Gregory Brumagin with Brumagin & Kelley Wealth Management Group

10/23/2026

Estate planning can mean different things to different people. Take this quiz to test your knowledge!

Estate planning helps you control the distribution of your assets after your death according to your goals and objectives.

10/22/2026

From stocking candy bowls to filling treat bags for neighborhood visitors, those small purchases add up quickly. It's a fun reminder of how seasonal spending habits can have a major impact on businesses and the economy.
What's your favorite Halloween candy? 🍬

10/20/2026

Markets change quickly, but staying informed helps you stay grounded. Explore this week’s Market Commentary for timely insights and key developments shaping the current landscape. https://www.lpl.com/research/weekly-market-commentary.html

10/16/2026

Not having kids might mean fewer financial obligations, but it doesn’t automatically make retirement planning easier. In fact, flying solo as you age comes with its own set of complexities, from healthcare costs to estate decisions.

Not having kids might mean fewer financial obligations, but it doesn’t automatically make retirement planning easier. In fact, flying solo as you age comes with its own set of complexities, from healthcare costs to estate decisions.

10/13/2026

Don't let market fluctuations catch you off guard! 📈 Dive into our Weekly Market Commentary for the latest insights and trends: https://www.lpl.com/research/weekly-market-commentary.html

10/12/2026

💡 Planning for long-term care isn't just about preparing for yourself. It's about considering how future care needs could impact the people you care about most.
During Long-Term Care Planning Month, take a moment to think about the steps you've taken, or could take, to help support your family's future. What would you want them to worry about less because of your planning today?

10/09/2026

As the calendar year comes to a close, the final quarter presents an opportunity to review key financial, tax, and wealth-transfer strategies.
While every situation is unique, a proactive year-end review can help assess whether your broader financial plan remains aligned with your goals.

Five Areas to Review Before Year-End

10/07/2026

Despite geopolitical tensions, rising interest rates, and questions surrounding AI spending, U.S. stocks continue to climb the "wall of worry" thanks to strong corporate earnings, resilient consumer finances, and expanding opportunities across the AI ecosystem. While higher Treasury yields and other risks could create short-term volatility, a diversified investment approach and confidence in long-term economic and corporate fundamentals support staying invested.

Despite geopolitical tensions, rising interest rates, and questions surrounding AI spending, U.S. stocks continue to climb the "wall of worry" thanks to strong corporate earnings, resilient consumer finances, and expanding opportunities across the AI ecosystem. While higher Treasury yields and other...

10/06/2026

Your weekly briefing on financial opportunities and market trends is ready. 🗞️ Stay on top of critical updates and insights with our Weekly Market Commentary: https://www.lpl.com/research/weekly-market-commentary.html

10/05/2026

Open enrollment season is just around the corner.
As you review health insurance, retirement plan contributions, and other employee benefits, it can also be a good opportunity to revisit your broader financial strategy. Major life changes, shifting priorities, and evolving goals may mean it's time for a financial check-in.
Taking a little time now to review your options can help you make informed decisions for the year ahead.