David Horine - Financial Advisor - Illumine Financial Partners

U.S. markets ended last week mixed as strong economic data, higher Treasury yields, and rising U.S.-Iran tensions influenced sentiment. The S&P 500 gained 0.13%, led by technology and energy, while rate-sensitive sectors lagged. Strong August payrolls boosted expectations for tighter Fed policy, lifting oil prices and pressuring gold.

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U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

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Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

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When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to give up on the potential for growth. Does your retirement plan align with your future retirement income needs?

Last week, U.S. markets posted gains as encouraging inflation data helped ease concerns and lowered expectations about additional interest rate increases. At the same time, softer consumer spending data suggested a more moderate pace of economic growth. Learn more about the market forces driving recent performance in this week’s perspective.

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Just a random curb in the neighborhood with a beautiful flower growing out of it. I love that some seed ended up finding its way between the cracks and bloomed for the few of us who will take the time to see it.

Take the time to stop and see the beauty around you. It's everywhere.

We can all make a difference. Together, we can make an even bigger difference.

I was asked to load up a couple hundred backpacks that were filled with age appropriate school supplies into my truck so that volunteers could hand them out to families in need.

It was a collaboration of several organizations, lots of volunteers and tons of donated school supplies.

What are some other ways we could come together to help our community? I'd love to hear about those opportunities.

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