Topel Forman Wealth Management

Home
United States
Chicago, IL
Topel Forman Wealth Management

Financial Planning Dedicated to You

09/02/2026

Our weekly market commentary highlights the key developments shaping markets right now. Read the full outlook here: https://www.topelwm.com/weekly-market-commentary

09/01/2026

Rising deficits and a $40 trillion national debt are dominating headlines. Since 1970, the federal government has run a deficit in all but five years — and portfolios have still grown. Some context on separating fiscal concerns from investment decisions.

https://www.topelwm.com/blog/tariff-refunds-and-the-national-debt-what-they-mean-for-investors

08/28/2026

Midterm election years have historically been positive on average for markets — spanning Republican, Democrat, and divided governments alike. The bigger driver of long-term returns isn't who controls Congress, it's the business cycle and interest rates. Full breakdown in our latest post

https://www.topelwm.com/blog/the-midterm-election-and-long-term-investing

08/18/2026

The second half of 2026 began with no shortage of uncertainty for investors - the Iran conflict, higher oil prices, and ongoing questions about whether massive artificial intelligence (AI) investment will pay off. Yet, the S&P 500 entered August near all-time highs.

Our latest market update looks at what's holding stocks up: earnings growth beyond the "Magnificent Seven", an AI investment cycle shifting from promise to ex*****on, and an inflation picture that's muddled but poised to improve.

Read more on our blog: https://www.topelwm.com/blog/key-factors-influencing-markets-august

08/17/2026

What does a strong financial plan look like today? On August 20, Topel Forman and Topel Forman Wealth Management come together with “A Conversation on Financial Planning for the Future,” part of our 2026 Webinar Series — a practical discussion on goals, investments, and preparing for what's ahead. Register: https://bit.ly/4wqSAYM

08/13/2026

After last year's tariff-driven decline, the dollar has stabilized — and recently appreciated, challenging the "debasement trade" story behind gold and Bitcoin's momentum. Our latest post looks at what drives the dollar's value and why currency movements matter for portfolio returns. https://www.topelwm.com/blog/the-dollar-gold-and-bitcoin-explaining-recent-volatility

08/07/2026

The IRS has released the August 2026 Applicable Federal Rates (AFRs), which provide prescribed rates for various federal tax purposes. For August 2026, the IRC § 7520 rate used to determine the present value of an annuity, an interest for life or a term of years, or a remainder or reversionary interest is 5.20%.

07/02/2026

The U.S. and Iran announced a preliminary agreement intended to end the four-month conflict that has weighed on the global economy. Financial markets have reacted positively to this development, with the stock market climbing, oil prices falling, and interest rates declining. How should investors interpret this agreement and what does it mean for portfolios?

Read more on our blog today. https://www.topelwm.com/blog/

Address

500 N. Michigan Avenue Suite 1600
Chicago, IL
60611

Telephone

+13173006654

Website

https://www.topelwm.com/

Alerts

Be the first to know and let us send you an email when Topel Forman Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Topel Forman Wealth Management: