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Professional Planning & Wealth, 242 S. Pleasantburg Drive, Greenville, SC (2026)

06/08/2026

Are you on track with your financial goals for the year? In this video, we share three simple mid-year planning ideas that can help strengthen your financial future: reviewing savings, adjusting tax withholdings, and planning ahead. Taking a few minutes now could make a big difference by year-end and beyond. Watch to learn how a mid-year checkup can help keep your finances moving in the right direction.

05/17/2026

📊 Inflation is heating back up again.

The latest CPI report came in hotter than expected:
👉 Headline CPI: 3.8% YoY
👉 Core CPI: 2.8% YoY

And markets are paying attention 👀

⛽ Consumers are still feeling pressure:
From gas prices to everyday expenses, inflation remains sticky across much of the economy.

📈 Meanwhile, bond yields continue climbing:
• The 2-year Treasury is near 4%
• The 20- and 30-year yields are approaching 5%

💡 Here’s the big shift:
Markets started the year expecting rate cuts…

Now?
There’s growing belief the Fed may keep rates higher for longer — and could even hike again.

⚠️ That creates a tricky setup:
• Bonds don’t love potential easing
• Stocks don’t love tighter policy
• And any major move could increase volatility

🤖 Macro analysts are also pointing to strong credit growth and resilient economic activity as reasons the Fed may stay cautious.

👀 The takeaway:
Inflation is still the story.

And understanding what tends to work during inflationary environments may matter more than ever in the months ahead.

05/14/2026

📊 Inflation is heating back up again.

The latest CPI report came in hotter than expected:
👉 Headline CPI: 3.8% YoY
👉 Core CPI: 2.8% YoY

And markets are paying attention 👀

⛽ Consumers are still feeling pressure:
From gas prices to everyday expenses, inflation remains sticky across much of the economy.

📈 Meanwhile, bond yields continue climbing:
• The 2-year Treasury is near 4%
• The 20- and 30-year yields are approaching 5%

💡 Here’s the big shift:
Markets started the year expecting rate cuts…

Now?
There’s growing belief the Fed may keep rates higher for longer — and could even hike again.

⚠️ That creates a tricky setup:
• Bonds don’t love potential easing
• Stocks don’t love tighter policy
• And any major move could increase volatility

🤖 Macro analysts are also pointing to strong credit growth and resilient economic activity as reasons the Fed may stay cautious.

👀 The takeaway:
Inflation is still the story.

And understanding what tends to work during inflationary environments may matter more than ever in the months ahead.

04/30/2026

📊 Earnings season is off to a monster start.
And the numbers?
They’re hard to ignore 👇
📈 So far:
• ~1/3 of S&P 500 companies have reported
• 86% are beating expectations
• With an average surprise of over 12%
💡 That’s massive.
📊 Even more impressive:
Sales growth is running around 10% year-over-year — showing strong demand across the board.
🤖 And then there’s AI…
Productivity is accelerating at one of the fastest paces in decades.
👉 Revenue per employee in the U.S. is up over 10% YoY
👉 Far outpacing the rest of the world
⚙️ Translation:
Companies are becoming more efficient and growing at the same time.
⚠️ The big question:
Will the rest of the world catch up as AI adoption spreads?
👀 The takeaway:
Despite all the noise in the headlines…
The underlying data is pointing to a surprisingly strong environment for corporate profits.

04/30/2026

📊 Earnings season is off to a monster start.
And the numbers?
They’re hard to ignore 👇
📈 So far:
• ~1/3 of S&P 500 companies have reported
• 86% are beating expectations
• With an average surprise of over 12%
💡 That’s massive.
📊 Even more impressive:
Sales growth is running around 10% year-over-year — showing strong demand across the board.
🤖 And then there’s AI…
Productivity is accelerating at one of the fastest paces in decades.
👉 Revenue per employee in the U.S. is up over 10% YoY
👉 Far outpacing the rest of the world
⚙️ Translation:
Companies are becoming more efficient and growing at the same time.
⚠️ The big question:
Will the rest of the world catch up as AI adoption spreads?
👀 The takeaway:
Despite all the noise in the headlines…
The underlying data is pointing to a surprisingly strong environment for corporate profits.

