The Wealth Avenue Compass delivers thoughtful insights and timely updates to help you stay financially informed and prepared. Each month—and when important developments arise—we share planning tips, market perspectives, and guidance to support your financial journey with confidence.
- MARKET UPDATE
A Strong — and Bumpy — Start to 2026
Markets began 2026 with strong momentum, even as the S&P 500 tests the 7,000 level. This update explains why volatility is normal and how disciplined investors navigate it. See what’s driving the market — and what we’re watching next.
- NEWSLETTER
Wealth Avenue February 2026 Newsletter: Planning for Retirement Is More Than Just Saving
This month, we highlight common mistakes that can impact taxes, Medicare costs, and long-term income—and why a coordinated withdrawal strategy matters. Check out what to watch for and how thoughtful planning can help retirement income work more smoothly.
- MARKET UPDATE
2025 Market Recap & What We’re Watching for 2026
Despite a steady stream of headlines, markets delivered a resilient 2025. See what drove returns, how portfolios were positioned, and what’s on the radar for 2026.
- NEWSLETTER
Wealth Avenue January 2026 Newsletter – Using Roth Strategies to Build Tax-Free Income
Tax-free income remains one of the most powerful tools in long-term planning. This month, we break down Roth strategies that can help reduce future taxes, improve flexibility, and strengthen your retirement plan.
- NEWSLETTER
Wealth Avenue December 2025 Newsletter — Key 2026 Retirement, Tax, and Social Security Updates + Your Action Steps
Big retirement and tax changes are coming in 2026. This issue highlights the new IRS limits, Social Security increases, Medicare IRMAA brackets, and the key planning moves to make before January payroll cycles begin.
- NEWSLETTER
Wealth Avenue November 2025 Newsletter — ‘Tis the Season for Giving and Smart Tax Planning
As the holidays approach, it’s the perfect time to give back—and plan ahead. This month, we’re breaking down smart, tax-savvy ways to support the causes you love, from donor-advised funds to Qualified Charitable Distributions. Check out how a little strategy can make your giving go further this year.
- POINT OF INTEREST
A Day to Remember: Highlights from the Wealth Avenue Invitational
Thank you to everyone who joined us for the inaugural Wealth Avenue Invitational at Virginia Beach National. From great competition and on-course contests to meaningful connections with clients, family, and friends, the day was a true celebration of community and appreciation. We’re grateful for the memories made and excited to carry this new annual tradition forward.
- NEWSLETTER
Wealth Avenue October 2025 Newsletter — Beyond Portfolio Performance
October is Financial Planning Month, and a perfect time to remember that true planning goes far beyond portfolio performance. From taxes to retirement income, real estate to estate planning, we connect each piece of your financial life with clarity and purpose.
- MARKET UPDATE
Government Shutdown: What You Need to Know
Despite the current government shutdown, markets are showing resilience. We break down what’s happening and why investors shouldn’t lose perspective.
- ADVISOR SPOTLIGHT
Advisor Spotlight: Jacinta Gauvin
Join us in celebrating Jacinta Gauvin, Wealth Advisor, for receiving two major honors this year: Coastal Virginia Magazine’s Best of Business Silver Award and Inside Business 40 Under 40. Jacinta’s story is one of resilience and determination and her commitment to clients and the community continues to shine. Check out her spotlight and recent achievements.
- NEWSLETTER
Wealth Avenue September 2025 Newsletter – Year- End Tax & Investment Planning
It's time to lock in smart tax moves before December 31. From maximizing retirement contributions and HSAs to taking advantage of new deductions under the One Big Beautiful Bill Act, even small steps now can mean real savings in 2026. Check out the breakdown of timely strategies to help you lower taxes, grow wealth, and head into the new year with confidence.
- POINT OF INTEREST
Does Your Retirement Plan Include This Powerful Investing Feature?
Some 401(k), 403(b), and 457 plans offer a Self-Directed Brokerage Account (SDBA)—a “brokerage window” that goes beyond the standard mutual fund lineup. With an SDBA, you can access individual stocks, ETFs, and actively managed strategies, giving you more flexibility and control over your retirement investments. See how this feature works and which employers offer it.
