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January 6, 2026
One Wealth, a National Registered Investment Advisor (RIA) and Financial Planning Firm, is excited to share the expansion of its team. Over the past year, we have continued to thoughtfully and strategically grow our team in support of our clients and our long-term vision. Building on several key hires made last year, we are pleased to announce additional team members joining us in 2026, further strengthening our capabilities across operations, client experience, investment analysis, trading, and strategic execution. In mid-2025, we were excited to welcome Nadine Makarem as Operations & Service Associate and Olivia Sherwood as Client Experience and Marketing […]
January 5, 2026
Stock Market U.S. stocks delivered another banner year in 2025, supported by resilient corporate earnings, continued enthusiasm around AI, and growing optimism that the Federal Reserve could begin cutting interest rates. In fact, the U.S. stock market just achieved something remarkably rare: three consecutive years of double-digit gains – an outcome that has occurred only six times since the 1940s. For the year, the market’s three major indices performed as follows: S&P 500: +16.39% (following gains of 23% in 2024 and 24% in 2023) Dow Jones Industrial Average: +12.97% Nasdaq Composite: +20.36% Historically, a three-peat of double-digit annual gains […]
January 2, 2026
It’s amazing what happens when you visualize where you want to be, commit to it – and then go public with it! For many years, I have not been all that clear. The results, while not horrible, have been less that what they could have been – what they should have been. Until now. It took me really looking in the mirror and (a little help from my coach) to realize that. There is nothing worse than wasted potential, not being all that you can be. We all get that choice. Mine is simple: believe it, say it, and do […]
December 26, 2025
Forgiveness. It’s so difficult for most people – and yet so important for all of us. Holding on to those negative feelings and thoughts simply eats you up. It creates self-defeating behavior that is very difficult to get past. I never forgave my father for how he was involved (or lack thereof) in the lives of my sister and me. Then, in 2013, he died. My sister had taken on the brunt of his care, doing all for him that he needed, being available when the assisted living facility called. While I simply worked. I stayed away, did the minimum. […]
December 19, 2025
This week, I had the pleasure of bringing some great people together: clients, friends, colleagues. It seems that so often people are afraid of sharing their relationships. Whether it’s been in business or personally, in my experience, many don’t like to share. There’s that fear that a relationship may prefer one person over another, that fear of what they will say when I am not around. I have always believed that if one person gets better, then we all get better. We all do better by being together. Now, this does not mean that we all need to agree on […]
December 12, 2025
What is it about a simple thank you that makes people feel so good – that warm feeling inside that you get when you feel appreciated? I had a meeting with a client and friend this week who was having a difficult time: Life. Business. Family. Just all around difficult. We sat and talked for a while. He asked my opinion on several things. I gave him my view. It was a difficult discussion, but a good one. As we were leaving, he looked at me, gave me a hug, and said, “Thanks, Jeremy. Thanks for listening and always giving […]
December 5, 2025
Many years ago, Prince Charles, while traveling in Australia, was shot at by a man in the crowd. On January 26, 1994, he was attending Australia Day celebrations in Sydney when a man suddenly raised a starter pistol and fired two blank shots directly in the Prince’s direction. The assailant was a 24-year-old university student protesting the treatment of asylum seekers in Australia. Though the gun only fired blanks, no one in the crowd – or in Charles’ security detail – initially knew that. For those few seconds, it appeared to be an assassination attempt. But what stood out in that frozen moment was Prince […]
December 2, 2025
Stock Market Equities finished November mixed, with major indices showing only modest movement amid a volatile month. For the month, the market’s three major indices performed as follows: S&P 500: +0.1% The Dow: +0.32% Nasdaq: –1.5% The month began with a notable pullback—particularly in the Nasdaq—but a strong late-month rebound helped recover a large portion of those early losses. Despite the rally, the Nasdaq still declined nearly 2% for the month, ending its seven-month winning streak. Concerns over elevated tech valuations weighed on risk appetite, contributing to the underperformance. In contrast, both the S&P 500 and the Dow posted slight gains, extending their own winning […]
November 28, 2025
Growing up, I don’t remember being heard much or even feeling loved. Now, make no bones about it, today, as an adult, I know I was. My family just struggled to share that. However, the lack of feeling loved and wanted is still within me, all these years later. Not having those feelings or memories has affected me as a man. The pros are that I am able to focus under pressure for long periods of time – courage under fire. The cons are that I struggle to find happiness in most things. More money. Eh. More free time. Eh. […]
November 21, 2025
The greatest day of my life was the day my daughter was born. I actually created a person! But I was also intent on making sure she would not be like me. She was not going to have my struggles, my pain. Instead, when she was born, she was perfect. But as time has passed and she is older, the thing is, she is a lot like me. The difference is now I get to help mold her and help her be the best at whatever she tries and wants to be. At 12 years of age, she has her […]