JANUARY 2026

W E L C O M E TO
What’s RELEVÉnt

2025 Market & Economic Recap: Progress Through Uncertainty

2025 was a year defined by transition and volatility, yet the final results reinforced a timeless investing lesson: patience and discipline outperform short-term reactions. While the year began under pressure, the markets ultimately demonstrated remarkable resilience, highlighting the historical importance of long-term discipline.   

New Year, New Opportunities: Planning Considerations for 2026

The start of a new year is a natural time to take a fresh look at your financial plan. As part of that, the IRS has released updated limits across retirement, savings, and estate planning. While these changes happen every year, recent tax legislation has introduced a few updates that are worth keeping on your radar.

Policy Update: Keeping Account Balances Current

We want to share a quick update to how account balances are maintained in Blueleaf. This is a change from our prior process, so we’d like to outline what’s new.

To ensure accurate billing and meet compliance requirements, all accounts in Blueleaf must be reviewed and updated at least every 90 days. This applies to both manually maintained accounts and accounts connected via a data feed.

CEO Corner

As we step into a new year, I want to pause and simply say thank you.

Thank you for trusting Relevé Financial Group with something so deeply personal—your financial life, your goals, your questions, and your hopes for the future. In 2025, we had the privilege of walking alongside you through important decisions, meaningful transitions, and intentional planning. We don’t take that trust lightly.

At Relevé Financial Group, we believe wealth is about more than numbers. It’s about clarity. Confidence. Alignment. And the freedom to live a life that reflects what matters most to you. Last year reminded me—again and again—that when financial decisions are grounded in values, the impact reaches far beyond a balance sheet.

As we look ahead to 2026, my hope for you is not just “more,” but better:

1. More clarity around what enough truly means for you

2. More confidence in the decisions you’re making

3. More alignment between your money and your life

The new year is not about perfection or quick resolutions. It’s about intention. Small, thoughtful choices made consistently over time. Our team remains committed to supporting you where you are and partnering with you as you navigate your next steps—at a pace that feels right for you.

On behalf of our entire Relevé team, thank you for being part of our community. We’re honored to continue this journey with you in the year ahead.

With gratitude,

Dawn

Founder & CEO, Relevé Financial Group

This information provides opinions and general information compiled by the Firm from sources believed to be reliable at the time of this material being distributed. All contained opinions and material relied upon may change or become outdated without notice. The Firm makes no representation or guarantee of the accuracy of the opinions or views expressed or information relied upon from third parties. This material is a general opinion regarding current markets, economy outlooks, and/or financial planning topics. Further, the opinions or views expressed in this material are not intended to be financial, legal or tax advice. Readers should always seek advice regarding their particular accounts and transactions from their financial advisor before making investment decisions.

All investments involve risk. Past results do not guarantee future performance. There is no guarantee that any investment will return a particular performance result or a better performance result over another investment option.

Sent by Relevé Financial Group
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