The Retirement Planning Group

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Recent Updates


Weekly Market Update – January 17, 2025

Weekly Market Update – January 17, 2025

Quick Takes Stocks notched their best week since the November election, with the S&P 500 Index gaining +2.9%. All 11 sectors rose, the top three sectors – Energy, Financials, and Materials –were all up just better than +6% for the week. The primary catalyst for...

Weekly Market Update – January 10, 2025

Weekly Market Update – January 10, 2025

Quick Takes Stocks have given up their gains in the early stages of the new year after a stronger-than-expected employment report spooked investors and sent yields higher. The S&P 500 fell 1.9%, the Nasdaq was down 2.3%, and the Russell 2000 dropped 3.5%. Yields...

Monthly Market Update – December 2024

Monthly Market Update – December 2024

Key Points LARGE WAS IN CHARGE In 2024, U.S. large-cap stock funds averaged a +17.4% gain, topping all other broad categories. That significantly outpaced international-stock funds, which saw a much more modest +4.8% rise. Despite the impressive stock fund...

Our Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Portfolio Management

Portfolio Management

Bookkeeping and Payroll

Bookkeeping

Wealth Management

Wealth Management

Bookkeeping and Payroll

Payroll

Tax Return Prep and File

Tax Return Prep and Filing

Bookkeeping and Payroll

Rebalancing

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The Retirement Planning Group, LLC. is registered with the Securities and Exchange Commission and has clients nationwide. We offer retirement planning, wealth management and financial planning services.

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