Poleon Comprehensive Wealth Management

10/16/2026

Happy Boss's Day to someone who always knows exactly how to bring out the best in people.

10/16/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

10/15/2026

It's Get Smart About Credit Day... no better time to educate yourself (AND those who matter to you) on the importance of sound credit habits.

10/14/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

10/12/2026

October 13 is Indigenous Peoples' Day. We celebrate the resilience of Native Americans, and recognize their invaluable contributions to diversity, knowledge, labor, technology, science, philosophy, the arts, and so much more.

10/12/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

10/09/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

10/07/2026

Nearly 30 percent of ultra-high-net-worth families have experienced a cyberattack.
As your digital footprint grows, your security habits must evolve too. Securing your wealth is about more than just monitoring your portfolio. It is about building a proactive approach that covers your entire digital life.

Small steps like freezing your credit or segmenting your home network can significantly reduce your risk. These high-value habits are easy to implement and provide a stronger layer of defense for your family assets.

It may be time to revisit how your digital security fits into your broader financial strategy.
Reach out to your financial professional today to discuss a comprehensive approach to securing your digital wealth.

Sources:
JPMorgan.com, January 23, 2026
Risk-strategies.com, 2025
Toplinecu.com, March 18, 2026
Fidelity.com, 2026

10/07/2026

Ready to retire? Prepare with these key questions for those ready to take the big step.

10/05/2026

Inflation is still running above the Federal Reserve’s 2% target.

The Fed’s preferred inflation gauge, the personal consumption expenditures price index, rose 0.2% in July and 3.7% from a year earlier. Core PCE, which strips out food and energy prices, increased 3.3% annually.

The report also showed personal income rose 0.4% while spending increased 0.2%.

For consumers, that means price pressures haven’t disappeared, even as some categories, including gasoline and other energy-related goods, moved lower during the month.

With inflation still elevated, the latest numbers may remain an important part of the Fed’s upcoming interest-rate discussions.


Source:

The personal consumption expenditures price index was expected to rise 0.1% monthly and 3.6% on a 12-month basis, according to economists surveyed by Dow Jones.