Stoic Wealth Advisors

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

08/03/2026

Many people hear the word Stoicism and assume it means being emotionless or pessimistic.

Nothing could be further from the truth.

Stoicism teaches us to focus our energy on what we can control while accepting what we cannot.
It's a philosophy that has helped people navigate uncertainty for over 2,000 years, and
it's a principle that guides how we approach financial planning.

Markets will fluctuate. Life will bring unexpected challenges.

The question is not whether uncertainty will come.

The question is how prepared we'll be when it does.

That's why we believe financial planning isn't just about building wealth, it's about
building peace of mind.

💬 Before today, what was your impression of Stoicism?

07/27/2026

We live in a culture obsessed with instant results.

The market rewards something different: Patience.

Compounding works quietly at first. Then it works all at once.

07/22/2026

Service has always been one of the most meaningful ways to invest in a community.

I'm grateful to share that I've been appointed to the Board of Directors for the Dignity Health Yavapai Regional Medical Center Foundation.

Throughout my career as a financial advisor, I've believed that stewardship is about more than managing investments—it's about helping strengthen families, communities, and the organizations that care for them. This opportunity allows me to extend that commitment beyond my profession and contribute to a mission that directly impacts the health and well-being of our community.
Healthcare touches every one of us at some point in our lives. I'm grateful for the opportunity to work alongside dedicated board members, Foundation staff, physicians, caregivers, volunteers, and donors who are committed to ensuring exceptional healthcare remains available here in Northern Arizona.

Thank you to the Foundation's leadership and Board for the confidence you've placed in me. I look forward to listening, learning, and serving in this new role.

"Stewardship is measured not by what we accumulate, but by what we leave stronger than we found it."

~Luke Rudolph

07/20/2026

Financial Myth Monday

Many people fear investing because they focus on short-term volatility.

Successful investors focus on the long game.

💬 What's your biggest concern about investing?

07/13/2026

Markets will rise.

Markets will fall.

Life will bring opportunities, challenges, and unexpected turns.

That's why a financial plan is about more than investments; it's about having a roadmap that helps you navigate every season of life.

At Stoic Wealth Advisors, we're committed to helping clients stay focused on their goals no matter what lies ahead.

07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

07/06/2026

Financial stress looks different for everyone.

For some, it's preparing for retirement.
For others, it's managing debt, investing wisely, or navigating taxes.

We're curious...

💬 Which financial challenge causes you the most stress right now?

Share your answer in the comments below.

06/29/2026

Financial planning isn't about predicting the future.

It's about creating clarity in the present.

When you have a plan in place, decisions become easier, uncertainty becomes manageable, and your financial future becomes more intentional.

At Stoic Wealth Advisors, we help clients move from financial confusion to financial confidence through thoughtful planning and long-term guidance.

Ready to gain clarity about your financial future?

06/22/2026

Financial Myth Monday

How much money do you actually need to retire?

The answer isn't the same for everyone.

Retirement planning should be built around your lifestyle, goals, and vision, not a number you heard online.

💬 What's your retirement number?