Dear Clients and Friends, As late summer transitions toward autumn, macro news remains fast-paced. Between headline geopolitical events in the Middle East and seasonal market adjustments, maintaining perspective on your long-term wealth strategy is vital. In our latest blog series this month, we break down three key topics impacting today’s investment landscape: 1. Oil, Markets, and the Iran Conflict Unrest involving Iran continues to impact energy markets and corporate suppl

Bogle, Buffett, and Beyond: Finding the Right Path to Wealth Preservation Every successful long-term wealth strategy is rooted in a core philosophy. In the world of finance, investment frameworks often resemble religions: proponents of passive indexing insist that beating the market is a fool’s errand, while classic value investors argue that buying mispriced individual companies is the only true way to generate alpha. However, no single investment strategy holds a monopoly o

As summer draws to a close and September approaches, financial media often dials up talk of "seasonal headwinds" and market cycles. While seasonal stock market trends are never a guaranteed roadmap, understanding the historical rhythms of late summer and early autumn can help investors stay calm and clear-eyed. Understanding Late-Summer Market Rhythms The summer months often bring lower trading volume as market participants step away. As Wall Street returns to full strength h

Oil, Markets, and the Iran Conflict Geopolitical conflict inevitably brings uncertainty to global markets, and ongoing tensions in the Middle East—specifically involving Iran—are no exception. When news headlines focus on potential supply chain disruptions and volatile energy prices, investors naturally wonder how these macro events impact their personal financial portfolios and broader economic health. The Ripple Effect: Oil, Inflation, and Business Costs Energy remains the

For the last several years, families with significant assets have been staring down a financial cliff. The massive estate tax exemptions introduced back in 2017 were legally scheduled to sunset, threatening to cut the amount you could pass on to your heirs tax-free in half. The implementation of the One Big Beautiful Bill Act (OBBBA) completely changed the playing field. Not only did it stop the sunset from happening, but it officially made the expanded lifetime estate and gi

Between recent international headlines, fluctuating energy prices, and annualized inflation ticking back up past 4%, it’s completely natural if looking at your investment statements gives you a bit of anxiety. When the markets experience a sharp drop or the cost of living climbs, the most common human reaction is to want to do something. But in wealth management, emotional, reactive moves are often the most expensive mistakes you can make. Managing a portfolio through a high-

What the Rules Mean for Your Family's Wealth Strategy The U.S. government has officially rolled out the Trump Account program, a brand-new savings and investment vehicle designed specifically for minors. If you have young children or grandchildren, you've likely seen headlines about the government's $1,000 contribution for eligible children. Unsurprisingly, our office has been flooded with questions from parents and grandparents asking how these accounts work, who qualifies,

Dear Clients and Friends, As we pass the midpoint of the year and celebrate Independence Day, the concept of "freedom" is understandably top of mind. At TSN Wealth & Tax, we believe true financial freedom is very different from financial coercion. Financial coercion occurs when your business decisions are dictated by impending tax liabilities, inefficient cash flow structures, and the reactive stress of playing catch-up. True freedom, by contrast, means having absolute clarit

Dear Clients and Friends, At TSN Wealth & Tax, we believe financial planning is about far more than managing dollars and cents—it's about faithfully stewarding the resources we've been entrusted with. In a world filled with constant headlines and market distractions, our focus remains on helping families build intentional strategies that support long-term goals, create generational opportunities, and maximize tax efficiency. This month, we're highlighting three important topi

In today’s volatile market environment, effective wealth management requires more than reacting to headlines—it demands proactive financial planning, resilient investment strategies, and guidance aligned with your long-term goals and values.

This video features our President, Matt Teeple, who was highlighted during a Functional Finances sermon led by Lead Pastor Casey Scott. The message explores what the Bible teaches about money, stewardship, and investing, connecting biblical wisdom with practical financial principles.

From tax planning opportunities beyond April 15 to navigating market volatility and private credit headlines, this update highlights what matters now and how it may impact your financial plan—read on for our latest insights.

Markets remain unpredictable—from global tensions to last year’s surprising gains in International and Large Cap stocks—making diversification more important than ever. Our latest newsletter breaks down what investors should focus on now.

Matt Teeple and Matt Snyder take a deep dive into today’s economic landscape—breaking down key indicators that suggest the market is finally starting to “normalize.” They cover the Federal Reserve’s decision to maintain interest rates, the steady increase in the money supply, and the recent reduction in recession risk. Gain insight into what these shifts mean for investors and how TSN Wealth is positioning portfolios to navigate a more stable, balanced market environment. Bet

Matt Teeple and Matt Snyder break down the Magnificent 7—exploring their valuations, how they’ve evolved over time, and the ripple effects on the broader market. Plus, discover the tools TSN Wealth uses to diversify portfolios and add value for clients.

New Tax Law: 7 Big Changes You Should Know About

Press release— [BROWNSBURG, INDIANA, July 1, 2025] Teeple Snyder Newsome Wealth Management (TSN), a client-focused wealth management firm, is pleased to announce the asset acquisition of Bedrock Accounting and Tax Advisors, based in Zionsville, Indiana. This strategic move broadens TSN’s suite of services by adding tax and accounting expertise to its existing financial advisory offerings, benefiting both current and future clients. Founded in 2018, Bedrock Accounting and T

Welcome to our latest video! Today, we're diving into the complex world of tariffs and their impact on the global economy. Tariffs can shape trade relationships, influence prices, and affect consumers and businesses alike. We encourage you to listen closely as we share our insights and analysis on this important topic. Whether you're a seasoned expert or new to the subject, there’s something valuable for everyone. Join us as we explore the nuances of tariffs and what they mea

The start of a new year is a great opportunity to review what has happened over the prior year both personally and financially and set some expectations for the year ahead. Matt Teeple and Matt Snyder do just that by recapping how the financial markets performed in 2024 and providing data driven insights as to what may lie ahead in 2025. As for the saying, "Money can't buy happiness," listen in to discover a way to challenge that statement through generosity!