Financial Pulse – January 2026
In this month’s Financial Pulse, Drew and Mike discuss:
- Year-end market strength: and why “next year predictions” are just that: predictions
- Post-rally check-in: reassess risk tolerance and when you’ll actually need to use these dollars
- New Year money resolutions: define your family’s Money Values and how they’ll guide decisions in 2026
- “I keep meaning to…” list: quick wins like a credit freeze, consolidating idle accounts, and evaluating whether a HELOC still fits