Schroeder Wealth Advisors

07/17/2026

As we get closer to retirement, certain birthdays carry more financial significance than others. From catch-up contributions at 50 to Medicare eligibility at 65 and required distributions in your 70s, these milestones can directly impact your retirement strategy. Knowing when these key ages occur can help you maximize benefits and avoid unnecessary penalties. A little planning around these dates can make a meaningful difference in your long-term financial picture.
https://www.schroederwealthadvisors.com/resource-center/retirement/important-birthdays-over-50

07/13/2026

A very special congratulations to London as she prepares to welcome her first baby! 💕👶

Our team surprised her with a sweet treat and gift to celebrate this exciting new chapter, and we couldn't be happier for her as she gets ready to enter parenthood.

We're wishing London, her husband, and their little one endless joy, love, and countless unforgettable memories in the days ahead! 💗

Help us celebrate this exciting new chapter by sharing your favorite parenting advice or words of encouragement for London and her husband in the comments below! 💕

07/10/2026

Rebalancing your portfolio isn’t about chasing what’s performing best, it’s about staying aligned with your long-term goals and risk tolerance. Over time, strong performers can shift your allocation and unintentionally increase risk, a concept often called “risk creep.” Regularly reviewing and rebalancing helps ensure your portfolio continues to reflect your original strategy.

https://www.schroederwealthadvisors.com/resource-center/investment/rebalancing-your-portfolio

07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

07/04/2026

🎆 Happy Independence Day! 🎇

Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. 🎉🗽

As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. 🍔🌭

Happy Birthday, America! 🎂🎈

07/03/2026

The early bird gets the worm, but did you know it may be able to retire sooner as well?

In investing, time can be one of your most valuable assets. Oftentimes, small delays today can lead to meaningful differences in long-term outcomes of financial success.

https://www.schroederwealthadvisors.com/resource-center/retirement/the-cost-of-procrastination

06/26/2026

What’s your Plan to Optimize Your Employer’s Stock Plan?

Working for a publicly traded company with employer stock as part of your compensation provides unique opportunities for funding your short-term and long-term goals.

In the short term, profitable shares can be incredibly beneficial in supplementing your income for vacations, renovations, or crossing items off your bucket list.

In the long-term these shares require careful consideration regarding the tax consequences associated with reaping these benefits.

For example, as we near retirement, our income is often at its highest and it may be beneficial to hold on to profitable shares until you are in your retirement and able to adjust your other sources of portfolio income. By controlling your portfolio’s realized income, you may be able to stay in a lower tax bracket while also selling stock.

However, if the stock price is performing particularly well, there would be a crossover point where it would make sense to sell, even while still working. Just be sure to discuss the tax impact with your CPA and financial advisor!

Overall employer stock is a unique of executive compensation - be sure you have your game plan together for how to optimize this benefit!

06/21/2026

Father's Day is here! It's a special day to celebrate and honor the fathers and father figures in our lives. Show your appreciation with a heartfelt gesture or a thoughtful gift to make their day extra memorable.

06/19/2026

Is Your Vacation Account Funded?

As you settle into your beach chair or mountain hike this summer, it’s a good time to reassess your vacation funds!

It is important to balance long-term objectives with short-term goals. Many of us are focused on the day to day, and through automation, are saving for our retirement or other long-term objectives.

But are you taking enough time for yourself - Week by week or month by month?

For most of us, our financial plan doesn’t work if you haven’t built in enough vacation along the way and need to retire early!

Having a dedicated travel goal in your financial plan helps ensure your advisor is aligned with your long-term AND short-term objectives. That way the funds are ready and waiting for your next vacation!

So where are you planning to go next?

06/12/2026

A team is more than a group of people working together—it's a group of people who trust, support, and encourage one another.

We're proud of the people who make SWA such a special place to work and serve our clients. Thank you to our incredible team for all that you do. Together we celebrate the professionalism, positivity, and a commitment to excellence that each SWA Team member brings every day.

We're grateful to have a team that truly cares about every client, every plan, and each other.