Insights
The latest from our team
As the largest Fee-Only financial advisor and wealth management firm in Fort Wayne and Northeast Indiana, our team of experts always have a lot of insights, guidance, announcements and observations to share. The best places to stay up to date with everything going on at Galecki are here on our Insights page and our quarterly newsletter, which you can sign up for and browse recent editions of here.
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Who We Are & How We Help
By the Galecki Financial Management Team What comes to mind when you think about your personal finances? Do the words stress, worry, confusion, and overwhelm ring true? If so, you aren’t alone. A recent survey found that as much as 52% of adults in the U.S. attribute...
Financial Sense: Q3 2023 Newsletter
As we turn toward the second half of 2023, our team breaks down what you need to know about the financial markets through Q2.
Don’t “Fake It ‘Til You Make It”
In the 2023 edition of Business Women of Northeast Indiana, Senior Financial Planner and Owner / Principal Melanie Colwell shared her advice on ways in which female professionals can overcome “Imposter Syndrome.”
Key updates to contribution limits and other tax items for 2023
With the 2022 tax season coming to a close, we always like to take this opportunity to highlight any new contribution limits for a variety of retirement and other investment accounts that may be taking effect in the new tax year.
Financial Sense: Q2 2023 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 concern in Washington,...
What happened with Silicon Valley Bank?
On March 10th, Silicon Valley Bank (SVB) was placed under the control of the Federal Deposit Insurance Corporation (FDIC). Like many, you’ve probably seen the panic-inducing headlines highlighting the collapse of the 16th largest bank in the US. What actually happened? And what unique characteristics of SVB played an important role in its collapse?
Summarizing the SECURE Act 2.0
The newly passed SECURE Act 2.0 brings with it a variety of changes to provisions across the retirement landscape. We help you understand some of the most important and relevant ones.
Q1 Newsletter Highlights + Insights
In our first quarterly newsletter of 2023, we break down how historically, uniquely challenging the market was in 2022 – and we detail how our team is approaching the market in the new year.
Financial Sense: Q1 2023 Newsletter
Index Returns Prior to 2022, there have only been two years (1931 and 1969) in which stocks and bonds were both down in the same year. To say this occurrence is uncommon would be a big understatement. In fact, there were zero years in which both were down more than...
Maximizing your retirement contributions
With the end of the year approaching, it’s a great time to ensure you are on track to maximize your retirement contributions. Here’s an overview of the contribution limits for 2022.