Caren Sgarlato, Financial Planner

Last week, markets moved lower as U.S.-Iran tensions and weakness in technology stocks offset softer inflation data. The S&P 500 fell 1.5%, while energy stocks surged alongside a 15.5% jump in oil prices and early Q2 earnings remained broadly positive. Learn more with this week’s market perspective and key insights.

hsl-pnw-downloadable-files.s3.amazonaws.com

Your hard work gave you your home, your savings, and all the goals you’re striving toward. Let’s connect to help you protect what matters most.

Reminder to register! Join Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, for a timely discussion on the economy and financial markets, including the key trends and forces shaping the investment landscape today.

Looking Beyond the Headlines: What It Means for Your Portfolio Daken Vanderburg will discuss how economic growth has continued to hold up despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session will explore what a stronger-than-expected labor market and shifting Federal Reserve expectations mean for inves...

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.

Markets rallied in Q2 as AI momentum returned, investor confidence improved, and the economy remained resilient. Curious what drove the rebound and what key trends may be worth watching now? Check out our latest Quarterly Update for key takeaways from the quarter.

MassMutual

Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps cut through the headlines and explores the economic and market forces shaping today's investment environment.

Click here to register: https://bit.ly/4pil6tC

US equities posted a second straight week of gains, led by a rebound in technology and semiconductor stocks and strength in energy shares. Treasury yields moved higher as rising oil prices renewed inflation concerns. Oil prices were volatile, initially falling on Saudi Arabia’s price cuts before surging amid escalating US-Iran tensions. Learn more with this week’s market perspective.

hsl-pnw-downloadable-files.s3.amazonaws.com

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.

School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to check in on spending. Here are some simple ways to manage summer costs, and I’m here for support whenever you need it.