Compelling Wealth Advisors

10/31/2026

🎃 No tricks... just treats!

The team at Compelling Wealth Advisors is wishing you a Halloween filled with fun, festive memories, and plenty of sweet moments. From our crew (and a few costumed friends 👻🐈‍⬛) to yours, Happy Halloween!

Don’t be haunted by poor planning — we’ve got your back.

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/30/2026

Don't forget . . .

With an extra hour this weekend, it's a great excuse to check in on your finances. Revisit your contribution rate, confirm your beneficiaries, or make sure your year-end goals are still on track.

Enjoy the extra hour. When you're ready to talk, we're here.

10/29/2026

Tax-loss harvesting doesn’t need to be a one-off, year-end event. Contact us to discuss a timeline and/or strategy that best suits your needs.

10/28/2026

Team Pumpkin Carving Day!
We are getting spooky in the office today and took some time over lunch to get in the Halloween spirit!
We have some pretty good carvers in the office who showed off their pumpkin artistic skills! (We all agreed we are better at this then painting portraits.... iykyk)

We hope you have a safe and happy Halloween weekend and feel free to share your own pumpkin artwork in the comments!!

10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/27/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

10/24/2026

https://bit.ly/4iD5dw7

The recent rise in the 10-year Treasury yield is making headlines, but what does it actually mean for investors? Whether you're evaluating opportunities in fixed income or considering the impact on your broader portfolio, our team can help put today's market environment into perspective.

Understand what this key benchmark is, what’s driving the rise and how it could influence your investments.

10/23/2026

https://bit.ly/4BoLebV

Many investors are asking whether today's AI boom resembles past market bubbles. While no one can predict exactly how the current cycle will unfold, history offers valuable perspective.

If you have questions about how today's AI market trends could affect your financial strategy, let's connect. My team can help position your investment strategy for both opportunities and potential market surprises.

History offers some interesting clues.

10/22/2026

https://bit.ly/4yyDq4E

If something feels off, pause before you act.

Today’s scams can look surprisingly legitimate, making them harder to spot — and the financial impact can be significant.

Knowing the warning signs is one way to help protect your financial life and the plan you’ve worked hard to build.

Stay ahead of bad actors by learning how to spot the top threats of 2026.