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All Categories - Etzler Financial Advisors - Fiduciary Financial Planning

The Role of Dividends as the Fed Cuts Rates

September 15, 2025
The late Jack Bogle observed that "successful investing is about owning businesses and reaping...

Key Perspectives on Jobs and Mixed Economic Signals

September 8, 2025
Investors often find themselves looking in the rearview mirror even when they know that what lies...

Monthly Update: Markets Climb on Fed Expectations and Earnings Growth

September 2, 2025
The stock market climbed to new all-time highs in August, while bonds also contributed positively...

Fed Rate Cuts: What is the Bond Market Signaling?

August 25, 2025
Fed Chair Jerome Powell's recent speech at the Fed's annual Jackson Hole conference, which has...

How Investors Can Keep Up With Inflation

August 20, 2025
When it comes to natural disasters, it's important to be prepared for earthquakes and erosion...

The Magnificent 7, AI, and Concentration Risk

August 11, 2025
The challenge facing investors today isn't whether artificial intelligence will transform the...

How Reliable is Government Data?

August 4, 2025
For investors trying to understand the economy, recent reports have provided mixed signals, even...

July Update: All-Time Highs Amid a Noisy Period

August 2, 2025
The S&P 500 notched ten new all-time highs in July, fueled by strong corporate earnings,...

What Corporate Earnings Reveal About Tariffs

July 28, 2025
While investors always look to corporate earnings for clues about how businesses are performing,...

The Fed and Politics: What to Know

July 21, 2025
Recent tensions between the White House and Federal Reserve have brought the topic of Fed...

The Role of Social Security in Financial Planning

July 19, 2025
Social Security, one of the most important government programs for retirees, has evolved over its...

The "One Big Beautiful Bill"

July 7, 2025
After months of negotiations, a new tax and spending bill was approved by Congress and signed...

Quarterly Market Update

July 1, 2025
The second quarter of 2025 showcased both the resilience of financial markets and their...

New All-Time Highs: Stay Balanced

June 30, 2025
President Dwight Eisenhower is often quoted as saying “what is important is seldom urgent and...

What Retirees Regret Isn’t Usually About Money — It’s What They Didn’t Plan For

June 27, 2025
Over the years, we’ve helped hundreds of individuals and couples prepare for and step into...

Five Key Insights for the Second Half of 2025

June 23, 2025
On the surface, the first half of 2025 has been challenging for investors. From a trade war and...

The Middle East Conflict: How Wars Impact Investors

June 16, 2025
The conflict between Israel and Iran has captured global attention and created uncertainty in...

How a Weakening Dollar Affects Long-Term Investors

June 10, 2025
For many Americans, the status of the U.S. dollar reflects the country’s position in the world....

Monthly Market Update: May 2025

June 3, 2025
Financial markets rebounded in May with the S&P 500 recovering its year-to-date losses. This...

Beyond the S&P 500: Opportunities for Diversification

May 27, 2025
It’s well known that stocks are one of the foundations of long-term portfolios. When included as...
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