Fence Financial LLC

10/15/2026

Year-end can be a good time to revisit your investment strategy and make sure it still aligns with your goals, timeline, and priorities. Explore a few year-end investment considerations in the article below!

Consider the following investment tips as the year comes to an end.

10/14/2026

Each week, the LPL Financial Research team compiles insights on market news. Read the latest updates: https://www.fencefinancial.com/weekly-market-commentary

10/12/2026

Wishing our clients, families, and community a thoughtful Columbus Day and Indigenous Peoples’ Day.

10/08/2026

Retirement tax planning often involves balancing today's decisions with tomorrow's unknowns. Understanding the tax implications of different retirement accounts may help you make more informed choices over time. Read the article below to learn more!

Smart retirement-savings strategies can save a lot of taxes, if you can take advantage of them.

10/05/2026

Year-end is an opportunity to revisit your priorities, from retirement income to family and legacy goals. Explore our financial services and reach out to our team today!

https://www.fencefinancial.com/

10/01/2026

Looking for ways to be more intentional about taxes? Understanding your options and reviewing them before year-end may help support your broader financial strategy. Read the article below to learn more!

By keeping a watchful eye on your income and planning carefully,you may be able to reduce the amount of federal income taxes that you owe andeven move to a lower tax bracket. For example, you might postpone some earnedincome or a bonus to another year, or transfer income to a family member.

09/29/2026

As the seasons change, your financial checklist may deserve an update too.

Learn more about tax-loss harvesting, Roth conversion considerations, charitable giving strategies, and other year-end planning topics in our blog.

https://www.fencefinancial.com/blogs

09/24/2026

When it comes to family wealth, money is only part of the equation. This article explores why family governance, education, and communication can play an important role in aiming to preserve a legacy over time.

Three experts agree family control, not money, is what risk analysis misses; they back an index scoring governance, learning, resources, and competitiveness.