The Song-Pegg Group

05/25/2026

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.

05/22/2026

Join us for a short retirement planning workshop hosted by The Song-Pegg Group: "What's Your Number? – How Much Do You Need to Retire?"

Wednesday, May 27, 2026 | 4:00 PM CDT

We'll share a straightforward framework to help you estimate how much you may need to retire, understand potential income sources, and identify any gaps—plus time for Q&A.

We'll cover:

*How to estimate your retirement spending needs
*Sources of income in retirement (Social Security, pensions, etc.)
*How to calculate your potential income gap
*A simple way to estimate your retirement "number"
*Key factors that can impact your plan, including taxes and inflation https://livesocial.seismic.com/a-ftbR

05/20/2026

Spending the week in Nashville at the PMI Portfolio Management Institute Conference with Carolyn and soaking up every minute of it.

We've had the opportunity to learn from industry leaders, discuss market trends, and continue investing in our education so we can bring an even more elevated experience to the clients we serve. Staying sharp and continuing to grow is a huge priority for our team.

We've also found time to enjoy the gorgeous weather, get a few workouts in, and explore this incredible city along the way. Nashville has been a great mix of learning, energy, and fun. 🎶☀️
https://livesocial.seismic.com/aMeFej

05/07/2026

An unforgettable way to start the day. 🔔
This morning, I had the opportunity to ring the opening bell at the Chicago Board of Trade — a moment that reflects not only hard work and growth, but the incredible people I'm fortunate to work with every day. Grateful for the experience, the team beside me, and all the exciting things ahead. 📈✨

04/27/2026

Join us for our 2026 Q1 Market Update
with Carolyn Song-Pegg, Portfolio Management Director

Wednesday April 29th, 2026 at 4:00PM- 4:30PM

We are excited to invite you to a call hosted by The Song-Pegg Group at Morgan Stanley. Our Portfolio Management Director, Carolyn Song-Pegg, will be sharing timely insights on what's happening in the markets – and more importantly, what it could mean for you.

Carolyn brings decades of experience navigating both calm and volatile markets, and she'll walk us thought current trends, recent economic developments, and what to watch as we move forward. We'll also leave time for Q&A, so come with questions!

We hope you can join us for this timely conversation. https://livesocial.seismic.com/akJT4c

04/23/2026

Take Your Child to Work Day done right ✔️

The Song-Pegg Group had some very special guests in the office today—my three kids got a behind-the-scenes look at what we do, plus a pretty unforgettable visit to the Skydeck and all the fun activities in the tower.

Grateful to share a day like this with both my family and my work family.

04/23/2026

If you're preparing for an upcoming merger or acquisition and need support with your retirement plan transition, I'm here to help. Reach out to discuss key considerations and read our full article for best practices to keep in mind.
https://livesocial.seismic.com/a-7YpT

04/22/2026

Market volatility has challenged the assumptions behind traditional portfolio construction. Watch this conversation that explores how alternative investments may offer diversification beyond the traditional 60/40 – and why access and manager selection are increasingly important.
https://livesocial.seismic.com/tR4Oa

04/21/2026

The annual update of the GIC Capital Market Assumptions reflects a shift to a higher-rate, more volatile era where diversification and selectivity are key to returns.

brightcove.net

04/21/2026

I'm excited to share that I've earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

This milestone reflects a commitment to ongoing education and to delivering comprehensive financial planning for the clients and families I serve.

Thank you to everyone who supported me along the way. If you'd like to connect about your goals and planning priorities, feel free to message me.

04/07/2026

Hanging on headlines is tempting as the Iran war continues. But many investors are overlooking cracks in the case for broader corporate earnings growth.

brightcove.net