client Resources
Helpful links, calculators, and posts.
Client Accounts
Helpful Links
Social Security Login
Internal Revenue Service
View refund status updates, make estimated quarterly payments, and research tax questions along with many other online services from the IRS.
Click Here
Edvest
BrokerCheck
Newsletters
Second Quarter 2025 Summary
Hopefully you have enjoyed your summer up to this point. I’m also hoping you’ve been able to avoid the daily news cycle; it’s been a bumpy ride. Markets around the world ended the quarter on a high note and we are on pace for a successful year. Unfortunately, without being able to avoid the frequent headlines, we’ve watched the S&P 500 set all-time highs, fall 19% in less than 50 days, and worldwide trade policy is front and center.
First Quarter 2025 Commentary
First Quarter 2025 Commentary The first quarter of 2025 has been noteworthy, and the past few weeks have been especially volatile. I started writing this summary, readjusted the original, and then rewrote it yet again. My apologies for this delay. Due to uncertain...
Market Commentary
Market Commentary | November 24th, 2025
This week’s economic data releases offered a broad update on labor-market momentum, inflation pressures, and business-sector activity, particularly important because several reports were delayed during the recent government shutdown.
Market Commentary | November 17th, 2025
This week’s economic data offered a multifaceted view of market sentiment as investors weighed inflation risks, interest rate expectations, and energy supply dynamics. With the Federal Reserve maintaining a cautious stance, attention turned to Treasury auctions and oil inventories for signals on how financial and commodity markets are responding to evolving macroeconomic conditions.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, HelmStead Wealth Management LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.
Tbrock@helmsteadmanagement.com
Office: 715-676-0171
Fax: 844-521-4891
Contact Me Today For Your Financial Future
Managing your investments is critical and an important piece to achieving success throughout retirement.
9383 Stadt Road | Marshfield, WI 54449