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Wealth Design Group, LLC

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Wealth Design Group, LLC

Why We Exist. To empower families to experience purpose, freedom, and abundance OSJ: 3040 Post Oak Blvd, Ste 1150, Houston, Texas 77056, 281-220-2700.

Mark Connely, Dale Pieper, and Justin Makris are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Wealth Design Group is not an aff

iliate or subsidiary of PAS or Guardian. Mark Connely CA Insurance License ARK Insurance License #1301962/ Dale Pieper CA Insurance License / Justin Makris CA Insurance License - This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

09/01/2026

🗓️ September 1st means we’re officially two-thirds of the way through the year.

Summer vacations are winding down, kids are heading back to school, and routines are returning. It’s a natural time to refocus.

Take another look at the goals you set for yourself this year. What’s on track? What needs more attention? And what can you accomplish over the next four months?

There’s still plenty of year left to stay intentional and finish incredibly strong.💪

08/31/2026

Many retirees are surprised to learn that Social Security can be subject to taxes.

Certain factors such as income from investments, pensions, or part-time work may affect how much is taxable.

Factoring this into your retirement income plan helps avoid surprises. With proper planning, you can manage withdrawals to minimize the tax impact.

(Always consult with a qualified tax professional for guidance.)

𝗝𝘂𝘀𝘁𝗶𝗻 𝗠𝗮𝗸𝗿𝗶𝘀
Wealth Design Group
📩 [email protected]
💻 https://www.wealthdesigngroup.net
📲 281.220.2781
📍 Houston, TX

08/27/2026

The latest inflation report offered some encouraging signs that price pressures are continuing to moderate.

The Consumer Price Index (CPI) rose 0.1% in July, following a 0.4% decline in June, according to the U.S. Bureau of Labor Statistics. Over the past 12 months, consumer prices increased 3.4%, down slightly from the 3.5% annual rate reported in June.

Core CPI, which excludes the more volatile food and energy categories, increased 0.2% for the month and 2.5% over the past year, also easing from June's 2.6% annual rate. The results were in line with Wall Street expectations.

Shelter costs increased just 0.1% in July, although they still accounted for roughly two-thirds of the overall monthly CPI increase. Food prices also rose 0.1%, while energy prices declined 1.5% for the month. Despite the monthly decline, energy costs remain 14.7% higher than a year ago, while food prices are up 3.0%.
Elsewhere, medical care costs increased 0.4%, airline fares rose 2.2%, new vehicle prices increased 0.1%, and used cars and trucks rose 0.4%.

While annual inflation remains above the Federal Reserve's 2% target, the July report suggests that some of the inflationary pressure seen earlier in the year may be easing. Markets responded positively to the report, while expectations for a Federal Reserve rate increase in September declined.

***
Sources:
https://www.bls.gov/news.release/cpi.nr0.htm
https://www.cnbc.com/2026/08/12/cpi-inflation-report-july-2026.html

08/25/2026

When markets drop, selling investments at a loss can create tax benefits by offsetting gains elsewhere.

This strategy doesn’t change the market’s ups and downs, but it can help reduce your tax bill.

Reinvesting proceeds keeps your plan aligned while capturing potential tax advantages. (Consult with a qualified tax professional before making decisions.)

𝗝𝘂𝘀𝘁𝗶𝗻 𝗠𝗮𝗸𝗿𝗶𝘀
Wealth Design Group
📩 [email protected]
💻 https://www.wealthdesigngroup.net
📲 281.220.2781
📍 Houston, TX

08/20/2026

U.S. job growth stalled in July, with nonfarm payrolls declining by 23,000 jobs, according to the Bureau of Labor Statistics. The decline was driven in part by losses in local government education and retail trade, while health care continued to add jobs. Construction added 22,000 jobs and manufacturing gained 5,000.

The unemployment rate was 4.1%, while the number of unemployed Americans remained about 6.9 million. Labor force participation stood at 61.4%, down 0.7 percentage point since January, while the employment-population ratio was 58.9%. Long-term unemployment was approximately 1.8 million, representing 25.5% of all unemployed people.

