Dawn Sanchez Nicoles

11/27/2025

Happy Thanksgiving! Heading to the neighborhood Turkey Trot. 🦃🍁🍁🍁

11/07/2025

Staying healthy and having health insurance are high priorities when you retire. As you approach retirement, you'll need to understand what Medicare covers and when you'll become eligible.

11/03/2025

I had a bucket list experience this weekend. Seeing the Eagles at the Sphere in Las Vegas was everything I hoped it would be. Having this experience, reminded me of the work that I get to do. I get to help people not just achieve their financial goals, but also to turn their some daydream into reality.
I didn't take a lot of photos because I wanted to stay in the moment, but here are a few.

What's on your bucket list?

10/25/2025

The latest quarterly market review is available.

10/23/2025

Congress introduces a new "no tax on tips" deduction of up $25,000.

10/21/2025

Interesting read. Let me know what you think.

For investors who expect to be in a higher tax bracket in retirement, a Roth may be more beneficial in the long run — which is why they tend to appeal to younger generations.

10/20/2025

Please take time to watch the video. Don't hesitate to reach out with questions.

See key market data for the week ending October 17, 2025.

10/14/2025

Fortunate to have a front row seat to hear our CEO speak at the Women's Achieve Conference. Blessed to be part of a values driven organization.

09/16/2025

This week's Weekly Market Commentary discusses how recent political shifts in France and Japan, along with fiscal concerns in the U.K. and U.S., have driven a global bond market sell-off and pushed long-term yields higher. While the Fed is expected to cut rates this week, persistently high debt leve...

08/18/2025

Nothing is impossible. The word itself says "I'm Possible."
-Audrey Hepburn