Weller Financial Group

08/11/2026

A sell-off in July hit the tech-heavy Nasdaq the hardest, but corporate earnings continued to exceed analyst expectations:
https://bit.ly/3UajKpj

07/13/2026

The S&P 500 rose 1.2% this week as tech and AI stocks continued to lead markets. Despite higher oil prices and Treasury yields, investors remain focused on strong earnings, innovation, and the broader economic outlook.
https://conta.cc/4aOLiGm

07/07/2026

Markets rallied as easing geopolitical tensions and lower oil prices boosted investor confidence, helping drive one of the strongest quarters in recent years. Read more in our latest market update. https://bit.ly/4ayLlGk

07/06/2026

Stocks reached new highs, oil prices continued to decline, and rate-cut expectations increased following a weaker jobs report. Get the latest market insights in this week’s newsletter. https://conta.cc/4vfhB8U

06/22/2026

Markets reopened today after the Juneteenth holiday, with steady momentum last week. The S&P 500 rose 0.9%, while Treasury yields and oil prices declined, and volatility eased. https://conta.cc/4xJ0Sgs

06/15/2026

Markets bounced back this week despite inflation concerns and geopolitical tensions. The S&P 500, Nasdaq, and Dow all finished higher, supported by easing oil prices and hopes for diplomatic progress in the Middle East. https://conta.cc/4xqEk49

06/08/2026

May proved to be another strong month for investors as impressive earnings reports from corporate America helped support markets despite the many headwinds consumers and the economy are facing. https://wellergroupllc.com/monthly-market-updates

Stay current with monthly market updates from Commonwealth Financial Network®.

06/08/2026

Markets pulled back last week as strong economic data shook rate cut expectations. All eyes now turn to upcoming inflation data this week. https://conta.cc/4xvCSgW

05/22/2026

Losing a loved one is hard enough. A clear financial checklist can help reduce added stress during an already difficult time.

🔹Check on benefits: Notify Social Security, Medicare, the VA, or other agencies to confirm whether survivor benefits may be available.
🔹Protect their identity: Contact credit bureaus and close or memorialize accounts to help reduce the risk of fraud.
🔹Handle legal steps: Gather estate documents, file the will if required, and work with trusted professionals on probate, taxes, and debts.

Read the full 11-step checklist for handling finances after a loss:
https://bit.ly/3RAa9XC

Even though the death of a loved one comes with intense grief, there are important tasks to carry out as soon as you’re able.

05/21/2026

One hospitalization can put major pressure on a family’s savings, especially when aging parents don’t have the right health coverage. Before choosing a policy, here are a few details to check:

🔹Access: Some rules now make it easier for seniors to apply, but premiums, exclusions, and conditions can still vary.
🔹Fine print: Waiting periods, co-pays, and limits on hospital room coverage may leave families paying more than expected.
🔹Claims: Advertised claim numbers don’t always show how policies perform for older adults specifically.

Source: https://bit.ly/4drUvor

You are sitting outside the operation theatre. One of your parents has just had a heart attack and needs open-heart surgery. The other is diabetic. Both are over 60. Neither has health insurance. One hospitalisation is all it takes to wipe out years of savings and disrupt every plan your family has....