Wilon Wealth Management

05/23/2026

The sacrifice of our fallen will never be forgotten. 🇺🇸

Wishing everyone a meaningful and reflective weekend spent with family, friends, and gratitude for those who made our freedoms possible.

05/13/2026

Sitting in cash can feel safe. But over long periods of time, ”safe” might have a cost. We recently broke down what happened to $100 across three different paths over nearly 100 years. The choice that felt safest at the start didn't end up that way. Take a look.

History shows why comfort can come at a cost.

04/29/2026

History doesn't repeat exactly, but it does tend to reward patience. When markets feel uncertain, it helps to zoom out. In our latest Visual Insights Newsletter, we looked at what happened to $100 invested in 1928 and left alone for nearly a century. The results may surprise you.

A simple lesson about time and discipline.

04/28/2026

Beautiful things don't happen overnight. 🌸 They're planted with intention, nurtured over time, and allowed to grow at their own pace...just like a strong financial future.

The flowers at our Urbandale location are in full bloom this spring, and it's got us thinking: is YOUR wealth plan ready to flourish?

04/09/2026

Q1 gave investors a reminder: markets don’t move up in a straight line. Between geopolitical tension, rising oil prices, and persistent inflation, we saw a meaningful pullback across major indexes.

The bigger question now is what comes next. We put together a clear, no-noise breakdown of what happened and what we're watching going forward.

Here's what savvy investors took away from Q1

03/05/2026

This week's headlines aren’t ordinary. They affect real people and they can ripple through markets and the economy.

A lot is happening and concern in moments like this makes sense. It would be strange not to feel it. In our latest blog post, we discuss what we know so far. Read it here: https://wilonwm.com/middle-east-conflict/

01/28/2026

What do divorce, inheritance, caregiving, job changes, and retirement have in common? They're all moments when emotions run high—and financial mistakes can follow. Our latest newsletter breaks down all five. Worth a read if any of these are on your radar.

These money moments hit hard. Stay prepared.

01/19/2026

Markets just wrapped up a rare three year run of double digit gains. The big question now is what comes next in 2026. We break down what to watch in our latest Financial Quarterly.

Our quarterly outlook cuts through what mattered, what didn't, and what we're focused on heading into 2026.

01/14/2026

Retirement isn't a finish line. It's a number of important decisions: when to claim Social Security, which accounts to tap, how to make the money last. That's one of five crossroads in this month's newsletter. The other four might surprise you.

Plan for the moments that reshape your finances.

12/24/2025

As we wrap up another year, we want to thank our clients for the trust and confidence you place in us. It’s an honor to help you plan, grow, and protect what matters most.

May your holiday season be filled with peace, joy, and time spent with loved ones. We look forward to supporting your goals and celebrating new milestones with you in the year ahead.

Merry Christmas and Happy New Year from Team Wilon! 🎁✨