Norberg Wealth Management

07/15/2026

As we move through July, it's a great time to revisit your financial goals and stay informed about the trends shaping the markets. 📈

This week's commentary highlights key developments, market insights, and what investors may want to watch in the weeks ahead: https://www.norbergwealth.com/weekly-market-commentary 💡

07/14/2026

The Federal Reserve's influence extends well beyond its policy decisions.

For individuals considering a home purchase, refinance, or broader financial planning decisions, understanding these market dynamics can provide valuable context.

Read more about the relationship between Federal Reserve communication and mortgage rates 👇

Less guidance and more volatility can add a premium to mortgage bonds.

07/07/2026

As we mark America’s 250th anniversary, it’s a powerful time to reflect on how far we’ve come, not just as a nation, but in how we build and grow wealth. 🇺🇸

While the tools have changed, the importance of a thoughtful, long-term strategy remains the same.

Explore the influential technology that helped shape investing as we know it today 👇

In the early days of the country, each city conducted its own financial business. Here are the key innovations that changed everything.

07/06/2026

While we celebrated America's 250th anniversary this past weekend, we also marked another milestone: the one-year anniversary of the One Big Beautiful Bill Act (OBBBA) 🇺🇸

For retirees and those nearing retirement, changes like these can have a meaningful impact on income planning, withdrawal strategies, and long-term financial goals. Swipe through our key takeaways and reach out if you'd like to discuss how these changes may fit into your overall financial strategy: https://www.norbergwealth.com/work-with-us 🔗

07/06/2026

With thanks to my friend Major Garrett Boyer of Savannah, GA for the recipe, and my wife Taressa Norberg for the photography, here's a toast to freedom!

07/03/2026

In honor of the 250th Independence Day tomorrow, my dearest friend Major Garrett Boyer was kind enough to teach me the recipe for the Chatham Artillery Punch – a knockout cocktail with roots going all the way back to the Revolutionary era, enjoyed by George Washington himself. Garrett lives in Savannah, GA, where the drink has its roots, but as he’s visiting this week, we decided to take a picture in front of General McClellan’s Civil War HQ during the Battle of Antietam, which you can see in the background of this photo. All kinds of history and America right here.
 
Keep your eyes peeled for the official recipe I’ll be posting later today!

Photo credit: Taressa Norberg

07/03/2026

Wishing you a safe and happy Fourth of July weekend! 🇺🇸 As we begin the celebration, please note that our office will be closed on Friday, July 3, in observance of the holiday.

We hope you enjoy a relaxing weekend filled with fun, gratitude, and celebration!

06/30/2026

A retirement income plan that truly works starts with you. From lifestyle goals to spending needs, the most effective strategies are built around what matters most—helping turn years of saving into a retirement that feels both secure and fulfilling.

Creating a plan that works in retirement means creating a plan that works for you and your specific needs and lifestyle.

06/23/2026

Despite market ups and downs, retirement contributions continue to trend upward. The latest figures underscore the importance of steady, long-term investing habits.

Retirement investors didn't let inflation or market volatility deter them from socking away a record average of 9.6% of their pay in the beginning of 2026. The average employer match was 4.8%, leading to a combined record 14.4% savings rate in 401(k) plans.

06/22/2026

Midyear is the perfect time for business owners to pause, reassess, and refocus. A financial check‑in can help you evaluate performance, manage cash flow, and keep your strategy aligned with your goals for the rest of the year.

Swipe through for our midyear financial review checklist to see where to focus now. Then take the next step.

👉 Read the full blog to dive deeper and access all the insights. https://www.norbergwealth.com/blog/is-your-portfolio-still-aligned-with-your-goals-midyear-review-essentials