Fathom Financial Partners - formerly Dunleavy Wealth Management

07/16/2026

Trump Accounts are a new way for families to save and invest for a child’s future.

We put together a simple overview of the basic facts — who may be eligible, how contributions work, and why long-term compounding can make such a difference over time.

Have questions? We’re always happy to be a financial resource.

07/14/2026

Christmas in July might sound fun, but when it comes to year-end planning, it can also be practical.

Some financial decisions need time, coordination, and processing before December arrives. Our latest article explains why July is a good time to take care of key items like RMDs, QCDs, charitable giving, Roth planning, and tax-related decisions.

Read the full article below and get ahead before the year-end rush.

Christmas in July: Why July Is the Right Time to Plan Ahead July 1, 2026 Most people are not thinking about year-end financial planning in July.They are thinking about vacations, weekends outside, and making the most of summer. Required minimum distributions, charitable gifts, Roth conversions, and....

07/07/2026

The holidays may feel far away, but year-end planning has a way of sneaking up quickly.

This month, we’re bringing a little Christmas-in-July energy to your financial checklist. Looking at key decisions now can help make the end of the year feel more manageable, less rushed, and a lot easier to enjoy.

07/01/2026

Yesterday was officially Paula’s last day, and we gathered to celebrate her retirement and the many years she spent supporting our team and caring for our clients. We already miss her!

Congratulations on your retirement, Paula!

06/29/2026

Meet Paula's Dogs of the Month for June

This month’s spotlight goes to Rosy and Poppi, two Bernedoodle sisters born February 17th. Rosy listens and Poppi is a little more of a free spirit. Together, they love wrestling, exploring, and keeping their family entertained. Their main hobbies include looking adorable, causing just enough chaos, and staying far away from coyotes.

06/25/2026

Investing can feel complicated, but understanding a few of the basics can make it easier to see how the pieces fit together.

Louie Perraut walks through how investment portfolios are structured and how different investments work together.

Watch the full video here: https://youtu.be/4Fvek09ZF7M?si=SIV6tpFFuesgkPHz

06/19/2026

Thank you to everyone who joined us and helped make this year's Motor City Irish Fest such a memorable celebration. Sláinte!

06/17/2026

Retirement planning isn’t just about hitting a number — it’s about understanding how all the pieces of your plan come together.

In our latest blog, we walk through what a retirement plan includes and how it can help bring clarity to your long-term goals.

Read the full article here:

Retirement Planning: More Than Just a Number May 29, 2026 Retirement planning is often framed around a single question: How much do I need to retire?While that number can be helpful, it’s only one part of a much larger picture. A well-structured retirement plan is not defined by a number alone, bu...

06/08/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...