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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. /COMPLIANCE:2023-5664/

06/02/2026

The U.S. stock market delivered a historic performance in May 2026, with all three major indexes closing at fresh all-time highs on the final trading day of the month, May 29.

A powerful rally in technology stocks, strong corporate earnings, easing inflation pressures, and positive geopolitical developments helped drive the market’s strongest monthly gains of the year.

For the month, the market’s three major indices performed as follows:
S&P 500 5.2%
The Dow 3.1%
Nasdaq Composite 8.4%

The S&P 500 closed out May at a record 7,580.06. The benchmark index also recorded its ninth consecutive weekly gain, reflecting broad investor confidence and sustained market momentum.

Technology stocks led the market’s advance, particularly companies benefiting from growing demand for artificial intelligence infrastructure. So it’s no surprise that the tech-heavy Nasdaq Composite finished at a record 26,972.62, significantly outperforming the other major indexes.

The Dow Jones Industrial Average also reached a historic milestone, crossing the 51,000 mark for the first time. The blue-chip index ended May at 51,032.46, posting a gain of approximately 3.1% for the month.

Sources:
https://www.cnbc.com/2026/05/28/stock-market-today-live-updates.html
https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-05292026-11986232

06/01/2026

🗓️ June 1st means that summer is almost here, kids will be out of school soon, and many of you are looking to enjoy time outdoors with family and friends. ☀️🏝️

Just a reminder that your finances and long-term goals shouldn't be on vacation, too - so feel free to reach out if you have any questions or proactively schedule our next financial review.

05/29/2026

True financial independence rarely comes from one strategy alone.

A strong financial foundation is built through balance, preparation, and long-term discipline — with savings, protection, and investments each playing an important role.

05/28/2026

Inflation accelerated in April, with the Consumer Price Index (CPI) rising 0.6% for the month and 3.8% over the past 12 months, according to the U.S. Bureau of Labor Statistics. Core inflation, which excludes food and energy, rose 0.4% in April and 2.8% over the past year.

Much of the increase was driven by higher energy costs, as the energy index climbed 3.8% in April alone and is now up 17.9% year-over-year. Shelter costs also remained elevated, rising 0.6% for the month, while food prices increased 0.5%, reflecting ongoing pressure on household budgets.

The recent surge in inflation has been heavily influenced by rising oil prices tied to the ongoing conflict involving Iran. Brent crude oil prices jumped from roughly $70 per barrel before the conflict to as high as $118 in April, driving up gasoline, airfare, and transportation-related costs across the economy. Gasoline prices have risen about 28.4% over the past year, while airline fares increased 20.7%, illustrating how higher energy prices continue to ripple through many areas of consumer spending.

Economists warn that inflationary pressures may persist if global energy markets remain unstable. Continued disruptions in the Strait of Hormuz - a key shipping route for global oil supplies - have kept fuel prices elevated, creating additional strain for consumers already dealing with higher everyday expenses.

Sources:
https://www.bls.gov/news.release/cpi.nr0.htm
https://www.cnbc.com/2026/05/12/inflation-breakdown-for-

05/26/2026

As income grows, it’s tempting to upgrade spending habits at the same pace. In fact, it's hard not to!

But over time, this can crowd out saving and investing for long-term goals.

By setting boundaries and automating savings, you can enjoy financial progress without sacrificing your future. Awareness is the key to keeping lifestyle inflation in check.

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

05/21/2026

The U.S. labor market continued to show resilience in April as nonfarm payrolls increased by 115,000 jobs, beating economist expectations, while the unemployment rate held steady at 4.3%. Job growth was led by gains in healthcare, transportation and warehousing, and retail trade, although federal government employment continued to decline.

Despite concerns surrounding rising energy costs and global uncertainty tied to the Iran conflict, the labor market has so far remained stable. Economists noted that the latest report showed “no signs of a downturn just yet,” with the economy continuing to add jobs at a modest but steady pace. However, some warning signs remain, including weak consumer sentiment and fears that higher inflation and slowing demand could eventually pressure hiring activity later this year.

Sources:
https://www.bls.gov/news.release/pdf/empsit.pdf
https://www.ft.com/content/245e5c30-0a0b-43cd-b4b5-13f023c0b42d?syn-25a6b1a6=1

05/19/2026

Growth-focused investments may support long-term goals, but too much risk can create unnecessary volatility.

On the other hand, being overly conservative may prevent you from keeping pace with inflation.

The right balance is personal - and changes with time. By aligning risk with goals, you may create a more resilient financial plan.

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

05/14/2026

Markets will always surprise us.

Not because they’re irrational - but because they’re complex, dynamic, and influenced by forces no one can fully control or consistently forecast.

That’s why real financial planning isn’t about prediction. It’s about preparation.

A thoughtful strategy accounts for uncertainty. It builds in flexibility. It prioritizes resilience over guesswork- so that when conditions change, your plan doesn’t.

The goal isn’t to be right about the future.
It’s to be ready for it.
***

05/12/2026

Relying on willpower alone makes it harder to save and invest consistently.

But by automating contributions, we ensure progress happens month after month, no matter what else is going on.

This “set it and review it” approach creates accountability and momentum.

Over time, automation helps transform habits into lasting results.

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

05/11/2026

▶️ We urge you to view this short video presentation, 𝗛𝗼𝘄 𝘁𝗼 𝗕𝘂𝗶𝗹𝗱 𝗔 𝗦𝗺𝗮𝗿𝘁𝗲𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼.💡

Of course, we'd be happy to connect and help you plan the right portfolio for you!

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

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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