Blog - AegleWealth

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Are You on Track Financially? Ten Questions to Assess Your Financial Plan

“Am I on track to reach my goals?” is a question financial planners field frequently—often during moments of transition, reflection, or uncertainty. It’s an important question, and one that rarely has a simple yes-or-no answer. Progress isn’t always linear, and being “on track” can mean different things depending on your life stage, priorities, and definition […]

Q4 2025 Commentary: What Really Drove Markets

Q4 2025 Commentary: What Really Drove Markets

The third quarter of 2025 delivered robust equity and bond returns, alongside key shifts in Fed policy, GDP growth, and labor market revisions. U.S. and global markets gained momentum as AI spending surged and the Federal Reserve began easing rates. Still, questions remain about inflation, job growth, and long-term valuations. Explore the data and what it means for diversified portfolios.

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A Timeless Question, Revisited

Two years ago, in my blog post, “Wealth, Well-being and Enough,” I wrote about one of the most essential, and deceptively simple, questions in personal finance: What is enough? At the time, the world was shifting, our communities were finding their footing again, and many of us were redefining what truly mattered. As I look […]

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In Thanksgiving: Gratitude, Giving, and the Wealth of Community

This month, I’ve made a gift to The Chattanooga Area Food Bank for several meaningful reasons. I feel especially fortunate to do work I love and enjoy the fruits of business growth. I’m grateful to have passed through my five-year-in-operation milestone. In gratitude for the support of clients, friends, and my family, it feels natural to “pay […]

Reflections on Q3 2025: Economic Growth with a Twist

Reflections on Q3-2025: Economic Growth with a Twist

The third quarter of 2025 delivered robust equity and bond returns, alongside key shifts in Fed policy, GDP growth, and labor market revisions. U.S. and global markets gained momentum as AI spending surged and the Federal Reserve began easing rates. Still, questions remain about inflation, job growth, and long-term valuations. Explore the data and what it means for diversified portfolios.

Birthday cake

Thank You for Five Years

The end of summer was a blur as the youngest Crowe packed her bags and headed to college in Miami. People ask me how it feels to have an empty nest (it makes me feel old). The blend of feelings ranges from missing the small children who left random items like artwork, pencils, erasers, school […]

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Wealth, Well-being, and the Let Them Theory

I had a friend recommend a book to me within the last few months. At the time, I nodded, thinking it was probably something I would enjoy reading, but mentally I “added it to the list” of things I should get around to, eventually. Then, a few weeks ago, I ran into her at Publix, […]

Reflections on Q2 2025 - A quarter of Surprises – & Strength

Reflections on Q2-2025: A Quarter of Surprises—and Strength

As we look back at Q1-2025, Tariffs, trade wars, and global diversification are all in the mix. In our Q1 commentary, we talk about all of these.

Overhead view of turbulent waters

Trade and Turbulence: What a Weaker Dollar Means for You

Is anyone else exhausted by the 24/7 financial news cycle? With the firehose of information literally streaming at us from any online app we choose, it’s very human to get lost in the deluge and/or respond by shutting down from the onslaught. Tariffs and trade wars are dominating headlines and with good reason. The duration […]

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Volatility and Buckets

The Challenge and Opportunity of Volatility If you’re a younger investor, volatility can actually work in your favor. Of course, if it leads to a layoff or income disruption, that’s a significant life event and shouldn’t be downplayed. But as long as your income remains steady, market volatility offers a chance to dollar-cost average into […]

Reflections on Q1 2025 - Tariffs, Trade Wars, & Global Diversification

Reflections on Q1-2025: Tariffs, Trade Wars, and Global Diversification

As we look back at Q1-2025, Tariffs, trade wars, and global diversification are all in the mix. In our Q1 commentary, we talk about all of these.

Woman watching a foggy sunrise

Uncertainty Tests Well-being

Did you know it was the Greek philosopher Heraclitus (535 – 475 B.C.E.) who is attributed with “the only constant is change”? As the new administration takes power, effects policy changes and pauses (or reverses) at will or in some instances, by court order, we can all say that this adage is true now more […]

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Diversity and Diversification: A Winning Strategy in Leadership & Finance

This month is Black History Month. Following close on its heels is Women’s History Month in March. As I started thinking about the significance of these two month-long celebrations, a question came to mind. Are there similarities between diversification and diversity? I’ve spent many decades in finance, and most of my career has been in male-dominated settings. Being […]

Reflections on Q4 2024 - Economic Soft Landings & Stock Market Highs

Q4 2024 in Focus: Economic Soft Landings and Stock Market Highs

Well, 2024 is in the books and what a year it was. It was full of political and economic events, many of which were unexpected, just like every other year.

Hot tea with honey surrounded by oranges and pinecones on a rustic wood table

The Gift of Being Present

This holiday, I’m wishing for the gift of being present. With the hustle and bustle of holiday preparations, travel plans, or plans to host out-of-town friends and family, few times of the year feel quite so rushed. We are rushing while aspiring to feel and share good cheer. We’re bombarded with information in this 24/7 media cycle. […]

Acorn laying on the grass and fall leaves

Reflection & Action: Be The Change

When the world feels illogical and inexplicable, be the change. When it feels you may be entering a storm, be the change. When you’re not sure anyone else shares your values, be the change. When you’re not sure of your impact, be the change. When you feel less hopeful, be the change. In your family […]

Reflections on Q3 2024 - Market Resilience & the Evolving Economic Outlook

Q3 2024 Market Commentary

With decreasing inflation but a slowing labor market, the Fed eased monetary policy by cutting the Fed Funds rate by 50 bps

Market Resilience and the Evolving Economic Outlook

With decreasing inflation but a slowing labor market, the Fed eased monetary policy by cutting the Fed Funds rate by 50 bps

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Financial Strategies for Women: Navigating Transitions

This month, AegleWealth supports The Women’s Fund of Greater Chattanooga at their annual Voices event as well as a women’s Leadership Elevation Summit hosted in Dalton, Georgia by The Pink Robe Society. This prompted me to focus this month’s blog on challenges and financial considerations faced by many of us, but especially by women. Women often feel there is never […]

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Eight Signs of Financial Health

Financial health can look very different across the broad spectrum of human experience. Whether you are single, in a partnership, fresh out of college or in retirement, living in a major city, or enjoying a less-urban lifestyle, you can achieve financial well-being that fits and aligns with your goals. Despite the wide variety of expressions […]