Plaza Advisory Group, Inc

05/28/2026

A fresh and timely article from The Briggs Group at Plaza Advisory

Technology stocks, IPO headlines, and higher interest rates have all been major themes in the market recently.

While strong market performance can create optimism, rising interest rates continue to influence valuations, borrowing costs, and investment decisions across the economy.

A few themes from this month’s article:

• Technology companies remain a large part of today’s market
• IPO activity often returns during periods of strong investor enthusiasm
• Higher rates are creating different opportunities in both stocks and bonds
• Maintaining balance and long-term discipline remains important

The goal is not to react to every headline, but to stay aligned with a thoughtful long-term plan.

Read the full article here:
https://briggsgroup.stewardpartners.com/files/119361/Portfolio%20Perspectives-%20Tech%20Stocks,%20IPOs,%20and%20Higher%20Interest%20Rates.pdf

Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

Representatives of The Briggs Group at Plaza Advisory are registered with and provide securities and/or advisory services through Steward Partners.

For importance disclosures click here:
https://www.stewardpartners.com/Important-Disclosures.35.htm #:~:text=the%20ranking/award.-,The%20investments,-and%20services%20listed

05/20/2026

Check out page 19 of the Ladue News May 15 issue for the "Women in Business" section featuring Plaza's Wealth Manager Martha Guyer, explaining why women need a financial advisor and planning partner who “gets it”.
https://ow.ly/Or2o50Z1H6M

04/29/2026

We’re proud to share that Corey Briggs has been named to the InvestmentNews 5-Star Financial Planners 2026 list.

This recognition highlights financial planners across the country who demonstrate a strong commitment to their clients and a disciplined approach to long-term planning.

It’s an honor to see Corey included among this group.

Read more here:
https://www.investmentnews.com/ria-news/meet-investmentnews-5-star-financial-planners-for-2026-going-beyond-portfolios/266278

Disclosure information:
https://www.stewardpartners.com/Important-Disclosures.35.htm

04/23/2026

Congratulations to Corey Briggs from The Briggs Group at Plaza Advisory, well deserved recognition along with a group of outstanding peers. Cheers!

04/03/2026

If you turn to page 16 of today's Ladue News magazine, you will see Wh**ey Holt with a tip for readers regarding new tax law changes to charitable deductions in 2026. If you are a passionate giver to charity, you want to make yourself familiar with new options.

03/27/2026

Amid market volatility and ongoing uncertainty, Chief Investment Officer Larry Adam details why reacting to fundamentals, not headlines, remains key for long-term investors: https://go.rjf.com/4syVWaY

03/20/2026

Financial balance isn’t about splitting everything evenly; it’s about knowing when to lean in and when to pull back. It’s the art of managing what you need today without sacrificing what you want for tomorrow. The truth is, balance isn’t something you achieve once and forget—it’s something you adjust constantly. As your goals, circumstances, and life change, your financial balance should evolve with you. Does your financial plan feel balanced? If not, let’s rebalance it. We are always happy to hear from you.

03/05/2026

Where are consumers putting their money for safety — and what advice should you be following now? MarketWatch asked 12 financial experts, including Andrew Briggs from The Briggs Group at Plaza Advisory . Read the story here:
https://ow.ly/qeob50YoiSi

03/03/2026

Timely insight from The Briggs Group at Plaza Advisory

The rapidly evolving situation in the Middle East has investors wondering what this means for markets, oil prices, and their portfolios. Read timely insight from Andrew Briggs of The Briggs Group at Plaza Advisory here:
https://ow.ly/oznt50YojsY

02/26/2026

Market leadership is shifting—and the reason matters.

According to Andrew Briggs, Director of Portfolio Management and Wealth Manager at Plaza Advisory Group, what began in late 2025 as a mean-reversion trade away from overvalued tech is now looking more fundamental in early 2026.

As AI’s impact extends beyond the companies building it to the broader market, non-AI firms are beginning to realize productivity gains through cost savings and margin expansion—showing up in earnings. While it’s still early to identify long-term winners and losers, Briggs notes the biggest wildcard for investors this year remains the Federal Reserve’s interest-rate policy.

Read more: https://www.morningstar.com/news/marketwatch/20260219274/the-sp-500-is-undergoing-a-historic-shift-that-could-reshape-the-stock-market

02/23/2026

Andrew Briggs has contributed to the Morningstar article “The S&P 500 is undergoing a historic shift that could reshape the stock market.”
"Andrew Briggs of Plaza Advisory Group says the market rotation that began in late 2025 started as "a mean- reversion trade" with investors moving out of overvalued tech stocks and into cheaper small-cap and value stocks.
By early 2026, however, the shift appears more fundamentally driven, as attention expands beyond AI-focused companies to how AI is improving productivity... Still, it’s too soon to know the long-term winners and losers, and Briggs emphasizes that the biggest wildcard for markets in 2026 remains the Federal Reserve’s interest-rate policy."

View the full article here:
https://ow.ly/Sjxv50Yk9JT