A Guide to Modern Scams: How to Stay One Step Ahead
April 30, 2026
Rochester Wealth Management
As scams become more sophisticated, staying informed is one of the best ways to protect your financial well-being. Fraudsters often use urgency and deception to gain access to personal or financial information, making it important to pause, verify, and stay cautious before taking action.
2025 Year in Review & Looking Forward in 2026
February 9, 2026
Mitch Walsh
Although 2025 ended with solid returns, the path included a steep, headline-driven selloff and a swift recovery that tested investor resolve. This recap reviews what the volatility, particularly in the S&P 500, reinforced about diversification and discipline, along with several tax updates that may affect planning decisions heading into 2026.
Summer Wrap-Up & Considerations for Year-End 2025
Mitch Walsh
September 19, 2025
As summer gives way to fall in Michigan, we reflect on a volatile stretch that ultimately led markets to new highs, reinforcing the value of patience and diversification. We also highlight the meaningful role international investments have played this year and outline several upcoming 2025 tax changes that may impact planning decisions.
Staying the Course | A Message during Market Volatility
Rochester Wealth Management
April 3rd 2025
Market volatility can make even disciplined investors uneasy, but history suggests that short-term downturns are a normal part of long-term growth. Staying committed to a thoughtful financial plan may be one of the most important decisions investors make during uncertain times.