Warren A. Peña - Fifth Avenue Financial

08/03/2026

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.

07/28/2026

Markets moved lower last week as Middle East tensions weighed on sentiment. The S&P 500 fell 0.6%, while rising oil prices stoked inflation concerns, pushing Treasury yields higher and causing investors to reassess expectations for near-term Fed rate cuts despite resilient economic data and solid earnings. Dive into this week’s market perspective for more analysis and key takeaways.

07/23/2026

Discover what long-term care costs in your area. Compare it to national averages and start planning with real cost estimates.

Informal in-home help — Individuals who need help with activities of daily living (ADLs) are assisted by unpaid people at home. These people may be a spouse, partner or family member, a friend or neighbor.

07/21/2026

Last week, markets moved lower as U.S.-Iran tensions and weakness in technology stocks offset softer inflation data. The S&P 500 fell 1.5%, while energy stocks surged alongside a 15.5% jump in oil prices and early Q2 earnings remained broadly positive. Learn more with this week’s market perspective and key insights.

07/21/2026

Your hard work gave you your home, your savings, and all the goals you’re striving toward. Let’s connect to help you protect what matters most.

07/21/2026

Reminder to register! Join Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, for a timely discussion on the economy and financial markets, including the key trends and forces shaping the investment landscape today.

Daken Vanderburg will discuss how economic growth has continued to hold up despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session will explore what a stronger-than-expected labor market and shifting Federal Reserve expectations mean for inves...

07/20/2026

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.

Even a high‑level plan can help reduce dependency, protect what you’ve built, and make future transitions smoother. Let’s start the conversation.

07/17/2026

Markets rallied in Q2 as AI momentum returned, investor confidence improved, and the economy remained resilient. Curious what drove the rebound and what key trends may be worth watching now? Check out our latest Quarterly Update for key takeaways from the quarter.

07/15/2026

Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps cut through the headlines and explores the economic and market forces shaping today's investment environment.

Click here to register: https://bit.ly/4ysccy8

07/14/2026

US equities posted a second straight week of gains, led by a rebound in technology and semiconductor stocks and strength in energy shares. Treasury yields moved higher as rising oil prices renewed inflation concerns. Oil prices were volatile, initially falling on Saudi Arabia’s price cuts before surging amid escalating US-Iran tensions. Learn more with this week’s market perspective.