Previous months were also revised substantially lower. May's job gain was reduced from 129,000 to 63,000, while June was revised from 57,000 to just 20,000 — a combined downward revision of 103,000 jobs.
***

Sources:
https://www.bls.gov/news.release/pdf/empsit.pdf
https://apnews.com/article/economy-jobs-trump-unemployment-rate-jobseekers-9c2d147c14bc428458be5a1e83e54957

08/18/2026

When only one spouse or partner manages finances, it can create imbalance and risk.

But by including both voices in planning, you help share understanding and joint decision-making, helping to build trust and strengthen the plan.

Collaboration supports alignment, accountability, and confidence for both partners.

𝗝𝘂𝘀𝘁𝗶𝗻 𝗠𝗮𝗸𝗿𝗶𝘀
Wealth Design Group
📩 [email protected]
💻 https://www.wealthdesigngroup.net
📲 281.220.2781
📍 Houston, TX

08/13/2026

Long-term investing isn't about chasing the highest returns or predicting every market move.

Instead, it's about building a disciplined strategy that manages risk, stays aligned with your goals, and remains resilient through changing market conditions.

As Benjamin Graham reminds us, successful investing often comes down to what you avoid just as much as what you pursue.
***

08/11/2026

The financial landscape is always changing.

From tax laws to market conditions, staying informed empowers you to ask better questions and make stronger decisions. Lifelong learning about money builds both confidence and clarity.

-𝗝𝘂𝘀𝘁𝗶𝗻 𝗠𝗮𝗸𝗿𝗶𝘀
Wealth Design Group
📩 [email protected]
💻 https://www.wealthdesigngroup.net
📲 281.220.2781
📍 Houston, TX

08/06/2026

Wills, trusts, and healthcare directives provide clarity during difficult times. Without them, loved ones may face confusion, conflict, or costly delays.

Reviewing estate documents regularly ensures they align with your current intentions. Estate planning provides peace of mind for you and security for those you love.
(Consult with a qualified attorney for estate guidance.)

𝗝𝘂𝘀𝘁𝗶𝗻 𝗠𝗮𝗸𝗿𝗶𝘀
Wealth Design Group
📩 [email protected]
💻 https://www.wealthdesigngroup.net
📲 281.220.2781
📍 Houston, TX

08/04/2026

Wall Street experienced a mixed July as investors navigated corporate earnings, inflation data, and ongoing uncertainty surrounding interest rates.

Markets finished the month on a stronger note after solid earnings from several major technology companies helped improve investor confidence.

For the month, the market’s three major indices performed as follows:

S&P 500: −0.4%
Dow: +0.3%
Nasdaq Composite: −3.7%

***
Sources:
h𝘵𝘵𝘱𝘴://𝘸𝘸𝘸.𝘳𝘦𝘶𝘵𝘦𝘳𝘴.𝘤𝘰𝘮/𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴/𝘯𝘢𝘴𝘥𝘢𝘲-100-𝘭𝘦𝘢𝘥𝘴-𝘶𝘴-𝘧𝘶𝘵𝘶𝘳𝘦𝘴-𝘩𝘪𝘨𝘩𝘦𝘳-𝘢𝘮𝘢𝘻𝘰𝘯-𝘴𝘶𝘳𝘨𝘦-𝘰𝘧𝘧𝘴𝘦𝘵𝘴-𝘢𝘱𝘱𝘭𝘦-𝘥𝘦𝘤𝘭𝘪𝘯𝘦
h𝘵𝘵𝘱𝘴://𝘸𝘸𝘸.𝘮𝘢𝘳𝘬𝘦𝘵𝘸𝘢𝘵𝘤𝘩.𝘤𝘰𝘮/𝘭𝘪𝘷𝘦𝘤𝘰𝘷𝘦𝘳𝘢𝘨𝘦/𝘴𝘵𝘰𝘤𝘬-𝘮𝘢𝘳𝘬𝘦𝘵-𝘵𝘰𝘥𝘢𝘺

Address

3040 Post Oak Boulevard Suite 1150
Houston, TX
77056

Opening Hours

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

Telephone

+12812202700

Website

http://www.wealthdesigngroup.net/

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