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Friday, October 30, 2026

Oct 2026 market briefing: constructive equity backdrop, broader leadership, disciplined AI exposure, and using higher bond yields strategically for income.

Monday, October 26, 2026

The holidays give families a rare chance to slow down, reconnect, and reflect on what truly matters. It’s also one of the most natural moments to spark thoughtful conversations about legacy without the pressure, jargon, or formality...

Thursday, October 15, 2026

Markets are shifting under the surface. Key themes: consumer strength, AI capex, uneven inflation, broader equity leadership, and credit quality.

Thursday, May 21, 2026

Answers top business operating questions—cash flow, taxes, benefits, debt, and exit planning—and how Demery Wealth Advisors can help business owners.

Friday, February 6, 2026

As a small business owner, navigating the complex landscape of retirement plans can seem daunting. Yet, strategic planning today can ensure a prosperous retirement for both you and your employees. This article explores three popular...

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Thursday, January 22, 2026

Explore estate planning challenges for blended families, including strategic solutions. Learn how to protect your legacy with targeted estate strategies.

Tuesday, April 2, 2024

https://citylifestyle.com/articles/demery-wealth-advisors

Monday, May 1, 2023

This month’s Your Money Matters newsletter encourages you to stop wasting money, weighs the pros and cons of prepaid debit cards, shares a quick guide to checking to see if you have unclaimed money, and looks into how long a $20...

Wednesday, April 26, 2023

We strive to keep you regularly updated with important market changes and news.Please listen to the most recent market update from Phil Blancato, Advisor Group’s Chief Market Strategist. This call discusses recent updates for the...

Tuesday, June 14, 2022

A higher-than-expected inflation report triggered a sell-off on Friday, leaving stocks in the red for the week.The Dow Jones Industrial Average lost 4.58%, while the Standard & Poor’s 500 dropped 5.05%. The Nasdaq Composite index...

Tuesday, June 14, 2022

With the first half of the year in the rearview mirror, summertime is a great chance to touch base. A mid-year financial review can help to take stock of your accomplishments thus far and uncover any needs for adjustments. It’s...

Thursday, May 19, 2022

Thursday, January 13, 2022

Monday, January 3, 2022

The New Year means taking a new look at our finances. The most important thing to make sure you feel like you have the cashflow you need to do the things you want to do. So, let’s set some goals this year to build on last...

Saturday, June 19, 2021

Summer brings the perfect time for BBQs with friends, fun in the sun, and making memories at the beach or pool. With the first half of the year in the rearview mirror, summer also gives us a chance to perform a mid-year assessment on...

Monday, May 17, 2021

Saving money is a bit like eating healthy, you know you should eat your veggies but it’s hard to resist indulging in something a bit more fun. Like making healthy choices, a tax refund can present the opportunity to splurge but,...

Saturday, April 24, 2021

While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four...

Wednesday, April 21, 2021

When you change jobs, it’s critical to remember to create a plan for past employee sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all...

Monday, January 4, 2021

Recently, the U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill that provides greater unemployment benefits and additional stimulus payments to individuals and families, as well as more...