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All Categories - Etzler Financial Advisors - Fiduciary Financial Planning

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...

Debts, Deficits, and the Moody Downgrade

May 19, 2025
Moody's recent downgrade of the U.S. credit rating marks an official end to the country’s top...

What U.S. - China Trade Progress Means for Investors

May 12, 2025
The recent trade announcement between the U.S. and China reverses many of the tariffs that...

Lessons from Warren Buffett for Today's Market

May 6, 2025
A key principle of investing is that patience, discipline, and maintaining a long-term...

Understanding Consumer Debt in a Two-Speed Economy

April 28, 2025
The financial health of consumers is an important indicator of the broader economy. Consumer...

What Bond Volatility and the Battle Over Fed Policy Mean for Investors

April 21, 2025
Just like in the stock market, greater uncertainty has led to swings in the bond market. These...
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About

Why Choose Us

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Contact

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