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Markets were mixed last week. An early AI-driven rally faded into a Friday selloff as rising yields and oil prices renewed inflation concerns. The S&P 500 edged higher on solid earnings and economic data, but sentiment weakened late in the week, highlighting a fragile balance between growth optimism and inflation risks. For more insights, check out this week's market perspective.

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You save, you build, and you work hard, but is your protection keeping up? Let’s make a plan that fits your evolving needs.

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.

Even a high‑level plan can help reduce dependency, protect what you’ve built, and make future transitions smoother. Let’s start the conversation.

In the latest episode of Tips from the Top with Joe Mallee, Joy Avedesian (general agent of The Stellarix Group) shares why it wasn’t a sales award or production milestone that convinced her she was in the right profession—it was seeing the difference her work made for families when they needed it most.

Her perspective on trust, leadership, and human connection is a powerful reminder of what makes this profession so rewarding.

If you're passionate about helping others while building a fulfilling career, this episode is worth a listen. Tune in on Spotify or Apple Podcasts.

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Variable annuities may offer protections without giving up on growth potential. Let's talk about your retirement plans and discuss different methods for maximizing your income.

Trying to squeeze in one last getaway before back‑to‑school chaos? Before you book, try these cost‑smart moves.

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particularly in volatile markets. Let’s talk about the role
retirement income has in your portfolio.