Fidelis Wealth

07/07/2026

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.

Learn how Trump Accounts work and if they fit into your family’s financial strategy.

06/24/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

04/30/2026

Honesty is a gift—simple, sincere, and unforgettable. Share it generously!

04/29/2026

Ahead of the spring selling season, Ameriprise Financial Chief Economist Russell Price weighs in on what could be next for the housing market — and the signals that matter most right now.

Read our 2026 housing outlook.

04/28/2026

Market ups and downs can feel overwhelming. But the good news is, there are solutions that can help limit downside exposure, while maintaining growth opportunities for your investments. Curious on how this might fit into your strategy? Let’s connect.

04/27/2026

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident in your plan. Let’s talk.

04/24/2026

Your income fuels everything from daily expenses to long-term plans. What happens if it stops unexpectedly? Let’s talk about ways to help keep your goals on track, no matter what life brings. Reach out to me today to start the conversation.

04/24/2026

Behind every financially confident individual is an educator who made the learning journey meaningful. Celebrating those who inspire, guide, and empower through financial knowledge.

04/23/2026

To the administrative professionals who ensure structure, efficiency, and excellence — we appreciate you. Your support is the backbone of our daily success.

04/23/2026

Geopolitical events can create short-term market volatility, but they rarely require you to rethink your long-term financial plan.

Let’s connect if you’d like to review your investment portfolio’s risk profile or discuss other investment strategies in light of the recent uncertainty.

Explore 5 key signals investors should watch as developments in the Middle East unfold.