David Bodner Financial Planner at Skylight Financial Group

10/26/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

10/25/2026

Today’s losers could be tomorrow’s winners. In AI, everything may come down to how well firms use the technology to improve what they deliver—and history shows innovation often beats disruption.

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/22/2026

You may be wondering if you could fund your dream retirement with $10 million. According to a financial planner it depends on a variety of factors. What you need to know.

10/22/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

10/22/2026

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/47yoiJK

Ready to start building your plan? Reach out today.

10/20/2026

As your life evolves, your insurance needs may change too. Learn how term-to-permanent conversions work and whether permanent life insurance or the use of an available conversion option may be appropriate for your situation.

https://bit.ly/4hYvC7q

10/19/2026

Last week, stocks fell as technology and AI-related weakness outweighed resilience in defensive sectors. Treasury yields declined amid demand for safety, while persistent inflation and strong consumer spending added uncertainty around interest rates. Learn more about the market forces driving recent performance in this week’s perspective.

10/18/2026

The widening war in the Mideast is making life more expensive. Some simple cost-cutting tips from the New York Times.

10/15/2026

Big U.S. exchanges are working on plans to offer digital tokens that mimic shares and trade 24/7. Here’s what to know.