PCG

Let’s connect to make sure your goals are at the forefront of your financial plan. I’m here to help you map out next steps that make sense for you.

Last week, U.S. equity markets posted modest gains despite ongoing volatility, while bond markets reflected uncertainty around inflation and interest rates. Economic data suggested growth may be slowing, with softer consumer sentiment and signs of moderating demand. Check out this week’s market perspective for additional market insights and analysis.

hsl-pnw-downloadable-files.s3.amazonaws.com

There is a growing concern about outliving savings, inflation, and market swings — driving demand for income strategies that offer stability and protection without sacrificing growth. Let’s talk about retirement strategies that offer the ability to use the market for growth.

If an illness or injury suddenly limited your ability to work, would you want to make financial decisions under added pressure? Planning for income interruptions can help
create flexibility when it matters most. Let’s connect.

Markets moved lower last week as Middle East tensions weighed on sentiment. The S&P 500 fell 0.6%, while rising oil prices stoked inflation concerns, pushing Treasury yields higher and causing investors to reassess expectations for near-term Fed rate cuts despite resilient economic data and solid earnings. Dive into this week’s market perspective for more analysis and key takeaways.

hsl-pnw-downloadable-files.s3.amazonaws.com

Variable annuities have become more competitive and when paired with the market, they could offer growth potential. Let's talk about how a variable annuity can support continued growth throughout retirement.

Most retirees say it’s important to protect their retirement savings. Yet many don’t remember talking about protected income options. New research shows there is a gap in these conversations. Let’s close that gap. Connect with me about how guaranteed income can help create steady income you can count on for life.

I’m here to help you and your family think through caregiving responsibilities and potential long term care costs — proactively, not reactively. Let's connect.

Whether that’s with a partner, chosen family, or the people who matter most to you. Contact me to book a midyear review.