Fence Financial LLC

07/17/2026

Join our Midyear Outlook 2026: Policy, Buildouts, and Bottlenecks webinar to get timely insights on what’s shaping markets for the rest of the year.

From policy shifts to AI-driven growth, hear what could matter most for your investments.

Register now and stay ahead of the curve!https://d9nnlhj0cc8wa.cloudfront.net/media/documents/Midyear_Outlook_Client_Invitation1.pdf

07/16/2026

Giving back can be deeply personal, especially when it reflects causes your family has cared about for years. 💙 This article explores how qualified charitable distributions from an IRA may fit into a broader retirement and giving strategy.

The Pension Protection Act of 2006 first allowed taxpayers age 70½ or older to make tax-free charitable donations directly from their IRAs. Technically, these taxpayers were allowed to exclude from gross income otherwise taxable distributions from their IRA ("qualified charitable distributions," or...

07/15/2026

Each week, the LPL Financial Research team compiles insights on market news. Read the latest updates: https://www.fencefinancial.com/weekly-market-commentary

07/13/2026

There’s no one-size-fits-all approach to wealth management. Your retirement vision, family needs, priorities, and long-term goals are personal; and your strategy should be too.

Learn more about our financial services: https://www.fencefinancial.com/wealth-management

07/11/2026

What could shape markets in the second half of 2026?

Join our Midyear Outlook webinar to explore key trends, from AI growth to Fed policy shifts.

Register now:https://d9nnlhj0cc8wa.cloudfront.net/media/documents/Midyear_Outlook_Client_Invitation1.pdf

07/10/2026

The market isn’t just about fundamentals anymore — policy is driving outcomes.
Explore LPL Research’s 2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks and what it means for portfolios.

https://www.lpl.com/research/lpl-research-midyear-outlook.html

07/09/2026

How much cash should you hold in retirement? It’s a personal question, and the answer often depends on your lifestyle, income needs, comfort level, and family priorities. This article explores the balance retirees may want to consider.

Understanding how much cash to hold during your retirement can be a delicate balance.

07/07/2026

Are you prepared for year-end planning? It’s one of those things that can sneak up quickly between family plans, holidays, and everyday responsibilities.

Our latest blog shares 8 steps to review before Q4: https://www.fencefinancial.com/blogs

07/04/2026

Happy Fourth of July! 🎆 Today we celebrate America’s 250th birthday and the traditions that bring families, neighbors, and communities together.

07/03/2026

Friendly reminder: the financial markets and our office are closed today, July 3, in observance of the holiday weekend. ❤️🤍💙We hope your weekend is filled with good food, familiar faces, and time spent making memories with the people you love.