Agility Financial Group

Retirees with annuities have reported higher well-being than those with defined contribution plans. Let’s talk about how reliable guaranteed income can take the stress out of retirement.

Annuity Owners Value the Benefits of Lifetime Income | BlackRock Discover why annuity owners value lifetime income for financial security, peace of mind, and protection against market volatility and inflation.

U.S. markets moved higher last week as an AI-driven technology rally and lower oil prices outweighed a midweek bond selloff. The S&P 500 gained 1.2%, while rising Treasury yields reflected strong economic data and expectations for additional Fed rate hikes. Dive into this week’s market perspective for more analysis and key takeaways.

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Protect your business and shape your future. I can help.

Getting ahead of year‑end financial decisions can help reduce stress and create clarity. A quick check‑in now can make a big difference later. Let’s connect.

Download this free guide to explore 4 ways long-term care can be paid for. [Link] Want to discuss your planning options? Reach out.

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Last week, markets navigated a challenging combination of renewed Fed tightening, rising Treasury yields, and persistent inflation concerns. Technology strength helped keep the S&P 500 near flat, while cyclical, small-cap, and rate-sensitive sectors lagged. Strong economic data supported growth but increased expectations for another rate hike. Read this week’s market perspective to learn more.

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Having that “golden goose” stock can feel amazing, until you understand the risk implications. Let’s work together to strategize your tax positioning. https://bit.ly/46Btegp.

May this Yom Kippur bring peace, reflection, and renewal.

Studies show that 21.8 million American seniors have no alternate form of income other than social security. Now is the time to ensure that you have a foolproof retirement plan that will allow you to retain your way of life once you decide to stop working. Let’s talk about bolstering your retirement plan today.

U.S. markets declined last week as higher oil prices, persistent inflation concerns, and rising Fed rate hike expectations pushed Treasury yields higher. The S&P 500 fell 0.8%, bonds also posted losses, and consumer sentiment weakened, while strong earnings offered some support. Energy led performance, while gold and Bitcoin declined. Learn more from this week’s market perspective.

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