Market Update – November 3rd, 2025
Markets ended October on a positive note, even as the government shutdown delayed key economic data releases. The Federal Reserve cut rates by 25 basis points and signaled the end of balance sheet tightening, while mixed reactions to mega-cap earnings highlighted growing tension between AI-driven growth opportunities and rising capital expenditures.
Market 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.
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.
Q3 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.
What 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.
Market 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.
Market 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.
Market Update – September 29, 2025
Markets slipped last week as investors weighed steady but rising inflation against signs of resilience in other parts of the economy. New home sales surged in August, while existing home sales posted only modest gains, underscoring a unique split in housing momentum.
Market Update: September 22nd, 2025
Markets made new highs last week after the Fed’s first rate cut in nine months, helped by strong retail sales and a tech-led rally.
Market Update: September 15th, 2025
Economic data this week painted a mixed picture, with inflation showing pockets of strength but remaining relatively tame. Despite soft employment and sentiment data, stocks advanced last week, largely driven by expectations for a Federal Reserve rate cut in the coming days.
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