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 – December 1st, 2025
Stocks moved higher during the shortened holiday week as economic data helped ease broader concerns. Inflation continued to present modestly, retail sales were steady, and weekly initial jobless claims remained historically stable, however consumer confidence softened.
Market Update – November 24th, 2025
Markets swung throughout the week as expectations for a potential December rate cut shifted, regaining some ground on Friday after dovish comments from the Federal Reserve, and the latest Leading Economic Index continued to signal a cooling economic backdrop.
Market Update – November 17th, 2025
Stocks drifted lower last week as stretched tech valuations, a choppy AI selloff, uncertainty around depreciation assumptions, and lingering fallout from the record shutdown weighed on sentiment, with Bitcoin also sliding into a bear market.
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.
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.