David Bodner Financial Planner at Skylight Financial Group

David Bodner Financial Planner at Skylight Financial Group Providing in-depth financial planning. Schedule an appointment now at: https://calendly.com/dbodner-1/60min

07/14/2026

US equities posted a second straight week of gains, led by a rebound in technology and semiconductor stocks and strength in energy shares. Treasury yields moved higher as rising oil prices renewed inflation concerns. Oil prices were volatile, initially falling on Saudi Arabia’s price cuts before surging amid escalating US-Iran tensions. Learn more with this week’s market perspective.

07/12/2026

Even for the very best investors, identifying a bubble is a good deal easier than judging when it will burst. Today there is no shortage of people worried that another is forming. The share prices of tech firms need only fall by a few per cent—as they did in November—to send volatility leaping a...

07/09/2026

Banks, brokers and money managers are eager to find a role in the program offering Americans investment accounts at birth.

School’s out and summer is in full swing.  With a few extra expenses — from meals to activities and camps — it helps to ...
07/09/2026

School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to check in on spending. Here are some simple ways to manage summer costs, and I’m here for support whenever you need it.

07/09/2026

Click to see long-term care costs by state and care type, and find out how your area compares to the rest of the nation: http:/ltccostsmmdba.hvsfinancial.com

07/05/2026

In the spirit of gratitude this holiday season, the author reflects on bad bosses of the past. Here are five lessons the author learned from bad bosses.

Let freedom ring! Happy Independence Day to all my fellow Americans.
07/04/2026

Let freedom ring! Happy Independence Day to all my fellow Americans.

07/02/2026

With inflation increasing cost across the board - open enrollment isn’t just about the cost of healthcare - it’s one of your biggest financial decisions of the year.

06/29/2026

Markets diverged last week: the Nasdaq fell 4.6%, the S&P 500 fell 1.9%, and the Dow rose 0.6%. Oil dropped about 10% to $69, easing yields and rate expectations. Growth data held firm, but inflation at 3.4% keeps the central bank cautious ahead of jobs data. Learn more with this week’s market perspective.

06/28/2026

Consistency, discipline and attention to detail are the little things that shape every area of success.

Address

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Toledo, OH
43617

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Wednesday 8am - 4pm
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