Luongo Wealth Management

10/16/2026

With the midterm election coming into focus, expect attention to shift to the Fed’s next two-day meeting that ends on October 28. Some believe the unspoken rule is that the Fed doesn’t adjust rates prior to an election. On closer...

10/09/2026

Lately, we have noticed an interesting shift in our introductory meetings. Clients and prospective clients are increasingly coming into our offices with financial strategies, portfolio ideas, or checklists that are printouts of...

10/07/2026

10/06/2026

Weekly Market Commentary | The Debt Math, Explained | October 5, 2026
Learn more by checking out this week's Market Commentary.
https://www.luongowealthmanagement.com/weekly-market-commentary

10/05/2026

Why So Bearish?

10/02/2026

An estate strategy is about much more than just who will get your money or who will get your possessions. It's also about creating an approach for your assets when you can no longer guide the process. But we also wanted to share with...

10/01/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

09/30/2026

🌴 More Americans are deciding that enjoying life now matters just as much as making financial progress for later.

A recent SoFi survey found that 72% of Americans would be willing to make slower progress toward their financial goals so they can spend more time with family, travel more, and prioritize meaningful experiences.

That doesn’t necessarily mean abandoning long-term goals. In fact, 59% of respondents said enjoying life is how they define financial progress, compared with 27% who pointed to owning a home.

The challenge is finding a balance between what matters now and what matters later. ✈️ That can mean making room for a vacation, concert, or family event while still keeping an eye on retirement savings and debt.

But charge that trip to a credit card and carry a balance, and interest can turn a two-week memory into a much longer bill.

What does financial progress look like to you: reaching the next milestone, enjoying more of life now, or some mix of both?


Source:

SoFi found 72% of Americans are willing to make slower progress on financial goals to prioritize family, travel and meaningful experiences.

09/29/2026

Weekly Market Commentary | Stock Market’s Wall of Worry Gets Taller | September 28, 2026
Learn more by checking out this week's Market Commentary.
https://www.luongowealthmanagement.com/weekly-market-commentary