AIM Advisors

06/03/2026

Building a portfolio and building a retirement income strategy are two different things. A lot of people don't realize the difference until they're already in retirement.

Knowing how to turn what you've saved into something that supports your life takes a different kind of planning. The earlier you start thinking about it, the more options you have.

Our team is ready to help you build a plan that works as hard as you did!

06/01/2026

Weekly Market Commentary 6/1/2026
The post-Memorial Day holiday trading week was short but potent as stocks delivered more record gains while confidence grew that a peace deal would materialize.

The post-Memorial Day holiday trading week was short but potent as stocks delivered more record gains while confidence grew that a peace deal would materialize.

05/29/2026

May 29th - National 529 Day - is the perfect day to highlight one of the most useful tools for education savings.

A lot of families have a 529 but aren't sure exactly what it covers. Spoiler: it's more than just tuition!

Knowing the rules means you can make the most of every dollar you've put in and avoid any surprises when it's time to use it.

05/27/2026

Whether your child is five or fifteen, it's not too early -or too late- to put a plan together for their education costs.

There are more tools available than most families know about, and the earlier you start exploring them, the more options you have. Not sure where to start? Reach out to our team today.

05/26/2026

Weekly Market Commentary 5/26/2026
Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolstered investor optimism.

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolstered investor optimism.

05/22/2026

A new job. Buying a home. Having a child.

Life moves fast, and every major milestone brings a financial shift along with it, whether you're ready for it or not.

The moments that change your life are usually the same ones that call for a fresh look at your financial picture. If you're experiencing a major life milestone, reach out to our team to make sure your financial plan is prepared for a big change.

05/20/2026

Blending a family is beautiful, and complicated. The financial side of it is one of those things that doesn't always get the attention is deserves until it really needs to.

Whose accounts are whose? What happens to your estate plan? How do you protect everyone involved?

These aren't easy conversations, but they're important ones. If you're navigating this, you don't have to figure it out alone! Our team is here to help.

05/18/2026

Weekly Market Commentary 5/18/2026
Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks.

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks.

05/15/2026

The habits we build early tend to stick. And when it comes to money, starting college with a basic foundation can make a real difference - not just now, but years down the road.

Know a college student just getting started? Sometimes the best thing you can do is point them in the right direction.

05/13/2026

There's a question we hear a lot: How do I help pay for college without falling behind on my own retirement?

The goal is to do both. It takes some planning, but it's more possible than most people realize. Your future matters just as much as theirs - and taking care of yourself is part of taking care of them.