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Wealth Design Group, LLC

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Wealth Design Group, LLC

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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 affiliate 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.

10/07/2026

Many people spend decades planning when they'll stop working and far less time thinking about what comes next. Travel, time with grandkids, giving back, a passion you've put on hold.

Those are the real reasons the numbers matter.

When your plan starts with the life you want, financial decisions tend to feel clearer and more intentional. What are you looking forward to most?

I'd love to hear about it.

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

10/05/2026

U.S. stock markets delivered mixed results in September, as rising Treasury yields, persistent inflation concerns, and uncertainty surrounding Federal Reserve interest rate policy weighed on investors. Technology and artificial intelligence stocks remained a bright spot, helping the Nasdaq outperform the broader market despite a challenging month for equities.

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

S&P 500: −0.5%

Dow Jones Industrial Average: −4.3%

Nasdaq Composite: +1.9%

September marked the end of the Dow's five-month winning streak, while the S&P 500 recorded its third monthly decline in four months. The Nasdaq posted its second consecutive monthly gain, supported by continued strength in technology stocks. Despite September's mixed performance, both the S&P 500 and Nasdaq finished the third quarter with gains

Sources:
https://www.reuters.com/business/us-stock-futures-inch-up-yields-ease-inflation-report-looms-2026-09-30/
https://ca.finance.yahoo.com/news/ai-or-bust-tech-trade-powered-stocks-through-volatile-september-224759194.html

10/01/2026

🍂 Happy October 1st!

Summer is officially behind us, fall is here, and we've entered the final quarter of 2026.

Now is a great time to get organized, review your financial goals, and make sure you're on track to finish the year strong.

Don't wait until January to start thinking about your finances. A little planning today can help you head into 2027 with a clear strategy and a solid plan for the year ahead.

09/30/2026

Inflation remained elevated in August, with the Consumer Price Index rising 0.4% for the month and 3.4% over the past 12 months. Core inflation, which excludes food and energy, increased 0.3% in August and 2.4% year over year. Energy was a major contributor to the latest increase: gasoline prices rose 3.9% during the month and accounted for more than one-third of the overall monthly CPI increase.

The recent rise in energy costs is becoming an important part of the inflation story. Gasoline prices were more than 27% higher than a year earlier, while airfare increased nearly 3% in August and more than 23% year over year. Higher diesel, jet fuel and transportation costs also have the potential to work their way through supply chains, increasing the cost of moving food and other goods.

09/29/2026

What do you want your money to make possible?

Maybe it's retiring on your own terms, helping your kids get a strong start, or finally having time for the things you've put off.

When you know your "why," every financial decision gets easier.

That's exactly why we help families connect their investments to the life they actually want to live.

Let's start with a conversation about what matters most to you.

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

09/24/2026

The Federal Reserve raised its benchmark interest rate by 25 basis points on September 16, 2026, bringing the target range to 3.75%–4% - its first rate hike since 2023.

The Federal Open Market Committee approved the move by a unanimous 12–0 vote, citing continued elevated inflation and a resilient labor market.

In its statement, the Committee said inflation "remains elevated" and that the rate action "will support a timelier return to the Committee's 2 percent goal."

Fed Chairman Kevin Warsh said inflation had been "too high ... for too long" and pointed to strong labor market data along with tensions in the Middle East as factors behind the decision.

Updated Fed projections show 16 of 18 committee officials expect at least one more rate hike this year, with four anticipating two more increases; two officials expect the Fed to hold at this single hike.

***
Source:
https://www.federalreserve.gov/newsevents/pressreleases/monetary20260916a.htm

09/22/2026

Wealth Design Group provides highly personalized coaching, shares valuable investment knowledge, and uses time-tested Nobel Prize-winning investing principles.

To find out more and talk about your investment and retirement goals, please reach out.

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

09/17/2026

The U.S. labor market delivered a stronger-than-expected performance in August, with total nonfarm payroll employment increasing by 162,000 jobs, well above economists’ expectations for a gain of 55,000. The unemployment rate remained unchanged at 4.1%, with approximately 7.0 million people unemployed.

Job growth was led by food services and drinking places, which added 59,000 positions, and local government education, which gained 42,000 jobs. Healthcare employment increased by 13,000, while the information sector lost 23,000 positions.

Sources:
https://www.bls.gov/news.release/pdf/empsit.pdf
https://finance.yahoo.com/economy/article/us-added-162000-jobs-in-august-smashing-expectations-jobs-report

09/15/2026

Financial planning is not a one-time event but an ongoing process.

Reviewing your plan each year ensures it reflects new goals, market changes, and life transitions.

Annual check-ins provide accountability and confidence that you’re on track.

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

09/11/2026

Today, 25 years later, we remember the lives lost on September 11, 2001, honor the heroes who answered the call, and recognize the families and communities forever changed by that day.

We will never forget.💙

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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