Rock Martin Private Wealth Management

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 Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Our Fall/Winter class schedule is starting to come together. We are bringing educational classes to communities across the Valley, from Peoria to Scottsdale, with more locations being added in the months ahead.

If you are approaching retirement and looking for guidance on Medicare, Social Security, and retirement planning, visit our Events page to register. If you don't see a class that works, check back periodically as new ones are added.

For those past the point of classes and ready to start building a financial plan, getting started is simple. All it takes is a good email address to begin the process.

We look forward to seeing you.

Empower Your Financial Future with Rock Martin Wealth Events Join Rock Martin Private Wealth Management for exclusive events designed to educate and empower high-net-worth individuals. From market insights to we

This afternoon, we'll be in North Scottsdale teaching a class on two of the most important retirement decisions: Medicare and Social Security.

The first portion, led by Allison Lubenow of Senior Advisors, will cover the fundamentals of Medicare, including coverage options, enrollment timelines, and common pitfalls to avoid.

In the second portion, Tyler, will walk through practical Social Security strategies: when to claim, how benefits are calculated, spousal considerations, taxation of benefits, and how claiming decisions fit into a broader retirement income plan.

This is a straightforward, information-focused class designed to give attendees clarity and confidence as they approach retirement. Be on the lookout for more of these sessions in the Fall.

Coordinating Medicare & Social Security for a Smarter Retirement Scottsdale Medicare and Social Security planning class covering Medicare enrollment, coverage options, and Social Security claiming strategies. Designed for individuals turning 65 or approaching retirement who want clarity on retirement income and healthcare decisions.

Exciting news at Rock Martin Wealth!

Marty recently ranked #7 in growth within LPL Financial's Ascent Club, a recognition reserved for some of the top-performing advisors among LPL's 32,000+ financial professionals nationwide.

This kind of growth is a reflection of who Marty is. He has spent his career putting his clients first, building lasting relationships, and staying committed to their long-term financial well-being.

Thank you to our clients for your trust. We look forward to continuing to earn it.

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 Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

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 U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

Monthly Market Insights | March 2026 U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

True generosity deserves a plan.

Strategic charitable giving can reduce tax exposure, strengthen your legacy, and ensure your wealth supports the causes that matter most to you and your family.

At Rock Martin, we help clients grow their wealth and give with purpose.

Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation.

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

Monthly Market Insights | February 2026 Stocks climbed in January as the tailwinds of solid economic data offset the headwinds of geopolitical tensions that rattled investors during the month.

As we enter 2026, liquidity continues to be a primary driver of market performance. Tax policy, Federal Reserve actions, interest rates, and Treasury cash dynamics point to a more supportive environment, even as near-term volatility...

2026 Market Outlook Liquidity remains a key market driver in 2026. Fed policy, interest rates, tax changes, and Treasury cash flows point to a supportive backdrop despite volatility. Read the full outlook and learn how this may impact your financial plan.