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.
Market Update – February 9, 2026
Financial Markets Markets had a risk-off week as investors rotated out of technology and into…
Market Update – January 26th, 2026
Last week’s economic releases showed stable PCE inflation, continued growth in household spending, and a gradual decline in saving rates, while the Leading Economic Index and broader recession indicators shifted toward a more neutral stance.
Market Update – January 20th, 2025
Last week’s market action reflected a balance of cautious optimism and heightened risk awareness. Inflation data remained largely in line with expectations, showing continued progress in disinflation, while retail sales and housing data pointed to stable consumer demand and a quiet real estate market.
Year End Report: Q4 & 2025 Recap
2025 was a broadly positive year for financial markets, marked by resilient economic growth, strong corporate earnings, and moderating inflation. Equities rallied, led by technology, communication services, and industrials, while international markets, particularly in Latin America and Europe, outperformed.
Market Update – January 12th, 2025
This week’s economic releases highlighted a moderating yet resilient U.S. economy, supporting equity gains in the first full trading week of the new year.
Market Cycle Update – December 2025
December saw an improvement in market conditions, with our Tactical Market Cycle returning to a bullish posture as cooling inflation, a Fed rate cut, and resilient earnings supported risk-on assets.
U.S. Strike on Venezuela
If recent developments have prompted any reassessment of your risk tolerance, time horizon, or portfolio objectives, we encourage you to reach out to discuss your current positioning. We will continue to monitor developments closely and provide updates as conditions evolve.
Market Update – December 22nd, 2025
Indexes were mixed last week, as growth-tilted stocks rebounded following an early selloff driven by a rising unemployment rate but later supported by a tame CPI report. November jobs and October retail data painted a mixed economic picture, while Micron’s strong earnings boosted tech sentiment and helped lift the Nasdaq Composite.
Market Update – December 15th, 2025
Markets were mixed last week as weakness in large technology stocks weighed on broader indexes, while value-oriented sectors supported gains in the Dow.
Market Update – December 8th, 2025
Markets extended their recovery last week on growing optimism for a potential Federal Reserve rate cut, with the Nasdaq leading gains and the Dow and S&P 500 also advancing modestly. Economic data painted a mixed picture.
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
Subscribe To Our Newsletter
"*" indicates required fields
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.