Hobbs Group Advisors, LLC

Happy Labor Day from all of us at Hobbs Group Advisors! This holiday, we honor the workers whose efforts build and strengthen our communities every day. Enjoy the well-earned time with family and friends. Our office will be closed today in observance of the holiday.

Markets shook off inflation concerns, geopolitical conflict, and a hawkish tone from the Fed to notch new records in August. The S&P 500 and Dow both hit all-time highs, fueled by a rebound in mega-cap tech, while emerging markets and international developed equities led the gains. Our latest Market Commentary asks the question on everyone's mind: can new highs, higher yields, and a weaker dollar all persist together? Read more: https://hobbsgroupadvisors.com/market-commentary/new-highs-higher-yields-and-a-weaker-dollar-can-all-three-persist/

School is back in session, and so are the deadlines that matter for your family's finances. FAFSA opens October 1 for the 2027–2028 school year. Scholarship and grant applications cluster in the fall. And how you time 529 withdrawals can actually affect financial aid eligibility. Thomas Manly, CFP®, walks you through how to coordinate all of it, so tuition bills don't catch your family off guard. Read more: https://hobbsgroupadvisors.com/focus-on-these-financial-priorities-for-fall-and-beyond/

This summer, we enjoyed having interns Rivers White and Jay Hudgens on the HGA team! We're grateful for the fresh perspectives, willingness to learn, and contributions to our firm. We will miss Rivers as he continues to finish his studies at Clemson University and we are excited to report that Jay will continue to intern with us in our Columbia office this school year as he returns to class for his senior year at the University of South Carolina. HGA wishes you both continued success!

July was a month of contrasts for investors. The Nasdaq-100 dropped roughly 7% — its worst month since March 2025 — as AI-related scrutiny, volatile energy prices, and Fed uncertainty weighed on markets. However, the S&P 500 Equal Weight Index outperformed its market-cap-weighted counterpart for the second month running, and US value was the only segment to post a gain. Our latest Market Commentary unpacks what's driving the split. Read more: https://hobbsgroupadvisors.com/market-commentary/earnings-deliver-but-the-long-end-pushes-back-will-profits-be-enough/

The transition into retirement is one of the biggest financial shifts you'll ever make — and the decisions you make in the years leading up to it matter enormously. At Hobbs Group Advisors, we work with pre-retirees and retirees to build a clear, confident strategic plan that cuts through the uncertainty. The earlier you start, the better the outcome. Learn more at https://hobbsgroupadvisors.com/pre-retirees-retirees/.

In our Q3 client letter, Francesca Passen, CFP®, reflects on two years as a Certified Financial Planner® professional and the lesson that keeps proving itself: lasting financial success isn't built on reacting to the news cycle. It's built on a plan rooted in your goals, your values, and your life. Read the full letter: https://hobbsgroupadvisors.com/quarterly-client-letter-q3-2026/

Good financial planning should make your life simpler, not more complicated. At Hobbs Group Advisors, we build comprehensive financial plans that bring together investment management, retirement planning, tax-aware strategies, and estate planning, all tailored to your goals. Learn more about our complete financial solutions: https://hobbsgroupadvisors.com/financial-planning/.