Explore our Blogs and Market Updates
Stay in the know with our timely blog content covering everything from finding the right wealth manager to important IRS tax updates! Our Weekly and Monthly Market updates will keep you up to date on economic market trends.
Recent Market Updates
Weekly Market Update – April 11, 2025
Quick Takes The S&P 500 Index jumped +5.7% in its best weekly gain since November 2023, rebounding from its worst week...
Monthly Market Update – March 2025
Key Takeaways POLICY UNCERTAINTY REMAINS PERVASIVE The U.S. economy's foundation remains strong, but policy uncertainty,...
Weekly Market Update – April 4, 2025
Quick Takes The announcement of unexpectedly high tariffs led to a historic two-day decline in the S&P 500, marking...
Additional Content
What the Latest Tariffs Could Mean for Investors
If you’ve seen the headlines about new U.S. tariffs and global trade tensions, you’re not alone in wondering what it means...
The Estate Planning Process Made Simple
When it comes to estate planning, the process can feel overwhelming. There are legal documents to draft, financial...
The Essential Estate Planning Documents You Need to Know
Estate planning isn't just about passing down assets; it's about making sure your wishes are honored and your loved ones...
Tariffs Explained
Tariffs—the taxes countries impose on imported goods—are without a doubt a hot-button issue. Some might say it's a nuclear...
Peek Behind The Curtain
As we kick off 2024, it’s likely going to be another interesting year - elections, geopolitical issues, and investment...
Decoding IRS Changes: Form 1099-K
The Internal Revenue Service (IRS) has tweaked the rules for Form 1099-K, and here’s the scoop! This adjustment comes after...
Understanding Required Minimum Distributions (RMDs)
As you prepare for retirement, you may be wondering about the many financial decisions that come with this new stage of...
Trusts and Retirement Planning: Understanding Revocable vs Irrevocable Trusts
Trusts are a crucial estate planning tool that can help individuals protect and manage their assets during their lifetime...
Silicon Valley Bank Insolvency: What You Should Know
The recent news about the insolvency of Silicon Valley Bank (SVB) has sparked concerns and questions among investors and...
Maximizing Your Investment Returns: Understanding Tax-Loss Harvesting
Investing can be a great way to grow your wealth, but it can also come with tax liabilities. Fortunately, there are...
How to Make the Most Out of your Thrift Savings Plan
The Thrift Savings Plan (TSP) is an amazing opportunity for federal employees and uniformed service members to build a...
Money Market vs CD vs Savings Accounts: What Are The Best Cash Investment Options?
Are you looking to invest your cash but don't know where to start? Have you been trying to decide whether to invest in...
Ready to get started?
Our firm has been helping families and individuals take control of their financial future for over 15 years.
Fill out the form below and one of our wealth managers will reach out to you and answer any questions you might have.
By submitting this form you consent to receive emails, phone calls, and text messaging communication(s) from The Retirement Planning Group at the email and number above. Your consent is not a condition of any purchase or obligation. Message and data rates may apply. Message frequency may vary. You are also acknowledging our Privacy Notice and Privacy Policy.