Patrick R. Convery, CFP

06/03/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

06/02/2026

Market leadership make be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

06/01/2026

A parent’s support can turn ordinary moments into lifelong memories! Today is a chance to appreciate the care and love they give. Happy Global Day of Parents!

05/31/2026

One smile can brighten a meeting, a message, or someone’s entire day. So don’t hold back, your smile might be doing more good than you realize. Happy Smile Day!

05/29/2026

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

Why should you revisit your Medicare benefits during open enrollment?

05/28/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to us and let’s talk about your goals.

05/27/2026

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. We can help you understand your benefits to know when you should start collecting.

Find out what Social Security benefits you may qualify for and when you should start collecting.

05/26/2026

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/24/2026

Brothers make life louder, funnier, and more unforgettable. Today is all about celebrating their support, laughter, and lasting memories. Happy Brothers Day!