Josh Hanlin, whose commitment to both their families and their clients truly embodies what this day represents. We’re honored to share a glimpse into the moments they cherish most with their families.

Wishing all the dads and father figures a happy and well-deserved Father’s Day.

06/19/2026

In observance of Juneteenth, our office and the markets will be closed as we take time to recognize and reflect on this important day in history.

06/18/2026

Homeownership starts long before closing day. From preparing your finances to understanding how a new home fits into your broader financial picture, this guide walks through three practical steps to help you plan for a successful transition. https://www.amplifywealthmanagement.com/blog/the-road-home-a-homebuyers-guide-to-financial-planning

06/17/2026

Stay informed. LPL Financial’s Research team breaks down this week’s market activity from earnings trends to new opportunities so you can stay focused on your goals. Read More: https://www.amplifywealthmanagement.com/weekly-market-commentary

06/15/2026

Your home is more than just a place to live, it’s a part of your legacy. Without the right plan in place, it can create unnecessary complications for the people you care about most. From how your home is titled to how it fits into your overall estate strategy, the details matter.

If you own a home, it may be worth a conversation to make sure everything is aligned with your long-term goals.

06/10/2026

Stay confident in your financial journey with weekly insights from LPL Financial’s Research team. Each recap covers the latest market movements along with strategic takeaways that matter. Read More: https://www.amplifywealthmanagement.com/weekly-market-commentary

06/08/2026

The upcoming SpaceX IPO is drawing a lot of attention, especially with potential access for everyday investors right from the start. While opportunities like this can be exciting, it is important to remember that IPOs can come with added uncertainty and volatility. A thoughtful approach can help ensure these moments fit into your broader strategy. If you are considering participating, make sure it aligns with your long-term goals before making a move.

Getting a piece of AI powerhouses SpaceX, OpenAI, and Anthropic isn’t easy pre-IPO. It isn‘t impossible, though. Here’s how you do it.