Schlieman Wealth Management, LLC.

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/03/2026

Planning backed by fiduciary experience. 🤝

At every stage of life, Schlieman Wealth is beside you, providing a steady hand and guidance in your financial future. As a fiduciary, we promise to listen intentionally and act in your best interest, seeking to ensure your financial journey is planned and aligned with your values. From investment management to retirement, estate, and tax planning, our fiduciary standard guides every recommendation we make. Contact one of our trusted advisors to get started at Planning backed by fiduciary experience. 🤝

At every stage of life, Schlieman Wealth is beside you, providing a steady hand and guidance in your financial future. As a fiduciary, we promise to listen intentionally and act in your best interest, seeking to ensure your financial journey is planned and aligned with your values. From investment management to retirement, estate, and tax planning, our fiduciary standard guides every recommendation we make. Contact one of our trusted advisors to get started at https://bit.ly/4clo23H

09/01/2026

Meet DeAnna! 👋

We’re excited to introduce the newest member of the Schlieman Wealth team, DeAnna Browne!

A Hall County native, DeAnna brings more than 20 years of experience in the financial and nonprofit sectors to her role as Client Service Associate. She works closely with our clients and advisors while also leading our marketing and community outreach efforts.

We’re excited to have her experience, energy, and genuine love of people on our team.

Learn more about DeAnna and her background by reading her full bio at schliemanwealth.com/about-us.

08/27/2026

When can I retire? How much can I spend once I get there? 💭 These are two of the most common questions we hear, and the answers look different for everyone. Your retirement income may come from a mix of sources: Social Security, qualified retirement plans, personal savings, and investments. The right approach starts with understanding what you'll need and where it will come from. We can map out your retirement together: https://bit.ly/4fODlTd

08/26/2026

Oh Dolly. 💕

Not sure there will ever be another Dolly Parton.

She was so incredibly talented, but it was everything else about her that made people love her so much. Her kindness, her sense of humor, her work ethic, her generosity and the way she never seemed to forget where she came from.

There are not many people who can say they left the world a little better than they found it, but Dolly absolutely can.

What a life. What a legacy. What a lady. ❤️

08/24/2026

Professional development looks pretty good from San Diego! 🌴☀️

Katie recently had the opportunity to attend an LPL conference, where she spent time learning, connecting with industry peers, and bringing home new ideas and insights to share with our team.

At Schlieman Wealth Management, we believe continuing to learn and grow helps us better serve the families who trust us.

Of course, it wasn’t all work… 😉

Be sure to swipe all the way to the end! We saved the best photo for last!🤩🎶

08/20/2026

New season, new focus. 📚 As summer slows down and routines settle back in, it’s a good time to bring that same focus to your finances. A quick check-in now on your goals, your budget, or your plan can set the tone for a strong rest of the year. Let us help you focus on what’s next: https://bit.ly/4pZ5ITB

08/19/2026

Our latest Weekly Newsletter & Commentary is here.

Read this week's edition: https://conta.cc/3UqBzk6

08/14/2026

Today is National Financial Awareness Day, a great reminder that understanding what’s happening with your money can help you feel more confident about your financial future. For example: “Volatility” may seem like a word with negative connotations, but in reality it simply measures how much prices move over time, in either direction. It’s a normal part of investing, not a sign that something has gone wrong. With a steady plan and the right guidance, short-term swings don’t have to shake your long-term confidence or keep you up at night. 🌙 Learn more by reaching out to one of our trusted advisors. https://bit.ly/4krEzFV