Joyce Curtis, CFP

07/17/2026

Join our Midyear Outlook 2026: Policy, Buildouts, and Bottlenecks webinar to get timely insights on what’s shaping markets for the rest of the year.

From policy shifts to AI-driven growth, hear what could matter most for your investments.

Register now and stay ahead of the curve!https://d9nnlhj0cc8wa.cloudfront.net/media/documents/Midyear_Outlook_Client_Invitation1.pdf

07/16/2026

Women are expected to inherit and manage significant wealth over the coming decades. Yet too many women still feel left out of financial conversations.

✨ Read the article below to learn more!

Women will control 40% of U.S. investable assets by 2030 and inherit $86T by 2048. Why inaction with wealth may be the biggest risk to future impact.

07/15/2026

Every week, the team shares thoughtful insights on the markets. Check out the latest market commentary to help stay informed: https://www.joycecurtisfp.com/weekly-market-commentary-kf26a

07/13/2026

A simple reminder that the impact we have on others often matters more than we realize. Whether through kindness, encouragement, or support, small actions can leave a lasting impression.

07/11/2026

What could shape markets in the second half of 2026?

Join our Midyear Outlook webinar to explore key trends, from AI growth to Fed policy shifts.

Register now:https://d9nnlhj0cc8wa.cloudfront.net/media/documents/Midyear_Outlook_Client_Invitation1.pdf

07/10/2026

The market isn’t just about fundamentals anymore — policy is driving outcomes.
Explore LPL Research’s 2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks and what it means for portfolios.

https://www.lpl.com/research/lpl-research-midyear-outlook.html

07/09/2026

When was the last time you reviewed your financial records? 📂

Keeping important documents organized can make a big difference during life's unexpected moments. From account information to insurance documents and estate planning materials, knowing where everything is important. Read the article to learn more!

An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or emergency so that you can quickly locate something if needed.

07/07/2026

Feeling overwhelmed by financial planning? You're not alone. 💙

Whether you're planning for retirement, navigating a major life change, or just trying to make sense of your options, you don't have to do it by yourself.
https://www.joycecurtisfp.com/financial-planning

07/06/2026

No matter where you are in life, there's always an opportunity to start something new. Whether it's a personal goal, a career change, or taking a fresh look at your financial future, every step forward counts.

If you've been thinking about what's next, let's start the conversation.

07/04/2026

Stars. Stripes. Wagging tails. 🐾❤️🤍💙

Our furry friends wanted to stop by and wish everyone a safe and happy Fourth of July! We hope you're enjoying the holiday surrounded by the people, and pets, you love most.