Leave the 99 Wealth Management

Leave the 99 Wealth Management Helping people manage and protect their financial future

07/17/2026

If you feel stuck, it's understandable. That's why I'm here. I'll meet you where you are and help find opportunities that can get you where you're going.

Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversific...
07/16/2026

Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversification may be playing a bigger role in investor success in 2026. http://spr.ly/6189BEpRhF

This economic climate isn’t making anything easy. But that’s why I'm here. You might not be ready for the life you want ...
07/14/2026

This economic climate isn’t making anything easy. But that’s why I'm here. You might not be ready for the life you want to live just yet, but I can help you make a plan to get there.

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary exam...
07/14/2026

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary examines why persistent price pressures—not slowing employment—may be the bigger risk for markets in the second half of 2026. http://spr.ly/6187BEpzAB

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Plea...
07/13/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan. http://spr.ly/6183BDmlOF

One of the biggest misconceptions about financial planning is that it’s all about numbers.In reality, it’s about moments...
07/07/2026

One of the biggest misconceptions about financial planning is that it’s all about numbers.
In reality, it’s about moments.
It’s about creating the flexibility to unplug for a few days, laugh with your kids, and be fully present with the people who matter most.
Markets will always fluctuate. Headlines will always change. But the time we get with the people we love is finite.
I’m grateful for a few days to recharge with my family, and I’m looking forward to getting back to helping other families build a financial plan that supports what matters most to them.
PS that’s Rizzys selfie smile. Goofball

One of the biggest misconceptions about financial planning is that it's all about numbers.In reality, it's about moments...
07/07/2026

One of the biggest misconceptions about financial planning is that it's all about numbers.

In reality, it's about moments.

It's about creating the flexibility to unplug for a few days, laugh with your kids, and be fully present with
the people who matter most.

Markets will always fluctuate. Headlines will always change. But the time we get with the people we love is finite.

I'm grateful for a few days to recharge with my family, and I'm looking forward to getting back to helping other families build a financial plan that supports what matters most to them.

PS that's the closest thing we get from Rizzy for a selfie smile these days haha

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip bud...
07/06/2026

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. http://spr.ly/6188B6tSMI

AI continues to influence the economy and markets—but not all companies are benefiting equally. Rising costs and sticky ...
06/30/2026

AI continues to influence the economy and markets—but not all companies are benefiting equally. Rising costs and sticky inflation underscore the importance of a diversified investment plan. Read this week’s Market Commentary to learn more. http://spr.ly/6186BDvhXC

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk a...
06/29/2026

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too. http://spr.ly/6183B890Kf

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