Our Newsletters & Insights
October 2026 Newsletter
This month's newsletter covers how markets performed throughout September, highlighting how investors are weighing equity opportunities against higher rates, geopoliticaly uncertainty, and increasingly attractive fixed-income opportunities. We also cover how there is really "no such thing" as average in the strock market, and share an exciting update about our future office in the center of Wallingford!
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September 2026 Newsletter
This month's newsletter takes a look at how strong corporate earnings have been driving market performance, while highlighting potential interest rate challenges on the horizon. We also discuss why investing is rarely easy, even when markets are performing well, and breakdown key differences between 529 Plans and Trump Accounts. We're also excited to share a special announcement regarding Olivia!
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August 2026 Newsletter
In our inaugural newsletter, we're excited to officially welcome Erin Roberts to the Williams Tax & Financial Services Team! This month's writeup also recaps July's market activity, which was supported by a market rotation to sectors outside of larger technology stocks. We also cover how rising oil prices may affect the economy and your investment portfolios, and explore why Roth conversions may be worth considering as part of year-end tax planning.
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