Archive for October 2025
Plan With Confidence: Why Working With SPG Makes a Difference
We believe retirement should be a time to enjoy what matters most. Our mission is to help you prepare for the years ahead with confidence and peace of mind. As a fiduciary financial services firm, we always act in your best interest—putting your goals, values, and well-being first.
Read MoreMarket Update – October 27, 2025
Equity markets rallied last week, with indexes reaching new highs as investors reacted positively to contained inflation data and growing expectations for additional rate cuts.
Read MoreQ3 Bulls and Bears
Every quarter, our team analyzes a list of qualitative and quantitative factors of the economy, as we assess what part of the cycle, we find ourselves in. This process allows us to adopt longer-term views on the economy and markets.
Read MoreWhat the “One Big Beautiful Bill” Could Mean for Your Financial Plan
Trump signed into law the One Big Beautiful Bill Act (OBBBA)—a sweeping piece of tax legislation that permanently extends many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) while introducing several new tax rules.
Read MoreMarket Update – October 20, 2025
Markets ended the week higher despite Federal shutdown uncertainty, mid-week volatility, and renewed credit-risk headlines. A late-week rebound in risk appetite reflected improved trade sentiment, resilient early earnings, and expectations of policy easing into year-end.
Read MoreMarket Update – October 13, 2025
Markets ended the week lower amid limited economic data and heightened sensitivity to headline risk. A sharp Friday sell-off, driven by renewed U.S.–China trade tensions, underscored the market’s fragility.
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