E.P. Wayne Financial Group

07/20/2026

Stocks fell last week as a selloff in semiconductor stocks weighed on the broader market, overshadowing encouraging inflation data. Investors remained cautious as they balanced easing price pressures with elevated technology valuations.

Stocks fell as chip stocks led a technology selloff despite encouraging inflation data. Read the latest weekly market recap from E.P. Wayne Financial Group.

07/16/2026

📈 Selling investments can have tax consequences — and understanding the difference between capital gains and capital losses is an important part of smart financial planning.

Whether you’re investing for the future, rebalancing a portfolio, or preparing for retirement, knowing how gains and losses are taxed can help you make more informed decisions and avoid unexpected surprises at tax time.

This week’s Tax Awareness & Education resource explains the basics in a simple, easy-to-understand way:

Understanding how capital gains are taxed may help you refine your investment strategies.

07/13/2026

Stocks ended mostly higher after a V-shaped week, as investors looked past renewed conflict and continued to favor AI and semiconductor leaders.

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07/09/2026

💵 Have you ever wondered where your tax dollars actually go?

From national defense and infrastructure to education, healthcare, and public services, taxes help fund many of the programs and systems we rely on every day.

Understanding how tax revenue is used can provide valuable perspective on the role taxes play in our economy and communities.

This week’s Tax Awareness & Education resource explores the bigger picture behind federal spending and public funding:

Here's a breakdown of how the federal government spends your tax money.

07/06/2026

Stocks posted solid gains in the holiday-shortened week as investors responded positively to continued diplomatic progress in the Middle East.

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07/02/2026

💡 Understanding income taxes doesn’t have to feel overwhelming.

Whether you’re an employee, business owner, or preparing for retirement, learning the basics of how income taxes work can help you make more informed financial decisions throughout the year.

This week’s Tax Awareness & Education resource explains key concepts behind the federal income tax system in a simple, easy-to-understand format.

Read more here:

A quick look at how federal income taxes work.

06/30/2026

The S&P 500 fell 1.95% while the Nasdaq skidded 4.60%. The Dow Jones Industrial Average rose 0.60%. The MSCI EAFE Index, which tracks developed overseas stock markets, lost 1.33%.

Stocks ended the week mixed as declining oil prices fueled gains in the Dow Industrials, while investor caution surrounding elevated AI valuations weighed on technology stocks and the broader market.

06/25/2026

Many Americans overpay in taxes simply because they don’t know where costly mistakes happen.

From selling investments too soon to overlooking tax-advantaged accounts, small decisions can create bigger tax consequences over time.

In this post, we’re highlighting 5 common areas that are often missed:
✔ Investment timing
✔ Tax-advantaged accounts
✔ Municipal bonds
✔ Mutual fund capital gains
✔ Coordination between financial and tax professionals

At EP Wayne Financial Group, we believe informed financial decisions lead to stronger long-term outcomes.

📌 Save this post for future tax planning
📤 Share it with someone focused on building wealth more efficiently

06/22/2026

Stocks moved higher during the shortened trading week as investors monitored developments in the Middle East and the Federal Reserve left interest rates unchanged.

06/18/2026

🚢 From ships to shares — the history of stocks in 8 slides 📊

The first “stocks” were created to fund risky voyages across the world. Centuries later, that same idea powers today’s global markets.

Swipe through to discover:
⚫ The first company to issue stock
⚫ The birth of the world’s first stock exchange
⚫ How investing spread around the world
⚫ Why stocks became so popular
⚫ How modern markets evolved
⚫ Why stocks still matter today

Which part of stock market history surprised you most? 👀