by Kelli McLeod | Jul 30, 2025 | Blog
By The Galecki Financial Management Team Many American families have high hopes for their children heading off to college. As Fee-Only advisors, we’ve worked with several clients looking for ways to fund tuition and pay expenses. Education costs can accumulate in a...
by Kelli McLeod | Jul 17, 2025 | News, Quarterly Newsletter
Download Newsletter INDEX RETURNS Diversification is back! After years of dominance by U.S. Large cap stocks, 2025 has once again shown that other asset classes can provide growth in uncertain times. The S&P 500 had a great quarter advancing nearly 11% and is now...
by Kelli McLeod | Apr 17, 2025 | News, Quarterly Newsletter
Download Newsletter Index Returns As Ross Geller famously stated on Friends…”PIVOT! PIVOT!” What was up in 2024 is now down in 2025, and vice versa. The S&P 500 dropped by 5.63% in the quarter, powered by major drops in the Magnificent 7 stocks. The...
by Kelli McLeod | Apr 17, 2023 | Quarterly Newsletter
Download Newsletter Index Returns You have heard the saying that “Stocks climb a wall of worry”. That has certainly been the case so far in the first quarter of 2023. With the Federal Reserve still raising rates, the continuing Russia-Ukraine war, the debt-ceiling...
