Pomona Wealth Management

04/19/2026

https://www.pomonawm.com/blog/spring-2026-pomona-newsletter

The first quarter of 2026 reminded us why diversification still matters. U.S. stocks retreated meaningfully as the AI narrative shifted and geopolitical tension — including a Middle East conflict and an oil price spike — weighed on sentiment and pushed out expectations for Federal Reserve rate c...

01/19/2026

https://www.pomonawm.com/blog/winter-2025-newsletter

“The first rule of compounding is to never interrupt it unnecessarily. The second rule is to remember the first rule.”

09/10/2025

Spent the last few days at the Future Proof conference in Huntington Beach. It’s a different kind of event—geared toward forward-thinking firms rather than the legacy models that have dominated wealth management

Lots of discussion around AI and how it’s reshaping our work. For me, it reinforced why I built Pomona the way I did—leaning into technology where it helps, but keeping the personal side front and center. The ocean view didn’t hurt either.

07/10/2025

It’s been a strong start to the first half of the year, but not without surprises. After years of U.S. dominance, international markets are finally having their moment—helped along by a quietly weakening dollar. Meanwhile, the economy continues to walk a fine line between resilience and slowdown...

05/02/2025

https://www.pomonawm.com/blog/q1-2025-pomona-wealth-newsletter

I had started to write this quarter’s update just after the end of March… then came the tariff threats, retaliatory announcements, partial pauses, and ongoing discussions. Volatility returned in a meaningful way, reminding us that investing isn’t just about capturing upside—it’s about havi...

02/08/2025

Better late than never... here is Pomona's 2024 Year-End Review & 2025 Look-Ahead!

As we turn the page to a new year, I want to share insights on what I’m seeing in the markets and industry, along with an update on Pomona's growth. With a volatile year behind us and uncertainty ahead, it’s an opportune time to reflect on key trends shaping the economic and investment landscape...

10/10/2024

https://www.pomonawm.com/blog/q3-2024-pomona-wealth-newsletter

In this edition of Pomona’s quarterly newsletter, I wanted to cover a range of topics that I’ve discussed with clients throughout the quarter: a market update, what’s going on with interest rates and the economy, strategies to optimize charitable giving from a tax standpoint, investment opport...

09/14/2024

https://www.tricitiesbusinessnews.com/articles/pomona

After more than 15 years in the financial services industry, Kevin Floyd has opened Pomona Wealth Management, calling it a “next generation” wealth management firm that’s fully independent and based in the Tri-Cities.

07/16/2024

Check out Pomona Wealth’s Q2 Market and Firm update!

To start off, I want to express my heartfelt gratitude to everyone for their support. Six months into launching Pomona Wealth, I couldn't be more thankful for all of you and am excited about what the future holds. As this is my inaugural newsletter, it will undoubtedly evolve over time. In this edit...