Waterford Advisors, LLC

09/08/2026

This week's Market Commentary is now available on our blog: hashtag
! Follow the link below to read:

The Markets The bond market isn’t happy. The United States Treasury market is the biggest and most liquid government bond market in the world. Throughout 2026, rates on U.S. Treasuries have increased. The benchmark 10-year Treasury started the year at 4.2 percent and ended last week at 4.8 percent...

08/31/2026

This week's Market Commentary is now available on our blog: hashtag
! Follow the link below to read:

The Markets Artificial intelligence (AI) is driving the market and the economy. Last week, markets experienced a burst of AI enthusiasm after a leading chip manufacturer’s earnings report exceeded expectations. The company anticipates revenue will grow by 70 percent over the coming year. Its share...

08/26/2026

08/24/2026

This week's Market Commentary is now available on our blog: hashtag
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The Markets Investors may have a rosier view of the future than consumers do. In 2026, markets have been volatile with major U.S. stock indexes posting new highs and new lows. “The S&P [Standard & Poor’s] 500 posted 30 new highs and one new low; the Nasdaq ⁠recorded 155 ​new highs and 85 new...

08/19/2026

Don't forget to submit your request for puppy cuddles when confirming your appointment at our office 😉 🐾

08/17/2026

This week's Market Commentary is now available on our blog: hashtag
! Follow the link below to read:

The Markets Reading the economic tea leaves. The stock market is forward-looking, which means that it reflects investors’ expectations for the future. No one knows exactly what will happen in the months ahead, but investors try to gain an edge by interpreting economic information. Last week, we sa...

08/10/2026

This week's Market Commentary is now available on our blog: hashtag
! Follow the link below to read:

The Markets The rally continues. A lot of factors influence the United States stock market, including economic trends, market sentiment, and government and Federal Reserve (Fed) policies. However, many investors consider earnings, which reveal how profitable a company is after paying expenses, one o...

08/06/2026

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Make sure you check out the Swifty Swine Racing Pigs when you visit the fair!

08/05/2026

Today's Waterford team meeting was all about continuous improvement.

We had great conversations around:
📂 Strengthening document management and security
📊 Exploring financial planning software and reporting options
🗂️ Improving internal document organization and storage
🤖 Evaluating AI tools to help capture meeting notes, track tasks, and streamline collaboration

It's exciting to see our team embracing new ideas and technologies that help us work more efficiently while staying focused on delivering the best outcomes for our clients.

Small improvements today lead to bigger successes tomorrow. Here's to continuous learning, innovation, and teamwork!