Mike McCall, Financial Services Professional

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

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If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

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Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

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Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

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Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

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Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your plan is in good shape to keep up with the times.

Good habits now can help you work toward financial freedom later. Let's connect.

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing growth with reliable income can help your retirement plan stay on track. Let’s go over your options.

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these are a good reminder to check in and make sure your life insurance protection and long-term strategy still match the life you’re building. When was the last time you did a financial check‑in? Let’s connect.

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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