Cadence Wealth Management Solutions

07/22/2026

Market movements can cause your investment portfolio to drift from its intended allocation over time. Portfolio rebalancing is the process of reviewing and adjusting your investments to help keep them aligned with your long-term goals, risk tolerance and overall strategy. Regular reviews can be an important part of maintaining a disciplined investment approach.
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07/20/2026

Many adults today find themselves caring for aging parents while also supporting children or grandchildren.

This group is often called the ""Sandwich Generation.""

Balancing multiple family responsibilities can create unique challenges and opportunities for planning.

What advice would you give someone navigating this stage of life?
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07/20/2026

We want to extend a huge congratulations to Mathew Hill's son, Alex Hill, on winning the RDGA Championship this past weekend! An outstanding performance and well-deserved victory despite challenging weather throughout the tournament. 🏆⛳

07/18/2026

Many parents and grandparents are exploring new ways to save for a child’s future. A new option, known as a Trump Account, is designed to help families build long-term savings for children through a tax-advantaged investment account. Understanding how it works—and how it compares to other savings vehicles—can help you determine what may fit your family's goals.

Learn how Trump Accounts work and if they fit into your family’s financial strategy.

07/17/2026

In honor of National Ice Cream Day this weekend...

What's your go-to flavor?

🍦 Chocolate
🍦 Vanilla
🍦 Strawberry
🍦 Something unique

Tell us below!

07/14/2026

Did you know July 14th is Cow Appreciation Day? 🐄🐮

Fun fact: When Allison isn't working as Client Relationship Manager for Dale, she is home on the farm with her 3 daughters and 16 cows.

07/14/2026

Summer travel check in! Halfway through July and we want to know, what has been your favorite trip you've taken this summer? Do you have something fun planned?

Dan and his family headed to the West coast to cheer on Team USA a few weeks ago!⚽🇺🇸

07/14/2026

Life changes. Your estate plan should keep pace.

Major life events such as marriages, births, deaths, relocations, or changes in financial circumstances may be a good reason to revisit important documents.

When was the last time you reviewed your estate planning documents?
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07/10/2026

Summer adventures are in full swing!

This week we're sharing a photo from one of our team members' recent travels.

Where has your favorite trip taken you this year?
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07/08/2026

State and local taxes can have a meaningful impact on your overall tax picture. Recent changes to the State and Local Tax (SALT) deduction may create new planning considerations for some taxpayers, particularly those who itemize deductions. Understanding how these rules apply to your situation can help inform broader financial decisions.

Explore what the SALT deduction is and how you may be able to use it lower your overall tax bill.