Joseph Budd: Budd Wealth Management

09/02/2026

"How is Social Security taxed?"

Many retirees are surprised to learn that Social Security benefits can be subject to federal income tax depending on other income sources.
Understanding the tax impact may help improve retirement income planning.

Schedule a conversation here: https://oncehub.com/JosephBudd

09/01/2026

📈 Is the market shifting?

This week, LPL Research explores why value stocks have been gaining momentum, how free cash flow can influence long-term returns, and what rising AI spending may mean for investors.

Understanding what's driving today's market can help bring valuable perspective during periods of change.

🔗 Read the full commentary: https://www.buddwealth.com/weekly-market-commentary-kf26a

08/31/2026

Money Budd Brief: Money News Without the Noise

The headlines can be overwhelming. That's why each month we break down the key economic stories into clear, understandable insights that matter to everyday families.

This month's update covers inflation, the job market, consumer spending, and the Federal Reserve—and what these trends could mean for your finances.

If you'd like to discuss how today's economic environment fits into your financial plan, schedule a conversation here:
https://oncehub.com/JosephBudd

08/28/2026

Cyber threats are constantly evolving—but a few smart habits can go a long way toward protecting yourself and your financial information.

Join us for our upcoming Savvy Cybersecurity Webinar to learn practical steps you can take to help safeguard your personal data, recognize common scams, and stay informed about today's digital risks.

Whether you're looking to strengthen your online security or simply stay current on emerging threats, this educational session will provide valuable insights and actionable tips.

Don't wait until a cyber threat becomes a cyber problem. Reserve your spot today:

Learn about the 5 biggest threats we all face.

08/28/2026

Financial confidence isn't about knowing all the answers—it's about understanding your options and making informed decisions for your future.

Join Jacqueline Budd for an educational webinar focused on the financial topics that matter most to women, including investing, retirement planning, wealth-building strategies, and preparing for what's next in life.

Whether you're building wealth, planning for retirement, navigating a life transition, or simply looking to gain more confidence in your financial decisions, this conversation is designed for you.

Reserve your spot today: https://us02web.zoom.us/webinar/register/WN_RB8JLq-vSWCRJfVL1Y8l3w

We look forward to seeing you there!

We’ll discuss the changing financial landscape for women, some common financial planning blind spots, and questions worth considering as you think about your future. The goal is to help you feel more informed, more comfortable participating in financial decisions, and better prepared to identify y...

08/28/2026

Why Rising Treasury Yields Are Not Yet a Stock Market Crisis

Rising Treasury yields have sparked concerns about the economy and markets, but higher rates alone don't necessarily signal trouble ahead.

While yields can affect borrowing costs and investor sentiment, history shows that markets can continue to perform well during periods of rising rates. The key is staying focused on long-term goals rather than reacting to short-term headlines.

If recent market developments have you concerned, consider discussing how current conditions align with your long-term financial strategy.

Rising Treasury yields are raising debt and stock market concerns, but history suggests higher rates are not yet a market crisis.

08/27/2026

Retirement planning as a professional woman often comes with unique opportunities—and unique challenges.

Whether you're balancing a successful career, supporting family members, preparing for retirement, or navigating multiple financial priorities at once, having a strategy tailored to your goals can make a meaningful difference.

Our latest carousel explores key retirement planning considerations for professional women and highlights steps that may help you build greater confidence in your financial future.

Ready to discuss your retirement goals and create a plan that reflects your priorities? Schedule a conversation here:
https://oncehub.com/JosephBudd

08/25/2026

📈 The market continues to balance strong earnings growth against higher interest rates.

This week's Market Commentary explores how corporate profits, AI-driven growth and rising earnings estimates are helping support stocks despite ongoing uncertainty. While volatility may continue, strong fundamentals remain an important part of the story.

Read the full article: https://www.buddwealth.com/weekly-market-commentary-kf26a

What's your biggest market focus right now: earnings, interest rates or inflation? Let us know below.

08/21/2026

High earners often focus on earning more—but keeping more of what you earn can be just as important.

From tax-efficient investing to retirement contribution strategies, thoughtful tax planning may create opportunities to keep your financial plan working more effectively toward your goals. That’s especially true for women balancing careers, family responsibilities, business ownership, or long-term wealth-building objectives.

Our latest article explores five tax strategies high-earning women may want to consider as part of a comprehensive financial plan:
https://www.buddwealth.com/blog/5-powerful-tax-strategies-highearning-women-should-know

08/19/2026

"How much should I keep in an emergency fund?"

Emergency savings can help provide flexibility during unexpected events such as job changes, medical expenses, or major repairs.

The right amount depends on your household, income stability, and financial goals.

Schedule a conversation here: https://oncehub.com/JosephBudd