Maloney Davis Wealth Management Powered by LPL Financial

09/01/2026

📊 This Week’s Market Commentary is Live! Stay informed with the latest insights on market trends and economic updates.

Read more here: https://www.maloneydavis.com/weekly-market-commentary

08/24/2026

🍎 The Maloney Davis crew is back to school!

As a new school year begins, we're excited to celebrate some important milestones for members of the Maloney Davis family.

Nora is returning to Mount Mercy University for the final year of her Bachelor of Science in Nursing (BSN) program. Hayden is starting an exciting new chapter as a freshman, and Parker is heading into 6th grade, ready for all the opportunities and adventures the year will bring.

Please join us in wishing Nora, Hayden, and Parker the very best as they head back to the classroom. Here's to a year filled with learning, growth, and success!

08/20/2026

Congratulations to Niki Davis on earning her Certified Financial Planner® certification!

This achievement highlights her dedication to personal and professional excellence and reinforces our firm's commitment to lifelong learning and exceptional client service. We are excited to celebrate this well-deserved accomplishment as she continues to make a positive impact at Maloney Davis Wealth Management.

08/17/2026

💼 National Nonprofit Day highlights the importance of supporting organizations that create positive change. For some, structured giving strategies are a way to stay aligned with both financial goals and personal values.

Regularly reviewing how and where you give can help maintain focus over time. Take a moment today to consider the causes that matter to you most.

08/14/2026

📊 August 14 marks National Financial Awareness Day. A reminder to stay informed and engaged with your financial picture. Taking time to review your goals, accounts, and spending habits can help you stay aligned with what matters most.

Even small check-ins can offer clarity over time. Awareness is a key step in any financial journey.

08/05/2026

National Wellness Month is a reminder to take care of every aspect of your life, including your financial well-being. Building awareness around your spending, saving, and long-term priorities can support a more balanced lifestyle.

Small, consistent actions can help you stay aligned with what matters most. Take time this month to reset and reflect.

07/29/2026

The market isn’t just about fundamentals anymore — policy is driving outcomes. Explore LPL Research’s 2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks and what it means for portfolios.

https://www.maloneydavis.com/midyear-outlook

07/24/2026

As families evaluate new savings opportunities for children, understanding how different account types fit into long-term financial planning can be an important part of the conversation. This educational article explores considerations related to Trump Accounts, including:

• Contribution rules
• Government seed funding
• Tax-deferred growth
• Roth IRA conversions
• Kiddie Tax considerations
• Conversion timing factors

The information shared is for educational purposes only and not intended to provide specific tax, legal, or investment advice. Learn more: https://www.maloneydavis.com/

Trump Accounts are here and they offer some significant advantages. For young parents, they can be a great way to kick-start their children's nest egg. Here's how.