Hub Wealth Strategies

10/16/2026

Today on the Multi-Dimensional Success Podcast, Yan Katz sits down with two old friends who have achieved special heights in the business world, Anthony Lamacchia and Shant Banosian. The three talk about friendship, family, health, fitness, scaling, and professional success.

We’re excited to kick off the first of our short clips with Anthony, Shant, and Yan, and you can catch the whole conversation here: https://youtu.be/kw4EE7d8w6o

10/15/2026

𝗧𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻 𝗶𝘀 𝗮𝗹𝗺𝗼𝘀𝘁 𝗮𝗹𝘄𝗮𝘆𝘀 𝗮𝗯𝗼𝘂𝘁 𝗿𝗲𝘁𝘂𝗿𝗻𝘀.

What was your return history. What kind of return can I expect.

Return is a small piece of it. Tax efficiency. Cash flow efficiency. And behavioral efficiency, which is staying on plan when markets do somersaults, because you built the buffers in advance.

The things you can actually control are the ones worth measuring.

𝗬𝗮𝗻 𝗝. 𝗞𝗮𝘁𝘇
Managing Partner | Financial Advisor
HUB Wealth Strategies

10/13/2026

U.S. stocks delivered mixed results in the third quarter of 2026, with the S&P 500 gaining approximately 2.0% and the Nasdaq Composite rising about 2.5%, while the Dow Jones Industrial Average declined roughly 2.7%. Technology and AI-related stocks continued to provide support for the broader market, helping the S&P 500 and Nasdaq post their second consecutive quarterly gains.

Despite the positive performance in two of the three major indexes, investors navigated a challenging backdrop that included higher Treasury yields, rising oil prices, inflation concerns, and geopolitical uncertainty. Overall, Q3 produced more modest and uneven returns than the previous quarter as markets headed into the final three months of 2026.
***

Sources:
https://www.reuters.com/commentary/reuters-open-interest/global-markets-q3-roi-column-pix-graphics-2026-10-01/
https://www.wsj.com/finance/stocks/a-tech-fueled-stock-market-powers-through-but-limps-into-the-fourth-quarter-47eac700

10/12/2026

𝘐 𝘸𝘦𝘭𝘤𝘰𝘮𝘦 𝘺𝘰𝘶 𝘵𝘰 𝘸𝘢𝘵𝘤𝘩 𝘮𝘺 𝘴𝘪𝘵-𝘥𝘰𝘸𝘯 𝘸𝘪𝘵𝘩 𝘵𝘸𝘰 𝘭𝘰𝘯𝘨𝘵𝘪𝘮𝘦 𝘧𝘳𝘪𝘦𝘯𝘥𝘴 𝘸𝘩𝘰 𝘳𝘢𝘳𝘦𝘭𝘺 𝘴𝘩𝘢𝘳𝘦 𝘵𝘩𝘦 𝘴𝘢𝘮𝘦 𝘳𝘰𝘰𝘮: 𝘈𝘯𝘵𝘩𝘰𝘯𝘺 𝘓𝘢𝘮𝘢𝘤𝘤𝘩𝘪𝘢, 𝘊𝘌𝘖 𝘰𝘧 𝘓𝘢𝘮𝘢𝘤𝘤𝘩𝘪𝘢 𝘊𝘰𝘮𝘱𝘢𝘯𝘪𝘦𝘴, 𝘢𝘯𝘥 𝘚𝘩𝘢𝘯𝘵 𝘉𝘢𝘯𝘰𝘴𝘪𝘢𝘯, 𝘗𝘳𝘦𝘴𝘪𝘥𝘦𝘯𝘵 𝘰𝘧 𝘙𝘢𝘵𝘦.

𝗠𝘂𝗹𝘁𝗶 𝗗𝗶𝗺𝗲𝗻𝘀𝗶𝗼𝗻𝗮𝗹 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 - 𝗔 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝘄𝗶𝘁𝗵 𝗔𝗻𝘁𝗵𝗼𝗻𝘆 𝗟𝗮𝗺𝗮𝗰𝗰𝗵𝗶𝗮 & 𝗦𝗵𝗮𝗻𝘁 𝗕𝗮𝗻𝗼𝘀𝗶𝗮𝗻.
▶️ https://youtu.be/kw4EE7d8w6o

What does it take to build something big without losing the things ...

