TrueView Financial

06/02/2026

Life can be unpredictable. Hear from Ed and Mary Ann, and how they found confidence in protection planning.

Hear from Guardian clients Ed and Mary Ann - A love story of financial well-being

06/02/2026

The U.S. stock market delivered a historic performance in May 2026, with all three major indexes closing at fresh all-time highs on the final trading day of the month, May 29.

A powerful rally in technology stocks, strong corporate earnings, easing inflation pressures, and positive geopolitical developments helped drive the market’s strongest monthly gains of the year.

For the month, the market’s three major indices performed as follows:
S&P 500 5.2%
The Dow 3.1%
Nasdaq Composite 8.4%

The S&P 500 closed out May at a record 7,580.06. The benchmark index also recorded its ninth consecutive weekly gain, reflecting broad investor confidence and sustained market momentum.

Technology stocks led the market’s advance, particularly companies benefiting from growing demand for artificial intelligence infrastructure. So it’s no surprise that the tech-heavy Nasdaq Composite finished at a record 26,972.62, significantly outperforming the other major indexes.

The Dow Jones Industrial Average also reached a historic milestone, crossing the 51,000 mark for the first time. The blue-chip index ended May at 51,032.46, posting a gain of approximately 3.1% for the month.

Sources:
https://www.cnbc.com/2026/05/28/stock-market-today-live-updates.html
https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-05292026-11986232

06/01/2026

Do you know how to make a social impact with your investments? Read more now.

Learn about the rise of Impact Investing and how it may benefit you.

06/01/2026

🗓️ June 1st means that summer is almost here, kids will be out of school soon, and many of you are looking to enjoy time outdoors with family and friends. ☀️🏝️

Just a reminder that your finances and long-term goals shouldn't be on vacation, too - so feel free to reach out if you have any questions or proactively schedule our next financial review.

👉 https://bit.ly/ScheduleJamesDesRocher

05/31/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

05/30/2026

You may think preparing for a natural disaster includes packing a bag with food, water, and some of your possessions. But it should also include gathering financial documents, reviewing insurance policies, and getting cash. Check out these steps that

Incorporating financial preparedness into your disaster plans may help you handle the aftermath with more resilience

05/29/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

05/29/2026

Most successful families aren’t struggling because they don’t earn enough or save enough.

They’re struggling because nothing talks to each other.

The 401(k) is over here. The insurance is over there. The tax strategy is what their accountant handles in April. The estate plan is a document nobody has looked at in years.

That’s not a wealth problem. That’s a coordination problem.

And it’s more common than you’d think — even for families earning well into six and seven figures.

When I sit down with a new client, I don’t start by talking about returns. I start by asking: does everything you have actually work together?

Most of the time, the answer is not yet.

That’s where I start.

→ 𝙄𝙛 𝙮𝙤𝙪’𝙫𝙚 𝙗𝙚𝙚𝙣 𝙛𝙚𝙚𝙡𝙞𝙣𝙜 𝙡𝙞𝙠𝙚 𝙮𝙤𝙪𝙧 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙡𝙞𝙛𝙚 𝙞𝙨 𝙢𝙤𝙧𝙚 𝙘𝙤𝙢𝙥𝙡𝙞𝙘𝙖𝙩𝙚𝙙 𝙩𝙝𝙖𝙣 𝙞𝙩 𝙨𝙝𝙤𝙪𝙡𝙙 𝙗𝙚, 𝙬𝙝𝙖𝙩’𝙨 𝙩𝙝𝙚 𝙥𝙞𝙚𝙘𝙚 𝙩𝙝𝙖𝙩 𝙛𝙚𝙚𝙡𝙨 𝙢𝙤𝙨𝙩 𝙙𝙞𝙨𝙘𝙤𝙣𝙣𝙚𝙘𝙩𝙚𝙙 𝙧𝙞𝙜𝙝𝙩 𝙣𝙤𝙬?

05/28/2026

Starting and running a small business takes hard work but there are steps you can take to make it easier. Discover financial hacks to reduce stress and keep your business running smoothly.

Discover financial hacks to help reduce stress and keep your business running smoothly

05/27/2026

Building wealth is important. Protecting it is equally important.

A thoughtful financial plan brings together savings, insurance, and investments into a coordinated strategy designed to support both today’s goals and tomorrow’s opportunities.