Fidelis Wealth Advisors

06/02/2026

Key takeaways from Q1 2026 markets...

We broke down markets into a 5-minute read

05/29/2026

FUN FACT on this National 529 Day: Americans have SAVED OVER $600 BILLION in 529 plans across nearly 18 million accounts!

Whether their path leads to college, trade school, certifications, or something completely unique, a 529 plan can help families prepare their children for what’s next while keeping options open along the way.

Think you know 529 plans? Take this quick quiz: https://bit.ly/31dtwsd



This content is for informational purposes only and does not constitute investment advice. Fidelis Wealth is a registered investment adviser; registration does not imply any specific level of skill or training.

05/26/2026

Geopolitical conflict? Oil prices? Inflation? Interest rates?

Here's what savvy investors should know

05/22/2026

Memorial Day carries a deep meaning worth pausing to acknowledge…

It is a day set aside to honor the men and women who gave their lives in service to our country, making the ultimate sacrifice so the rest of us could enjoy the freedoms we sometimes take for granted, including the freedom to gather with the people we love on a long weekend in May.

These sacrifices are not forgotten.

All of us at Fidelis wish our clients, partners and friends a meaningful Memorial Day.

05/19/2026

What factors are influencing the chaotic markets?

Here's what you need to know

05/14/2026

Graduation season is here, and for many families, that means thinking about what comes next…and how to pay for it. 🎓

529 plans have long been a smart way to save for education, but recent rule changes have made them more flexible than ever.

Here’s what’s changed:
✔️ Unused funds may no longer go to waste. You can now roll up to $35,000 of unused 529 assets into a Roth IRA for the beneficiary (subject to certain conditions).
✔️ It’s not just for college anymore. Funds can also be used for trade schools, certifications, and career training programs.
✔️ Families have more flexibility earlier on. Up to $20,000 per year can now be used for eligible K–12 expenses — not just tuition.

Education planning today looks different than it did even a few years ago. Whether your child’s path includes college, trade school, or something in between, it may be worth revisiting how a 529 plan could fit into your long-term strategy.

Learn more about education planning with Fidelis: https://fidelis-wealth.com/services/education-planning/



This content is for informational purposes only and does not constitute investment advice. Fidelis Wealth is a registered investment adviser; registration does not imply any specific level of skill or training.

05/12/2026

If you're wondering how the Iran crisis affected markets in Q1 2026, read below...

Here's what savvy investors took away from Q1

05/06/2026

It’s National Small Business Month! 🎉

We’re proud to partner with so many incredible small businesses in Castle Rock that help make this community stronger, more connected, and one-of-a-kind.

💬 Shout out a local business you love below!

04/30/2026

The Fidelis Family is expanding! Meet Spencer Graves…while he joined the team as an intern earlier this month, he was recently hired as Operations and Client Service Associate.

What he does: In his role, Spencer supports daily operation activities, including account opening and maintenance, money movement, and documentation processing. He also assists Fidelis advisors and client service team members in preparing client materials, ensuring timely follow-up on requests, and maintaining accurate client records and documentation across firm systems.

His background: Spencer has lived in Castle Rock his whole life and is currently working on an accounting degree at Western Governors University.

Why Fidelis: Spencer chose to work at Fidelis because he is very interested in finance and financial planning and wants to help clients achieve their financial goals. He was looking for a place that would allow him to learn and grow, and after meeting Sam and the team, he knew it was a group of people that he would love to work with and help him achieve his professional goals.

The fun stuff: Outside of work, Spencer coaches football at Castle View High School, loves to fish, hunt, and do anything outdoors and that’s competitive.

04/29/2026

As National Financial Literacy Month continues, are you curious about your own financial literacy?...

Most folks don't score so hot. See how you stack up.