Ready to start the new year strong? 💪 Angela Grannan, CFP®, shares 4 actionable financial planning steps to help you hit your goals in 2026. Read the full guide 👉 hubs.ly/Q03YwhvB0

From our families to yours—wishing you joy, peace, and cherished moments this holiday season! 🎄✨ Thank you for being part of our journey.

2025 taught us the power of focus and resilience. Now it’s time to reset and align with our financial goals for 2026. What’s one goal you’re committed to this year? #HappyNewYear #FinancialGoals #GrowthMindset

A new year means new possibilities. Writing down your goals makes you 42% more likely to reach them. Start with one financial goal for 2026 and build from there. The Lerner Group is here to guide your next step.hubs.li/Q03ZF7zS0

2025 closed with strong double-digit returns, led by international equities. As 2026 begins, all eyes are on the Fed: How many rate cuts could shape the year ahead, and where’s the value in today’s market? Tune in below to hear JR Gondeck' s insights. hubs.li/Q03ZW36d0

Goal setting isn’t just about numbers—it’s about bringing clarity, purpose, and aligning wealth with what matters most. Start the year with intention. Read more: hubs.li/Q03-GvkD0

“Last year was one of our strongest in navigating the markets. With the S&P 500 up 16%—driven largely by tech—the big question is: what’s next? Will momentum hold, or will new opportunities emerge, including abroad? Tune in: hubs.li/Q03_00GW0

“Life’s most persistent and urgent question is: What are you doing for others?” — Dr. Martin Luther King Jr. Today we honor his legacy and the reminder to lead with empathy, lift others up, and create lasting positive impact. #MLKDay

Markets kicked off earnings season strong, but Greenland uncertainty and new tariff threats on Europe sparked a sharp selloff. What should investors watch next? JR breaks down the risks and opportunities in this week’s Moving Markets recap. hubs.li/Q03_PbCY0

The Fed kept rates unchanged last week. Earnings were strong, but January’s market performance was uneven with rotation inside the tech sector. In this week’s recap, JR Gondeck highlights where he sees opportunity and the key indicators to watch. hubs.li/Q041D5Kp0

Huge congratulations to Megan Kowalski for earning a spot on the 2026 Forbes Top Women Wealth Advisors list! This recognition highlights her drive and the incredible impact she makes every day. Well done, Megan! hubs.ly/Q041S0DN0

Your money story began long before your first paycheck. Early lessons still shape your habits today. What’s one money belief from childhood you keep? #relationshipsandmoney #yourmoneystory

Join us in congratulating our newly promoted colleagues! 🎉Matt Taylor — Partner 🎉Jaimee Farrington — Wealth Advisor 🎉Matt Ward — Operations Manager 🎉Zachary Sherman — Paraplanner 🎉Devon Baker — Associate Wealth Advisor Here’s to their continued success!

Presidents’ Day isn’t just about history, it’s about the values that move us forward. At The Lerner Group, these same principles guide the way we help families make confident financial decisions, generation after generation. Wishing you a meaningful Presidents’ Day.

Happy Lunar New Year! This year, we welcome the Year of the Horse, a symbol of strength, vitality, independence, and forward momentum, setting the tone for bold progress and inspired action. Wishing you prosperity, clarity, and new opportunities in the year ahead!

February can feel heavy if you’re navigating life after divorce. While the world celebrates love, you might be juggling grief, relief, or uncertainty.. In her latest blog, Angela Grannan, shares steps to help regain financial clarity and confidence. hubs.li/Q042TyCb0

We saw volatility in the markets last week as fourth quarter GDP came in below expectations and the Supreme Court’s decision to overturn key tariffs added another layer of uncertainty. With February coming to a close, what should investors focus on now? hubs.li/Q044FVKN0

Women are natural investors. This Women’s History Month, we’re celebrating the financial strengths that have shaped families and legacies for generations. If you want support navigating your financial goals, our team is here to help. hubs.li/Q045Nfq60

Today, we join millions around the world in celebrating the strength, leadership, and achievements of women everywhere. Thank you for your vision, resilience, and leadership. #InternationalWomensDay #IWD2026 #TheLernerGroup #WomenInFinance #EmpowerHer #FinancialConfidence

The past week’s geopolitical developments have introduced new layers of uncertainty, influencing market sentiment and adding volatility across key sectors. Tune in below as JR Gondeck and David Sokolovsky review February’s market performance. hubs.li/Q046lybV0