The PRISM Group of North Florida, Inc

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 As a CFP® and CDFA, I specialize in individual, marital, and divorce financial planning. The PRISM Group of North Florida, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Bert and Sarah recently traveled to Jersey City to attend the Advisors Capital Management Due Diligence conference! They were able to learn valuable insights and spend intimate time with the individual portfolio managers, as evidenced by the second picture with Dr. Joanne Feeney. How cool is that?! Hats off to Mike Lieberman for spearheading this conference each year and extending the invite!

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 As a CFP® and CDFA, I specialize in individual, marital, and divorce financial planning. The PRISM Group of North Florida, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

We recently fulfilled our annual volunteer efforts by serving lunch at Camp I Am Special, which is a sleepaway camp for individuals with intellectual and developmental differences. At The PRISM Group, we firmly believe in giving back to our community, and we look forward to this opportunity each year!

Happy Independence Day! This Fourth of July, I'm proud to support the goals and ambitions that help make our independence possible — through guidance that’s personalized, thoughtful and built around what matters most.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 As a CFP® and CDFA, I specialize in individual, marital, and divorce financial planning. The PRISM Group of North Florida, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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 As a CFP® and CDFA, I specialize in individual, marital, and divorce financial planning. The PRISM Group of North Florida, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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 As a CFP® and CDFA, I specialize in individual, marital, and divorce financial planning. The PRISM Group of North Florida, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.