Explore SPG’s Resource Center for trusted guidance on retirement planning, wealth management, Social Security, income strategies, and financial wellness. Our articles, tools, and educational insights help you make informed decisions and feel confident about your financial future.
Metals: Market Outlook
The metals sector has meaningfully outperformed the major equity indexes this year and has demonstrated resilience during periods of volatility, including April’s tariff-related selloff.
Understanding Required Minimum Distributions: What You Need to Know
Planning ahead can help ensure your retirement income strategy remains on track. Download Understanding Required Minimum Distributions today to gain valuable insights into how RMDs work — and how they fit into your broader financial picture.
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.
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.
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.
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.
More Resources
- Important Retirement Milestones
- Understanding Required Minimum Distributions: What You Need to Know
- The State of Retirement
- Preparing for Healthcare Costs in Retirement
- A Guidebook to Taxes in Retirement
- Plan With Confidence: Why Working With a Fiduciary Makes a Difference
- What the “One Big Beautiful Bill” Could Mean for Your Financial Plan
- Retirement Workbook: A Blueprint for Planning Your Retirement
Financial Resources for Retirees and Families in Washington
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