Connor Donohue - Agility Financial Group

Connor Donohue - Agility Financial Group Helping individuals and families transform financial complexity into clear, actionable wealth strategies.

I turn ‘financial junk drawers’ into organized roadmaps for the future

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

08/19/2026

Last week, U.S. markets posted gains as encouraging inflation data helped ease concerns and lowered expectations about additional interest rate increases. At the same time, softer consumer spending data suggested a more moderate pace of economic growth. Learn more about the market forces driving recent performance in this week’s perspective.

Studies show that 21.8 million American seniors have no alternate form of income other than social security. Now is the ...
08/12/2026

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.

08/11/2026

Last week, U.S. stocks moved higher, supported by easing concerns around interest rates, encouraging corporate earnings, and improving sentiment around global trade and energy supply. Economic data pointed to a moderating labor market, while lower oil prices helped ease inflation concerns. Read this week’s market perspective to learn more.

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particula...
08/10/2026

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particularly in volatile markets. Let’s talk about the role
retirement income has in your portfolio.

If an illness or injury suddenly limited your ability to work, would you want to make financial decisions under added pr...
08/05/2026

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.

08/04/2026

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.

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.Many families are starting conv...
08/03/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

Caregiving is love — and it’s a lot. If you support someone (or many someones), let’s meet to make sure your plan suppor...
07/31/2026

Caregiving is love — and it’s a lot. If you support someone (or many someones), let’s meet to make sure your plan supports you, too

Education opens doors to a better future. Schedule a conversation to help make sure your family’s tuition, college, and ...
07/30/2026

Education opens doors to a better future.

Schedule a conversation to help make sure your family’s tuition, college, and career dreams stay supported.

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13455 Noel Road, 20th Floor
Dallas, TX
75240

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