Equanimity WM

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[Equanimity WM @Equanimity_WM]

Seasonal trends, cooling inflation, and a potential rate cut are shaping expectations for December.

See what the data shows in our Market Commentary.
https://t.co/AYbeoncEHX

[Equanimity WM @Equanimity_WM]

High-income year? Your tax bill may climb. Here’s how charitable giving can help reduce the impact and support causes you care about https://t.co/fEnE5owM9b

[Equanimity WM @Equanimity_WM]

After a modest pullback and a surge of pessimism, the S&P 500 finished November flat—near all-time highs. From improving economic data to broad-based earnings strength, there’s a lot for investors to be thankful for as we head into December. https://t.co/sDY5KwuQyx

[Equanimity WM @Equanimity_WM]

Markets eased last week as volatility picked up around private credit, crypto weakness, tech selling, and questions about the Fed’s next move.

This week’s commentary breaks down what happened and early thoughts heading into 2026.
Read more
https://t.co/JC82JTLsM1

[Equanimity WM @Equanimity_WM]

Some retirement contributions cut your taxes — others don’t. Knowing the difference can shape your strategy. Here’s what to know before your next deposit https://t.co/sEukeoAR7k

[Equanimity WM @Equanimity_WM]

Financial progress is influenced by behavior, planning, and tax decisions. This 20-question quiz helps you look at those patterns and includes a clear guide to understanding your score. https://t.co/NuokCtlCRk

[Equanimity WM @Equanimity_WM]

Markets were choppy last week, yet several core indicators remain stable. This week’s Market Commentary breaks down the rise in pessimism, ongoing earnings resilience, and how global growth trends are influencing the broader outlook.

https://t.co/Sr0695D39J

[Equanimity WM @Equanimity_WM]

Giving back can be both meaningful and strategic.

This article breaks down how donor-advised funds and “bunching” donations can help make the most of your charitable giving
https://t.co/h0HDpsoCtJ

[Equanimity WM @Equanimity_WM]

Markets pulled back a bit last week, but that’s part of a healthy cycle.

Our latest commentary explains why the outlook for 2026 is still positive—supported by earnings, policy, and momentum.

Read here:
https://t.co/A236sk0F0h

[Equanimity WM @Equanimity_WM]

As a busy small business owner, you may not feel that working up an exit strategy needs to be a priority. But it should be. This article explains what makes a good succession plan and why it’s important to start planning now https://t.co/l3gnYc9oB2

[Equanimity WM @Equanimity_WM]

November is known for market strength—and this year’s pattern fits that history.
After six months of solid performance, our Market Commentary looks at what’s supporting confidence and where things may go from here
https://t.co/5qd0tl4awp

[Equanimity WM @Equanimity_WM]

In the wake of an up-and-down week for the market, let’s take a look at spectacular historical crashes during the month of October—including Black Monday. Also why is gold still surging? It’s all in our latest Market Commentary: https://t.co/KNbg9d10I5

[Equanimity WM @Equanimity_WM]

Over the next two decades, an estimated $124 trillion in wealth will transfer to the next generation. Will you be ready for it? Our step-by-step guide can help you prepare https://t.co/qhoEgZ9cca

[Equanimity WM @Equanimity_WM]

Many business owners don’t know the true market value of their business, and not knowing the real number can trip you up when it comes to planning for the future. This article explains why: https://t.co/yIeExoiYUA

[Equanimity WM @Equanimity_WM]

The market did respond to tariff talk. But Friday’s sell-off was on the heels of one of the best 6-month rallies ever. In this Market Commentary, we discuss the state of this bull mrkt and why we’re not worried about Friday’s volatility: https://t.co/4L5xvNh8aU

[Equanimity WM @Equanimity_WM]

The transition from employment to retirement can be complex. Check out our strategies to address the most common concerns for soon-to-be retirees: https://t.co/HunRs2J4Tp

[Equanimity WM @Equanimity_WM]

Selling a business involves many considerations. One of them is tax consequences. Our most recent blog post for small business owners covers this and 3 other unforeseen challenges you could face: https://t.co/yu5mN1uOMy

[Equanimity WM @Equanimity_WM]

Thinking about retiring soon? Make sure you’re prepared for the big transition by watching our What You Need to Do Leading Up to Retirement webinar, now available on-demand. https://t.co/wJNzgBMwzS

[Equanimity WM @Equanimity_WM]

As you plan for retirement, it’s important to work through your budget. One major cost that is often overlooked is healthcare. Check out the steps you can take to plan for these expenses: https://t.co/TjuGMmWtaN

[Equanimity WM @Equanimity_WM]

There’s quite a bit of “bubble” talk recently, and people have questions about whether the market is stretched too thin. The reality? It’s pretty hard to pinpoint a bubble in real time. We break it down in today’s Market Commentary: https://t.co/GWumF4Lvjh