BMY Wealth Management Group

06/03/2026

✨ WELCOME WEDNESDAY ✨

Please join us in welcoming Emily Baumberger to the team! 🎉

Emily is joining BMY Wealth Management as one of our Relationship Managers. In this role, she will work closely with clients and our advisory team to help ensure a seamless and exceptional client experience.

We are excited to have her as part of the BMY family and look forward to the impact she will make for both our clients and our team.

Welcome, Emily! 👏

06/02/2026

Summer camp season is in full swing and our kiddos have been having a blast!

From volleyball serves to football drills and basketball shots, these future athletes are learning teamwork, building confidence, and making memories all summer long.

Future stars in the making! ⭐💪

06/01/2026

The S&P 500 just posted its ninth consecutive week of gains.

At the same time, consumers continue to spend despite slower income growth and a lower savings rate.

Strong markets can make the story feel simple. The reality is often more nuanced.

This week's commentary explores what's happening beneath the headline numbers.

You might have heard this before, but the S&P 500 gained again last week, with many more new highs across the board. Sparking the rally was hope for

06/01/2026

✨Motivation Monday✨

06/01/2026

🌸Hello, June!🌸
A new month means sunshine, summer adventures, vacations, and finally taking a little time to slow down and recharge. Here’s to longer days, making memories with the people we love, and enjoying the simple moments that make summer so special.
Wishing everyone a fun, relaxing, and joy-filled June!

05/30/2026

Roth or traditional IRA sounds like a simple choice.

Then income limits, age, deductibility, and household details start getting involved.

The Roth IRA vs. Traditional IRA calculator helps you move past the general rule of thumb and compare which IRA contribution options your household may qualify for.

See what the numbers say before this year’s IRA contribution goes anywhere:
https://www.bmywealthmgmt.com/calculator-roth-ira-traditional-ira/

05/29/2026

A Roth IRA conversion is not just moving money from one account to another.

It is a tax-timing decision.

For some savers, it may help create more flexibility later. For others, the upfront tax bill may not make sense.

See what to weigh before making the move: https://www.bmywealthmgmt.com/insights/blog/the-roth-ira-conversion-why-how-to-use-this-strategy-in-your-retirement-planning/

05/27/2026

Early retirement has a nice ring to it.

More room for travel, family, projects, or just a slower morning. But the financial side needs to support that freedom for the long run.

If stepping away early is starting to feel real, check how prepared you may be: https://pages.bmywealthmgmt.com/ERUAA4_resource?guidekey=can-i-afford-to-retire-early&_ga=2.142568181.618419543.1779898003-219589004.1749498082&_gl=1*1qy79aa*_ga*MjE5NTg5MDA0LjE3NDk0OTgwODI.*_ga_MQ8VWCVRH4*czE3Nzk4OTgwMDIkbzE0NyRnMSR0MTc3OTg5ODkzMSRqNTkkbDAkaDA.

05/27/2026

✨WELCOME WEDNESDAY ✨
Please join us in welcoming Brittany Roark to the team! 🎉

After first joining our office as an intern, Brittany is now officially joining us full-time as our Director of First Impressions & Client Operations Associate.

Brittany has already been a wonderful addition to our office with her positive attitude, and dedication to helping others. We are excited to see her continue to grow in this new role and know she will be a friendly face and helpful resource for our clients and team.

Welcome, Brittany! 👏