Milestone Financial Services, LLC

06/02/2026

Timely update from Howard Capital

Market trends update: Is the tech rally overextended? Analysis of Rocket Lab (RKLB), IBKR, and the latest inflation data impacting 2026 investment strategies.

05/29/2026

Will the summer trend repeat?

A Summer Stock Melt Up?

05/22/2026

Brandon spent the last two days attending an Advanced Markets summit in Jupiter, FL.
Learning about the most current strategies, techniques & plans regarding Estate Planning, Business Continuity & Succession planning, as well as the most current strategies being used to maximize wealth transfer & reduce risks/taxes, will position Milestone Financial Services as a vital Partner for all your financial planning. Thank you Legends Financial Marketing for being a trusted partner.

05/22/2026

Advanced Markets Summit in Jupiter, FL

05/19/2026

Weekly Market Recap from Horizon... Will NVDA earnings drive the markets higher?

Weekly Market Recap

05/01/2026

HSA’s are an often overlooked tool, that can offer tax advantages.

Health savings accounts can be a record-keeping nightmare. Here's why

Consumers with health savings accounts can reimburse themselves years later for medical bills. But they have to keep the receipts — or risk IRS penalties.

04/17/2026

Stop paying an advisor who throws all of your money into one third party managed account. We believe you should hire a financial advisor with experience handling income in down markets, because 'sequence of returns' can be devastating to a portfolio. Nice article that share's our view!

Smart Social Security timing can help your clients dampen bear market risk.

04/15/2026

It’s Tax Day… make sure you have made all HSA contributions by today, if you qualify. Most IRA Contributions must be postmarked by today. If you are 50 or older, take advantage of the additional $1000 catchup contribution. Seniors, check with your tax preparer/cpa to make sure you are getting the new $6000 senior deduction.

04/13/2026

It’s nice to work with a great BD

https://www.facebook.com/share/p/1JoThQyqYb/?mibextid=wwXIfr

Big news to kick off the week! We’re proud to share that our CEO, Amy Webber, has been named a finalist for this year’s InvestmentNews CEO of the Year award, and Cambridge is a finalist for the Broker-Dealer of the Year.🙏

Thanks to Amy and all of for making Cambridge an industry leader and a truly special place to be. We’re honored to be among an exceptional group of finalists and look forward to celebrating together at the awards gala on June 24 in New York City!

04/02/2026

Space X is reported to have filed for an IPO

Elon Musk's SpaceX has confidentially filed for a U.S. initial public offering, two people familiar with the matter told Reuters on Wednesday, setting the stage for what could become the largest stock market listing on record.