Posts by Sound Planning Group Team
May Inflation Update
We hope this stickier month of inflation data from April is more of an outlier and less of a trend, and we are hopeful inflation comes down as the lagging effects of higher interest rates ripple throughout the economy. If inflation does not calm down as quickly as we, the Fed, and many other market participants hope, we will monitor data closely and manage portfolios appropriately.
Read MoreA Brief Commentary on Q1 2023
Author: Joe Maas, CIO, SPG Advisors, LLC QUARTERLY COMMENTARY Q1 of 2023 brought positive returns in both the S&P 500 (+7.03%) and the Nasdaq Composite (+16.77%), with a muted Dow…
Read MoreSVB Failure – March 2023
We’re sure you’ve heard of the concern of banks defaulting. Here’s a a quick recap of what happened the week of March 10th: Last week, regulators seized Silicon Valley Bank…
Read MoreFebruary 2023 – Manager’s Thoughts
Author: Joe Maas, Chief Investment Officer, SPG Advisors LLC Financial Markets Investors ended the last full week of February concerned over a likely more sustained period of quantitative tightening, as…
Read MoreFebruary 2023 – Inflation Update
Dated February 24th, 2023 Author: Joe Maas, Chief Investment Officer, SPG Advisors LLC February Inflation Update CPI Components Before diving deeper into what the Consumer Price Index means beyond an…
Read MoreHow Interest Rate Increases May Affect Your Retirement Savings
Bonds are generally considered a “safer” alternative to the volatile stock market but with the Fed increasing interest rates, it presents challenges to retirees who are looking for long term investments to protect and grow their capital.
Read MoreTax Forward Planning for Your Retirement Investments
When you’re planning (and budgeting) for retirement, it’s important to consider how much you’ll pay annually in taxes to ensure you don’t outlive your savings. You can pay different amounts of taxes depending on the types of retirement savings accounts you withdraw from.
Read MoreMonthly Market Report
Posted December 6, 2022 November 2022’s Market Highlights Domestic markets improved at month-end but were still underwater year-to-date. The 10-year Treasury yield curve declined -34 basis points, gold increased to…
Read MoreDespite continued market and geopolitical volatility, there is still a good case that the U.S. equity markets make up ground in the second half of the year.
Posted July 8, 2022 Q2 2022 continued to experience the effects of supply chain constraints, the tapering of Covid while ushering in peak inflation, course correction by the Federal Reserve’s…
Read MoreSupplier Prices Remain at Record High Levels
Posted May 19, 2022 On Thursday of this week, the U.S. Labor Department reported the Producer Price Index increased 11% in April from 1-year prior. The Producer Price Index is…
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