04/26/2026

📈 Markets are back at all-time highs…

And the big question is:
“Should I even be investing right now?”

🤔 It’s a common concern — but the data tells a different story.

📊 Historically:
Investing at all-time highs has produced similar returns to investing on any other day.

👉 Translation:
All-time highs alone aren’t a good reason to stay out of the market.

💡 What actually matters?

📈 Earnings — and they keep rising.
That’s one of the strongest long-term drivers of stock prices.

⚡ Plus, from a technical standpoint:
We’ve just seen a rare surge in momentum — including 3 consecutive weeks of 3%+ gains.

Historically?
That’s been followed by strong forward returns.

⚠️ Of course, risks remain:
Geopolitics and oil prices still matter.

👀 But the bigger picture:
If earnings continue higher and oil stabilizes…

There may still be more room to run.

04/24/2026

📈 Markets are back at all-time highs…

And the big question is:
“Should I even be investing right now?”

🤔 It’s a common concern — but the data tells a different story.

📊 Historically:
Investing at all-time highs has produced similar returns to investing on any other day.

👉 Translation:
All-time highs alone aren’t a good reason to stay out of the market.

💡 What actually matters?

📈 Earnings — and they keep rising.
That’s one of the strongest long-term drivers of stock prices.

⚡ Plus, from a technical standpoint:
We’ve just seen a rare surge in momentum — including 3 consecutive weeks of 3%+ gains.

Historically?
That’s been followed by strong forward returns.

⚠️ Of course, risks remain:
Geopolitics and oil prices still matter.

👀 But the bigger picture:
If earnings continue higher and oil stabilizes…

There may still be more room to run.

04/17/2026

📉 March was volatile — no question.

🌍 Geopolitical tensions shook markets…
But since the March 30th low, things have changed.

📊 Volatility has dropped sharply — one of the biggest 2-week declines on record.

Historically?
That’s often been followed by strong returns 📈

💡 Even more interesting:
The entire Iran-related sell-off has now been erased.

🚀 The S&P 500 has gone from negative on the year…
👉 Back to positive
👉 And not far from all-time highs

⚠️ Still, there are mixed signals:
Some technical patterns remain inconclusive, and gaps like this can always get filled.

📈 But under the surface:
• Market breadth is strong
• Transports, small caps, and emerging markets are still holding up
• Even some major tech names are trading at more attractive valuations

👀 The takeaway:
Momentum is improving — but the next move will depend on how the data and headlines evolve.

Definitely a critical stretch for markets right now.

04/16/2026

📉 March was volatile — no question.

🌍 Geopolitical tensions shook markets…
But since the March 30th low, things have changed.

📊 Volatility has dropped sharply — one of the biggest 2-week declines on record.

Historically?
That’s often been followed by strong returns 📈

💡 Even more interesting:
The entire Iran-related sell-off has now been erased.

🚀 The S&P 500 has gone from negative on the year…
👉 Back to positive
👉 And not far from all-time highs

⚠️ Still, there are mixed signals:
Some technical patterns remain inconclusive, and gaps like this can always get filled.

📈 But under the surface:
• Market breadth is strong
• Transports, small caps, and emerging markets are still holding up
• Even some major tech names are trading at more attractive valuations

👀 The takeaway:
Momentum is improving — but the next move will depend on how the data and headlines evolve.

Definitely a critical stretch for markets right now.

04/08/2026

📊 Earnings season is about to begin… and the market is sending mixed signals.

📉 On the surface:
The S&P 500 has slipped below key levels — not typically a bullish sign.

📈 But underneath?
There are some encouraging developments:
• More companies are raising guidance than lowering it
• Equal-weight indices are starting to show higher highs and higher lows
• Transports, small caps, and emerging markets are all trending positive

💡 Even mid caps and mid cap tech are showing strength — a sign that participation may be broadening.

⚠️ That said:
Rate cut expectations remain low, largely due to elevated oil prices — which could keep pressure on certain areas of the market.

👀 The big takeaway:
Not everything is negative right now.

Earnings over the next few weeks could help clarify where things are headed next.

📅 Definitely a key moment to watch.

Professional Planning & Wealth

06/08/2026

05/17/2026

05/14/2026

04/30/2026

04/30/2026

04/26/2026

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04/08/2026

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Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm