Weathering the Storm: How We Help Clients Stay Grounded in a Volatile Market

Over the past several weeks, markets have experienced renewed volatility—driven in part by policy uncertainty and shifting trade dynamics. Tony Daniel, CFP®, CPFA© discusses how Nelson Murphy plans for the turbulence.

Market Update – April 2025

Recent tariff announcements have caused significant market volatility, this article provides an in-depth look at the recent policy changes, their potential effects on inflation and growth, and what investors can do to navigate these uncertain times.

Market Update – March 2025

February was a challenging month for U.S. markets, as stocks sold off at the end of the month due to rising growth and geopolitical concerns.

Should You Consolidate Your Retirement Accounts

If you’re like most people, you’ve saved for retirement in multiple ways, including employer plans and individual retirement accounts (IRAs). As you approach retirement, it may make sense to consolidate all of your savings into one account to achieve a coordinated investment plan.

If You Fail To Plan, You Plan To Fail

Designing a financial plan combines being intentional with your money and identifying both what your financial goals are and how you are going to reach them.

How to Choose a Financial Advisor

How to choose a trusted advisor is a question we hear more today than in the past.  The following should help you make a better choice.