Rosevest Financial

Rosevest Financial Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

August is usually considered a weak month for stocks. This year, the S&P 500 is up about 3% with one trading day left. T...
08/31/2026

August is usually considered a weak month for stocks. This year, the S&P 500 is up about 3% with one trading day left.

That matters, because when August was positive and stocks were already up 10% to 17.5% for the year, the final four months gained in 10 of 11 past instances.

It’s a small historical sample, not a forecast. But it’s one reason September’s bad reputation may not tell the whole story this year.

See what the seasonal data is showing heading into fall: https://rosevestfinancial.com/insights/blog/market-commentary-a-strong-august-sets-stocks-up-for-a-better-september-than-feared/

You probably have a good idea of how much you’ve saved for retirement. But that number is only part of the story. Your i...
08/29/2026

You probably have a good idea of how much you’ve saved for retirement.

But that number is only part of the story.

Your income, how much you’re still saving, what you expect to spend, and how you invest can all affect the picture.

Answer six quick questions to get a better sense of your retirement readiness: https://www.rosevestfinancial.com/retirement-planning-quiz/

Retirement might be your main goal, but it’s probably not the only one. You may also be planning for healthcare costs, c...
08/28/2026

Retirement might be your main goal, but it’s probably not the only one.

You may also be planning for healthcare costs, college for a child or grandchild, or other long-term needs.

That’s where tax-advantaged accounts come in. A 401(k), Roth IRA, HSA, or 529 can each offer different tax benefits depending on the account and how it’s used.

See how these accounts work across different parts of your financial plan: https://www.rosevestfinancial.com/insights/blog/how-to-leverage-tax-advantaged-accounts/

Ten years from retirement, you still have time to save, adjust, and think seriously about the life you want to fund. Fiv...
08/26/2026

Ten years from retirement, you still have time to save, adjust, and think seriously about the life you want to fund.

Five years out, the conversation gets more practical. What will you spend? Where will your income come from? Are you on track?

With one year to go, it’s time to start putting more of the plan into motion and even “test drive” what retirement might feel like.

See what may deserve your attention at each stage: https://www.rosevestfinancial.com/insights/blog/what-you-need-to-do-10-5-and-1-year-before-retirement/

A lot of the headlines around the markets right now are focused on stocks, but there’s another part of the market worth ...
08/24/2026

A lot of the headlines around the markets right now are focused on stocks, but there’s another part of the market worth watching: debt.

Debt is becoming a bigger part of the market story—from $40 trillion in U.S. government debt to the growing use of debt to fund the AI boom.

While we believe the summery rally looks likely to continue, it’s a reminder to keep the bigger picture in view.

Get our full analysis on recent market moves: https://www.rosevestfinancial.com/insights/blog/market-commentary-debt-takes-center-stage-from-washington-to-the-ai-buildout/

Most of us have a picture in our minds of what we want our investments to do for us over time.But have you ever stopped ...
08/22/2026

Most of us have a picture in our minds of what we want our investments to do for us over time.

But have you ever stopped to think about what those expectations say about how much risk you’re comfortable taking?

Try the Investment Risk Tolerance Quiz to get a better sense of how you think about risk and long-term growth: https://rosevestfinancial.com/risk-tolerance-quiz/

Before you figure out how much you’ll need for retirement, it helps to know what you’re actually planning for.Travel? Mo...
08/21/2026

Before you figure out how much you’ll need for retirement, it helps to know what you’re actually planning for.

Travel? More time with family? New hobbies? Maybe a move somewhere warmer?

And that picture may change as retirement goes on. The active early years can look very different from the years when health, support, and a slower pace become more important.

See how thinking through each phase of retirement can help you plan for the life you want: https://rosevestfinancial.com/insights/blog/getting-ready-to-retire-how-to-be-fully-prepared/

At first glance, Social Security sounds simple: claim early or wait.But that one choice can affect your monthly income f...
08/19/2026

At first glance, Social Security sounds simple: claim early or wait.

But that one choice can affect your monthly income for the rest of your life. And if you’re married, your decision could affect your spouse’s benefits, too.

Then add taxes, Medicare, longevity, and other sources of retirement income, and there’s a lot more to consider than just picking an age.

See how Social Security may fit into your bigger retirement picture: https://rosevestfinancial.com/insights/blog/social-security-benefits-whats-your-game-plan/

Stocks reached new highs last week.You might not guess that from how investors are feeling.Bears have outnumbered bulls ...
08/17/2026

Stocks reached new highs last week.

You might not guess that from how investors are feeling.

Bears have outnumbered bulls for four straight weeks, and retail investors recently sold at one of the fastest clips on record.

Historically, bull markets have tended to end amid euphoria, not when investors are still this nervous.

See why all that caution may be worth paying attention to: https://rosevestfinancial.com/insights/blog/market-commentary-uncertainty-on-wall-street-resilience-on-main-street/

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7220 N. 16th Street Suite C
Phoenix, AZ
85020

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 2pm

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