Norberg Wealth Management

06/23/2026

Despite market ups and downs, retirement contributions continue to trend upward. The latest figures underscore the importance of steady, long-term investing habits.

Retirement investors didn't let inflation or market volatility deter them from socking away a record average of 9.6% of their pay in the beginning of 2026. The average employer match was 4.8%, leading to a combined record 14.4% savings rate in 401(k) plans.

06/22/2026

Midyear is the perfect time for business owners to pause, reassess, and refocus. A financial check‑in can help you evaluate performance, manage cash flow, and keep your strategy aligned with your goals for the rest of the year.

Swipe through for our midyear financial review checklist to see where to focus now. Then take the next step.

👉 Read the full blog to dive deeper and access all the insights. https://www.norbergwealth.com/blog/is-your-portfolio-still-aligned-with-your-goals-midyear-review-essentials

06/19/2026

Juneteenth is a meaningful time to reflect, recognize, and pause. We hope you take the opportunity to slow down, recharge, and enjoy the long weekend.

In observance of the holiday, our office and the markets will be closed.

06/16/2026

As prices rise, the bigger picture is becoming clearer: inflation isn’t limited to one category, and the factors behind it run deeper than policy alone. Partnering with a financial professional can help navigate what comes next with greater confidence.

Below the surface, prices for core goods have risen spectacularly. Trump’s tariffs are only part of the story.

06/11/2026

Have you followed us on Instagram? Follow for a closer look at our team, thoughtful market updates, and insights from our Financial Prof YouTube Series—all designed to keep you informed. 💡

We’d be glad to have you join us!

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06/09/2026

Is your portfolio still aligned with your goals? 📊

The mid‑year mark is the perfect time to reassess your financial plan, rebalance your portfolio, and make sure your investments are working toward your long‑term objectives, not drifting away from them. From diversification to performance check‑ins, a quick review now can make a big difference later.

👉 Read the full blog for key insights and access your mid‑year checklist. https://www.norbergwealth.com/blog/is-your-portfolio-still-aligned-with-your-goals-midyear-review-essentials

06/03/2026

New month, fresh perspective. As we head into June, staying on top of market trends can help you make more confident decisions for the rest of the year. 💡

This week’s commentary breaks down what’s been happening—and what to keep an eye on next: https://www.norbergwealth.com/weekly-market-commentary

06/02/2026

Worried about outliving your savings? You’re not alone and it’s often not just about market returns.

Read the full blog below for 5 tips to help protect your retirement income. 👇

Planning for retirement requires accurately estimating spending needs and consulting a financial advisor. Diversifying retirement savings into safer assets can protect against market downturns. Tracking expenses and adjusting spending during retirement are crucial to avoid depleting savings.

05/31/2026

Sunday afternoon? Check.Fresh cup of coffee? Check. Comfy chair? Check.

Let's do this.

If you haven't yet read Pope Leo's recent encyclical, Magnifica Humanitas, I would challenge you to ignore the punditry, print it out (yes, all 52 pages) and actually read it. Doubtless your occupation, like mine, is touched, if not permeated, by AI, and this document lays out a foundational approach to utilizing it for good while still respecting our shared human nature.

It might just be the defining publication of the year, if not the era.

05/28/2026

Retirement readiness isn’t just about savings, it’s about how all the pieces fit together. Thoughtful coordination can make a meaningful difference.

If you're looking for more information on your retirement readiness, explore our most recent blog👉 https://www.norbergwealth.com/blog/how-to-get-your-finances-retirementready-6-wealth-planning-strategies