Mahler Wealth Management

07/17/2026

Softer inflation data and strong early earnings have supported investor sentiment, but ongoing geopolitical risks remain. Raymond James Chief Investment Officer Larry Adam explores what it could mean for markets moving forward.

raymondjames.com

07/17/2026

June inflation data supports the case for patience as the Federal Reserve assesses the path forward. Raymond James Chief Economist Eugenio Alemán shares insight in Weekly Economics.

raymondjames.com

07/17/2026

July 17 - Equity futures point to a firmly lower open this morning as semiconductor stocks face an extension of their recent weakness, while the broader market begins to slip.

Read more in the Morning Brew.

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07/16/2026

Did your trust actually get finished?

A lot of people think once the documents are signed… they’re done.

But the real work is what happens after.

If accounts aren’t retitled, beneficiaries aren’t aligned, or assets never make it into the trust… it may not function the way you think it will.

We’ve seen plans that looked solid on paper… but didn’t hold up when it mattered.

Not because the strategy was wrong, just because it was never fully implemented.

Honest question:
Have you revisited your estate plan since you signed it?

If not, it might be worth a second look.

07/16/2026

July 16 - Equity futures point to a mostly lower opening this morning as semiconductor stocks face an extension of yesterday's pressure.

Read more in the Morning Brew.

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07/16/2026

The S&P 500 is essentially trading near the same price it was in late May, but plenty is transpiring beneath the surface.

Read more in the Weekly Market Guide.

07/15/2026

Morning Brew --- July 15, Equity futures point to a slightly higher opening this morning after stocks finished yesterday's session mostly higher.

Read more here.

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07/14/2026

We are proud that our very own Holowchak, CFP®, CIMA® and Mahler, CFP®, CPWA®, CEPA® were selected by to attend the recent Summer Development Conference in beautiful Denver, Colorado! In addition to receiving continuing education, they were able to spend some quality time together with their families and colleagues!

07/14/2026

Morning Brew --- July 14, The major averages are coming off a losing session to start the week, in which a sharp pullback across weighty semiconductor names combined with a surge in oil prices that pressured pockets of the broader market.

Read more here.

amazonaws.com

07/13/2026

Doug Drabik points out that when investor confidence rises, discipline becomes more important. In this elevated-rate environment, high-quality individual bonds may offer investors something that has been harder to find for much of the past decade: meaningful income, greater predictability, and a clearer path for keeping portfolio cash flow intact.

raymondjames.com