Secure Planning Group, LLC

⏰ Time to Check in on Your Financial Plan!

The halfway point of the year is a perfect time to check in on your investments and your financial plan. Join Nate Borrmann and Isabelle David for the latest episode of Secure Money Mindset, where they review midyear money musts.

📈 Key market and economic themes shaping the rest of 2026, according to LPL Research's 2026 Midyear Outlook
⚖️ Diversification, portfolio performance and rebalancing
💼 Midyear planning considerations for investors who also own a business

Tune in for ways to make the rest of the year strong!

🎧 Listen on Spotify: https://loom.ly/gvpnZvk
▶️ Watch on YouTube: https://loom.ly/0vYrN00
🌐 Learn more: securepg.net

Wishing a very happy birthday to our amazing Client Success Coordinator! Your dedication, positivity, and commitment to creating exceptional experiences for clients make a difference every day. Thank you for all you do to support our team and those we serve.

We hope your day is filled with happiness, celebration, and everything that brings you joy. Here's to another year of success, laughter, and wonderful memories. Happy Birthday, Heather! 🎂✨🎈

🔥🔥🔥 The conversation around AI is heating up, and so are the questions about its role in managing your money.

In our latest Fireside Chat, Neil Gordon joins Isabelle David to explore how AI is being used in personal finance and investing, where it can be helpful and where its limitations could create real risks.

Watch to hear why the future of financial planning may be less about AI versus human expertise - and more about how the two can work together.

🎥 https://loom.ly/LWEYU4M

Fireside Chat Q22026 1151124 AI is changing how people research investments, evaluate budgets an...

As investors navigate a constantly evolving market, staying focused on the bigger picture is key. 🖼️

In this week’s commentary, LPL Research discusses a constructive outlook for equities, supported by solid corporate earnings and ongoing AI-driven growth trends. The report also highlights important factors to monitor, including inflation, oil prices, and other potential risks that could influence markets in the months ahead.

Read the full commentary here: https://www.securepg.net/weekly-market-commentary

🎓 Dreaming of a graduate degree but wondering how to afford it? The good news: you have options. From scholarships and grants to fellowships, assistantships, and student loans, there are many ways to make grad school more financially manageable. 📚

How to Pay for Grad School: Financing Options Grad school brings additional funding options

AI is reshaping industries and creating new opportunities, but everything comes down to one thing: generating returns.

LPL Research examines whether hyperscalers can justify their significant AI investments by analyzing ROIC, growth expectations, and capital expenditure trends. This week's commentary offers valuable perspective on one of the market's most closely watched themes: https://www.securepg.net/weekly-market-commentary

🪽 What does financial freedom mean to you? 🪽

In the latest episode of Secure Money Mindset, financial advisors Travis Boyer and Steven Bachmann discuss four planning principles that can help individuals and families work toward greater financial freedom.

Whether you're just getting started or refining an existing financial plan, these timeless strategies can help you build a strong foundation.

▶️ Watch: https://loom.ly/hcW9APQ
🎧 Listen: https://loom.ly/wUbYtfE

Think AI is the answer to every finance challenge? Think again.

AI won’t fix a broken financial strategy, but it will quickly reveal where the cracks are hiding. From data quality to margins and decision-making, the results can be game-changing or costly.

AI Won’t Fix A Broken Financial Strategy — But It Will Expose It AI won’t fix a weak financial strategy. Learn how AI in finance amplifies data quality, margins and decision-making, for better or worse.

What could shape oil prices in the months ahead? According to this week’s LPL Market Commentary, China may hold a critical piece of the puzzle. LPL Research explores China’s declining crude oil imports, potential inflation implications, and how a resilient U.S. economy continues to support above-trend growth. 📊

Read the latest insights and what they could mean for investors. 👉 https://www.securepg.net/weekly-market-commentary

Join us in wishing Jason Forsythe a very happy birthday! 🎂 We’re grateful for the care and commitment he brings to our clients every day.