Mark P McCormack, CFP, CLU

Our first was a Puppy Birthday Party this past weekend. Looks like a good time was had by all!

Retirement income decisions can feel high-stakes, especially when savings have to do the heavy lifting.

The strategy behind how you withdraw matters just as much as how much you've saved, and the details (withdrawal rate, portfolio mix, inflation adjustments, market timing) can make a significant difference in how long your assets last.

Here's what to know before you start taking distributions:https://archstonefinancial.net/resource-center/retirement/systematic-withdrawals-in-retirement?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

Would you like to be a part of our this summer?

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:

May 2026 Monthly Recap U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

Happy work anniversary to one of our Financial Advisors, Christopher!

We appreciate your commitment to providing professional guidance to our clients.

Happy work anniversary to our Business Development Officer, Edward!

Thank you for your continued dedication to our team. 👏

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

If you’re building a portfolio, the vehicle matters, not just the investment itself.

Mutual funds and ETFs come with different features that can affect how you buy, hold, and rebalance.

Before you commit to one, it’s worth understanding the trade-offs.

Read the guide here: https://archstonefinancial.net/resource-center/investment/mutual-funds-vs-etfs?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

Education spending can add up fast: books, fees, housing, and more.

A 529 may help with some of those costs, but not everything automatically qualifies.

Knowing the difference can help you use the account as intended and stay on track.

See what’s eligible in our article here: https://archstonefinancial.net/resource-center/money/what-can-you-buy-with-529-distributions?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

In retirement, should you keep your mortgage or pay off your home?

Keeping a mortgage can preserve liquidity, but paying it off can reduce fixed expenses.
Either way, it's a decision worth thinking through before you make a big move.

Learn more and get insights from our article on mortgages in retirement here: https://archstonefinancial.net/resource-center/money/mortgages-in-retirement?utm_source=SA&utm_medium=Social&utm_campaign=SAAS