Schwallier Wealth Management

Shred Day and Open House - Join us on Saturday, May 9th

Schwallier Wealth Management invites you to join us for Shred Day at our new office! A shredding truck will be on site to provide secure and convenient disposal of your paper documents. This is a community event, and we welcome you to invite your family and friends. We will be providing refreshments while you drop off your shredding. We are excited to host this event at our new location:

535 Cascade West Parkway SE
Grand Rapids, MI 49546

Date: Saturday, May 9th
Time: 10 AM - 1 PM

We look forward to seeing you there!

Advisory services are offered through Schwallier Wealth Management, and attending this event does not create an advisory relationship.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Shred Day and Open House

Schwallier Wealth Management invites you to join us for Shred Day at our new office! A shredding truck will be on site to provide secure and convenient disposal of your paper documents. This is a community event, and we welcome you to invite your family and friends. We will be providing refreshments while you drop off your shredding. We are excited to host this event at our new location:

535 Cascade West Parkway SE
Grand Rapids, MI 49546

Date: Saturday, May 9th
Time: 10 AM - 1 PM

We look forward to seeing you there!

Advisory services are offered through Schwallier Wealth Management, and attending this event does not create an advisory relationship.

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Monthly Market Insights | March 2026 U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

It’s 10 days until Tax Day!

We're lucky to know you. Happy St. Patrick's Day!

Who is ready for Spring?

Spring forward, everyone! It's that time of year again—Daylight Saving Time is here! Don't forget to set your clocks forward by one hour tonight. Enjoy the extra daylight and make the most of the longer days ahead!

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

Monthly Market Insights | March 2026 U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

Monthly Market Insights | February 2026 Stocks climbed in January as the tailwinds of solid economic data offset the headwinds of geopolitical tensions that rattled investors during the month.

The third Monday in January is Martin Luther King Jr. Day. On that day, we mark the memory of the civil rights leader and his work. For many Americans, this is a day for service, community, and meditating on Dr. King's legacy.