Joseph Howey

01/12/2026

You have enough to worry about with a baby on the way. Let me help you deal with the stress of financial planning so you can focus on the rest.

01/12/2026

From tariffs to a record-long government shutdown to a softening labor market, investors were met with no shortage of obstacles in Q4. Nevertheless, U.S. and global equities pushed higher in the fourth quarter to end 2025 on a strong note.

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01/12/2026

Working with an advisor during retirement is essential to make sure you’re not paying more taxes than you need to on your hard-earned retirement savings. http://spr.ly/6180CojQw

01/05/2026

Together, let’s find even better opportunities ahead. http://spr.ly/6182COMPg

12/22/2025

There’s no wrong way to wrap a present, the important thing is that it’s wrapped. Similarly, there are many ways to approach your finances, but most importantly it’s important to act now. Reach out to me to get started.

12/22/2025

You’ve earned a splurge on something fun now. But don’t pass up this opportunity to tackle some financial goals. http://spr.ly/61837OVvW

12/17/2025

I can help you fit some flexibility into your financial plan. The most important thing is that we get you and your partner on the same financial page—and that we get started right now.

12/16/2025

Deepening divisions have begun to form at the U.S. Federal Reserve as policymakers confront a “unique” dilemma of a cooling labor market and stubborn inflation. http://spr.ly/6186CKrh8

12/15/2025

Please reach out if you have questions about the new numbers or how to use them to calculate the amount of federal tax you may owe. I’d love to help. http://spr.ly/61807fyjg

12/10/2025

Do you have a kid on the way and want to feel [positive emotion] about your finances? I can help you get a financial plan in place so your baby plan can go swimmingly. Reach out today for help.