10/08/2026

Someone stays sick longer. Someone does not get the treatment. Someone does not get the chance I got.

But when donors give, a major gift or five bucks, it compounds.

Into a 15 year old like me getting a second chance at this thing called life.

𝘠𝘢𝘯 𝘑. 𝘒𝘢𝘵𝘻
Managing Partner | Financial Advisor
HUB Wealth Strategies

10/07/2026

For business owners, tax planning is a process - not a deadline.

When decisions about structure, income, and reinvestment are made proactively,
you gain more control over outcomes and efficiency.

Let's put aside some time to evaluate your tax strategy through a coordinated lens.

- 𝗬𝗮𝗻 𝗝. 𝗞𝗮𝘁𝘇
𝘔𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘗𝘢𝘳𝘵𝘯𝘦𝘳 | 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘈𝘥𝘷𝘪𝘴𝘰𝘳
HUB Wealth Strategies
📍160 Gould Street | Suite 310 | Needham, MA
📲 781.292.3282
💻 www.HUBwealthstrategies.com
👉 Schedule: bit.ly/42DWFwQ

10/05/2026

U.S. stock markets delivered mixed results in September, as rising Treasury yields, persistent inflation concerns, and uncertainty surrounding Federal Reserve interest rate policy weighed on investors. Technology and artificial intelligence stocks remained a bright spot, helping the Nasdaq outperform the broader market despite a challenging month for equities.

For the month, the market's three major indices performed as follows:

S&P 500: −0.5%

Dow Jones Industrial Average: −4.3%

Nasdaq Composite: +1.9%

September marked the end of the Dow's five-month winning streak, while the S&P 500 recorded its third monthly decline in four months. The Nasdaq posted its second consecutive monthly gain, supported by continued strength in technology stocks. Despite September's mixed performance, both the S&P 500 and Nasdaq finished the third quarter with gains

Sources:
https://www.reuters.com/business/us-stock-futures-inch-up-yields-ease-inflation-report-looms-2026-09-30/
https://ca.finance.yahoo.com/news/ai-or-bust-tech-trade-powered-stocks-through-volatile-september-224759194.html

10/01/2026

𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗼𝗻 𝘆𝗼𝘂𝗿 𝘄𝗶𝘀𝗵 𝗹𝗶𝘀𝘁 𝗶𝘀 𝗳𝗶𝗹𝗲𝗱 𝘂𝗻𝗱𝗲𝗿 𝗹𝗮𝘁𝗲𝗿.

Goals are not the hard part. Timing is.

Most of our clients are in their thirties, forties and fifties, decades from retirement, still putting the good things in a someday folder.

Make the list for three years out, five, eight, fifteen. Then we work backward. Small plans stack up faster than people expect.

10/01/2026

🍂 Happy October 1st!

Summer is officially behind us, fall is here, and we've entered the final quarter of 2026.

Now is a great time to get organized, review your financial goals, and make sure you're on track to finish the year strong.

Don't wait until January to start thinking about your finances. A little planning today can help you head into 2027 with a clear strategy and a solid plan for the year ahead.

09/29/2026

Inflation remained elevated in August, with the Consumer Price Index rising 0.4% for the month and 3.4% over the past 12 months. Core inflation, which excludes food and energy, increased 0.3% in August and 2.4% year over year. Energy was a major contributor to the latest increase: gasoline prices rose 3.9% during the month and accounted for more than one-third of the overall monthly CPI increase.

The recent rise in energy costs is becoming an important part of the inflation story. Gasoline prices were more than 27% higher than a year earlier, while airfare increased nearly 3% in August and more than 23% year over year. Higher diesel, jet fuel and transportation costs also have the potential to work their way through supply chains, increasing the cost of moving food and other goods.
***