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: 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.
Market Update: September 8th, 2025
Financial Markets It was an important week for jobs data, with signs of continued softening…
Retirement Workbook: A Blueprint for Planning Your Retirement
This workbook is designed for individuals nearing retirement or already retired who want clarity, confidence, and control over their financial future.
Market Update: September 2, 2025
Equities touched record highs last week as economic data pointed to economic stability. Second-quarter GDP was revised higher, while July’s personal income and spending data showed healthy demand alongside an expected rise in PCE prices.
Market Update: August 25th, 2025
Stocks were choppy through midweek but surged Friday after Fed Chair Jerome Powell struck a dovish tone at the Jackson Hole Symposium, signaling that rate cuts could be approaching. Economic data painted a mixed picture, with leading indicators still pointing to slower growth while existing home sales showed improving supply conditions.
The Value of an Objective Opinion
Not all financial professionals operate the same way. Some are employees of financial institutions and may only recommend proprietary products. In contrast, independent financial advisors—like those at Sound Planning Group—work with a variety of financial solutions and are not bound to any one provider.
Market Update – August 18th, 2025
U.S. equities reached record highs early last week before pulling back, reflecting mixed economic signals. Retail sales rose 0.5% for the month of July and 3.9% year-over-year, while consumer sentiment weakened and inflation remained elevated.
Five Retirement Planning Missteps
This guide doesn’t promise overnight solutions. But it does help you ask the right questions—and that’s where confident retirement planning begins.
Market Update – August 11th, 2025
Markets rose for the week as investors looked past new tariff measures, buoyed by strong earnings reports and a stable economic backdrop. While trade tensions remain in focus, easing effective tariff pressures and a narrowing trade deficit helped support sentiment.
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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