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
Monthly Market Update – February 2024
Key Points RECORD HIGHS ABOUND The S&P 500 has made 16 new all-time highs in 2024 through March 7th. However, it is not...
Weekly Market Update – March 08, 2024
Quick Takes The S&P 500 posted just its third weekly decline since late October, with a mild -0.3% loss. The Nasdaq,...
Weekly Market Update – March 01, 2024
Quick Takes The continued frenzy in artificial intelligence stocks helped propel the Nasdaq Composite index to a...
Additional Content
Financial Planning for Life-Long Peace
Regardless of the stage of life you find yourself in, considering financial planning for life-long peace can be highly...
How Might President Biden’s Tax Plan Affect Me?
President Biden’s administration has outlined a tax policy built upon the agenda introduced during his campaign. Biden’s...
7 Steps of the Financial Planning Process
The financial planning process can hold a different meaning depending on who you ask. If you were to ask a random person on...
What our firm learned in the 2008/2009 Financial Crisis paid off big time for our clients in the 2020 Covid-19 Crisis
It’s fair to say that no one is forgetting 2020 any time soon. As the year turned, we heard rumors about a virus in...
A deep breath before the election
The coronavirus is still very much with us, as is much of the economic dislocation resulting in sporadic lockdowns....
Tax Loss Selling
Tax Loss Selling: How To Keep The IRS Out Of Your Pockets Kevin Conard, CRPC®, shares how you can keep the IRS out of...
Repairing Your Investment Portfolio Amid COVID-19
Repairing Your Investment Portfolio Amid COVID-19 In these uncertain times, we know investment performance can weigh...
State Tax Deadlines
While the Federal government has extended tax filing and 1st quarter estimated payment deadlines to July 15th, not all...
TRPG Digital Event: Coronavirus and Market Volatility
On Monday, March 31, 2020 we hosted a joint digital event with Apollo Lupescu, Vice President Dimensional Fund Advisors....
Action Steps for you regarding the CARES Act
The $2 trillion coronavirus response bill (the CARES Act) passed on Friday. The bill is 900+ pages. It is packed with...
Long-term Care: The Do’s and Don’ts
The Benefits of Estate Planning for New Parents
As new parents, you are embarking on an incredible journey filled with joy, love, and countless responsibilities. Amidst...
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.