Cadence Wealth Management Solutions

06/23/2026

Major life events—like a new job, relocation, or growing your family—can impact your financial picture. Revisiting your strategy during these moments can help keeep everything aligned with your current priorities.
https://bit.ly/4b3trLO

06/22/2026

Congratulations to Kaden, who celebrated his first hole-in-one last weekend on his golf trip. ⛳️🏌🏽‍♂️

Golfers, tell us: Have you ever hit a hole-in-one? If so, where was it? We would love to hear!⛳️☀️

06/20/2026

Now that tax season has passed, it can be helpful to reflect on what worked well and what could be adjusted moving forward. Planning throughout the year—not just during tax season—can help support long-term goals.
https://bit.ly/3QhAwS5

06/18/2026

Whether it's preschool, high school, or college, every graduate deserves to be celebrated. 🎉👨🏼‍🎓👩🏼‍🎓

Congratulations to Anna Stone on her graduation from St. John Fisher College, Lucas Hill from McQuaid Jesuit High School, and Lyla LaFountain from preschool! Onto bigger and better things!👏🏼

Congratulations again to all!

06/17/2026

Summer is almost here!
What’s your favorite way to spend a summer weekend?

06/15/2026

Diversification is a common concept in financial planning, but it can mean different things depending on your goals. Taking time to understand how different elements of a portfolio work together can help support a more balanced approach over time.
https://bit.ly/4euoUmR

06/13/2026

Estate planning is about more than documents—it’s about making thoughtful decisions for the future.
As interest in this topic continues to grow, having clear conversations can help bring clarity to long-term intentions.
https://bit.ly/4e6Xbtl

06/11/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

06/08/2026

When was the last time you reviewed your beneficiaries? Life changes such as marriage, children, or career transitions can impact these decisions. Keeping this information up to date is an important part of maintaining your overall strategy.
https://bit.ly/4vE2UwL

06/06/2026

Financial planning often extends beyond one generation. From supporting aging parents to preparing the next generation, thoughtful planning can help families stay aligned over time. We’re continuing to explore ways families can approach these conversations together.
https://bit.ly/3SnQGK2