What It Really Means to Have a Financial Partner for Life
Discover how Nelson Murphy builds lifelong financial partnerships through trust, personal connection, and guidance at every life stage.
Market Update – August 2025
July brought continued gains for U.S. stocks, driven by strong corporate earnings and easing trade tensions. While international markets and bonds showed mixed results, economic data remained solid. With broad-based earnings growth and a healthy economic backdrop, investors entered August with cautious optimism despite ongoing geopolitical and policy uncertainties.
Guiding Clients Through Life’s Turning Points: How a Financial Partner Makes the Difference
Transitions aren’t always easy. Whether you’re navigating loss, divorce, or a sudden job change, these emotional moments call for steady guidance. That’s when having a trusted financial partner matters most. We help you focus on what you can control—like reallocating assets, updating insurance, or adjusting your goals—every step of the way.
Building Wealth in your 20s, 30s and 40s
Too often, people early in their careers assume they don’t make enough to plan ahead or think they’ll “figure it out later.” But time is your biggest advantage. The earlier you start, the more your money can grow through the power of compounding.
Quarterly Market Update – Q2 2025
Markets wrapped up June on a strong note, extending the rally that began in late spring. Investor sentiment was buoyed by robust corporate earnings, easing trade tensions, and encouraging economic data. Despite lingering geopolitical risks, the overall tone remained optimistic as fundamentals continued to support market gains.
2025 Midyear Outlook
The 2025 Midyear Outlook breaks down the key developments from the past six months, what may lie ahead for the economy and markets, and how investors can stay grounded amid ongoing volatility.
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.