January 14, 2025
Another strong year for stocks created important planning conversations for families, business owners, and investors.
As always, long-term planning, disciplined allocation, and thoughtful risk management remain central to our work.
August 5, 2026
The second half of 2026 began with investors facing no shortage of uncertainty, yet the S&P 500 entered August near all-time highs, and prospects for further gains remain favorable based on a resilient economy and solid corporate fundamentals.
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July 8, 2026
We at Wendell Charles Wealth Management are excited to announce that Thomas Muscarella, CFP® has joined our firm's Manhattan Beach, California office as a Wealth Manager.
Read MoreJuly 7, 2026
LPL Research presents Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks, a look at the policy forces, earnings strength, and positioning questions shaping the second half of the year.
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