Financial Insights

Arcwood Wealth Management – State of the Markets – Halftime Report – 2026

In this video, Dave Riley, Head of Wealth Management at Arcwood, breaks down the investment landscape for the second half of 2026. The video covers: Recent Market Performance: A look… Read More

How to Prioritize Multiple Financial Goals at Once

A Practical Framework for Moving Forward When Everything Feels Important Many people are working toward more than one financial goal at a time. You may be building an emergency fund… Read More

Don’t Overlook the Value of Social Security Survivor Benefits

If you earned enough work credits by paying Social Security payroll taxes, certain family members may be eligible to receive Social Security survivor benefits based on your record. Family members… Read More

Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

Gas prices have skyrocketed due to the Iran war, reaching levels not seen since the Russian invasion of Ukraine in 2022. The national average price of a gallon of unleaded… Read More

State of the Market 2026: Investment Outlook for the First Half

Markets have delivered unusually strong returns in recent years, and the investment outlook for early 2026 still appears broadly supportive. However, beneath the surface we see concentration risks, elevated valuations,… Read More

Social Security: What You Need To Know

In July 2024, Brandon Oliver of Arcwood Financial LLC. and David Riley of Strategy Financial Group created the following video to provide a high-level overview of Social Security benefits for… Read More

Smart College Savings Strategies: 529 Plans, Roth IRAs, and More

As of 2024, the average total annual cost of attendance (including tuition, fees, room, and board) is approximately $28,130 per year, or $112,520 for a four-year degree. This figure blends… Read More

Asset Allocation and Riskalyze Portfolio Analysis

When planning for your financial future, asset allocation is one of the most important decisions you can make. It’s not just about diversifying investments; it’s about building a portfolio that… Read More

Presidential Election Impacts on U.S. Market Performance

2024 has been a rollercoaster for financial markets, and many of you may have noticed increased volatility in your 401(k) accounts. Market ups and downs are expected, but the movements… Read More

Three Key Retirement Income Concepts

Effective retirement planning extends beyond diligent savings habits. An understanding of key retirement income concepts is crucial for anyone on their retirement savings journey. This article explores three important factors.… Read More