OnPointe Guiding Wealth

07/19/2026

Happy National Ice Cream Day!

What's your favorite flavor?

Bonus question: What's the best place to grab ice cream in the Newburgh/Evansville area?

07/17/2026

Major life events often create opportunities to revisit your financial strategy.

Examples include:
• Marriage
• Career changes
• Starting a business
• Retirement
• Growing your family
• Receiving an inheritance

Life changes. Your planning should evolve with it.
https://bit.ly/4aUOpN5

07/16/2026

Real estate can play a role in a diversified investment strategy, but there’s more than one way to gain exposure to this asset class. From REITs and private real estate funds to rental properties and renovation projects, each approach comes with its own opportunities, risks and considerations.

Understanding how different real estate investment strategies align with your goals, time horizon and risk tolerance is an important part of making informed financial decisions.

Learn more about five common real estate investing strategies:

Find out how to invest in real estate, as well as potential advantages and risks.

07/15/2026

Estate planning isn't only about transferring assets.

It's also about ensuring your wishes are documented and your loved ones have clarity when they need it most.

When was the last time you reviewed your estate planning documents?
https://bit.ly/4hg2Wqp

07/12/2026

Mark Nicholson celebrated his daughter Sophie's wedding at the beautiful Western Kentucky Botanical Garden in Owensboro earlier this summer. Wishing the happy couple a lifetime filled with love, laughter, and many wonderful memories together.

07/11/2026

Market swings can be unsettling, but volatility is a normal part of investing. A well-designed financial strategy is built with changing market conditions in mind and aligned to your unique goals, time horizon and risk tolerance.

Rather than reacting to short-term headlines, maintaining a long-term perspective, staying diversified and reviewing your strategy regularly can help keep you focused on what matters most.

Read more about taking a steady approach to market volatility:

Market uncertainty is a constant companion for investors.

07/10/2026

t's National Piña Colada Day!

07/07/2026

Retirement means something different to everyone.

For some, it's traveling more. For others, it's spending time with family, volunteering, pursuing hobbies, or simply enjoying a slower pace of life.

What does your ideal retirement look like?
https://bit.ly/4wyE5mo

07/04/2026

Happy Independence Day!

Wishing you and your loved ones a safe and enjoyable Fourth of July filled with family, friends, and celebration.

How are you spending the holiday weekend?

07/02/2026

July is a great time to pause and reflect.

As we reach the halfway point of the year, consider revisiting the goals you set in January. Are there any adjustments you'd like to make before the year is over?

Small steps can add up over time.