Unleashed Financial LLC

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you’re making the most of your contributions before tax day, give us a call.

February is Financial Aid Awareness Month, making it a great time to shed light on a common struggle many are facing: repaying student loans while trying to save for retirement. While balancing both can be challenging, it is not impossible. Swipe through to learn more.

If you’d like to run through your specific numbers and talk through your best next steps, feel free to give us a call. We’re here to help.

December wrapped up a year full of surprises — easing inflation, steady Fed cuts, and a resilient (but shifting) stock market. As we head into 2026, the market narrative is evolving.

• A broader set of stocks took the lead in December, expanding beyond the mega‑cap and AI giants that dominated much of 2025.
• Major indices split: the S&P 500 was flat, the Nasdaq saw some profit‑taking, and the Dow gained as investors rotated toward defensive names.
• The Fed delivered another 25 bps cut, signaling a slow and steady path forward — with just two more cuts projected through 2027.
• Inflation cooled further, supporting the “soft‑landing” outlook as shelter and services continued to ease.
• The labor market softened with slower hiring, but layoffs remained subdued.
• Services stayed strong while manufacturing remained in contraction territory.

Looking ahead, most strategists still see a soft landing on the horizon. For long‑term investors, the fundamentals stay the same: stay invested, stay balanced, and treat volatility as an opportunity.

Here’s to a steady and strategic start to 2026. 📈✨