Mark D. Anleitner, CFP - Partner, Wealth Advisor

07/13/2026

AI is showing up in more corners of the market than many investors may realize.

Companies tied to AI drove more than half of the Russell 2000’s first-half return, even though they made up roughly a quarter of the index.

See why looking only at sector, size, or style may miss part of the AI story: https://bit.ly/44YweCD

07/11/2026

College has a way of feeling far away until the calendar starts moving faster.

Then it’s campus visits, tuition numbers, housing costs, and real conversations about how much your family plans to cover.

Our College Readiness Quiz can help parents get a clearer look at where things stand before those decisions feel too close. https://bit.ly/3noZ50Y

07/10/2026

Passing wealth to the next generation can sound simple.

But deciding when to do it is where things get more complicated.

Giving during your lifetime may affect control, taxes, and how ready your heirs are to manage what they receive.

Before deciding whether to give now or later, it helps to understand the tradeoffs. https://bit.ly/3HkamoE

Should you gift assets now or leave an inheritance later? Explore tax impacts, estate planning strategies, and what’s best for your heirs today.

07/08/2026

Life insurance is not something you set once and forget.

A home, a family, a new job, or a business can all change what your coverage needs to protect.

If your life looks different than it did when you first bought a policy, it may be time to think through whether that coverage still fits. https://bit.ly/4dzHWYi

07/06/2026

The first half of the year brought plenty of worries.

Oil prices. The Fed. The Middle East. Inflation.

Even with those concerns, stocks finished the first half in solid shape.

Now the question is what the second half could look like as consumers keep spending and inflation remains part of the picture. https://bit.ly/4y6TFa9

07/04/2026

Roth IRA or traditional IRA?

The better question is which option fits your situation.

Your income, tax bracket, age, and retirement assumptions can all change the answer.

Our Roth IRA vs. Traditional IRA Calculator can help you compare your contribution options and get a clearer view of what may make sense for you. https://bit.ly/3DSygqB

07/03/2026

No one plans to make mistakes in retirement.

But even a thoughtful plan can miss details that matter later, like healthcare costs, taxes, or when to claim Social Security.

Knowing the common trouble spots can help you take a closer look before they become harder to adjust. https://bit.ly/3O3Xl7W

Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.

07/01/2026

Retirement should feel like a new chapter, not a guessing game.

But costs, taxes, family needs, and required withdrawals can all affect the plan in ways people may not expect.

Before retirement gets closer, it helps to look at the details that are easy to overlook. https://bit.ly/4wgLyWW

Avoid these 8 common retirement mistakes, from healthcare costs to RMDs, and help build a stronger financial plan for retirement.

06/29/2026

A retirement income plan can look pretty good on paper.

Then real life starts poking holes in it.

Healthcare costs may run higher than expected.
Taxes may change the math.
And suddenly, the plan needs more flexibility than it seemed to on paper.

Before retirement gets closer, it’s worth knowing where plans tend to spring a leak. https://bit.ly/4oXf8yg

06/27/2026

Retirement saving can feel automatic after a while.

A contribution goes in. The balance changes. Life keeps moving.

Our 401(k) Calculator can help you pause for a quick check-in and see how today’s savings path may line up with the future you have in mind. https://bit.ly/4akMIFJ