Wealth Navigation Advisors

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.

Quarterly Market Insights | April 2026 Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

New Trump Accounts could give kids a financial head start. Here’s the quick rundown ⬇️

• Custodial-style traditional IRA for minors
• Launching July 4, 2026 for babies born 2025–2028
• $1,000 government contribution per eligible child
• Up to $5,000/year in additional contributions
• No withdrawals before age 18

Over 1M accounts have already been signed up, and 25M+ families may qualify.

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.

The “Big Beautiful Bill” changed a lot about the tax code… but not always in the ways people think.

In this episode of Financial Tides, we break down some of the biggest misconceptions surrounding the new tax law — what actually changed, what didn’t, and why reacting to headlines can lead to bad financial decisions.

Understanding the difference can make a big impact on how you plan moving forward.

🎙️ New episode out now

https://www.youtube.com/watch?v=PS3aGWqdDJU

So much to celebrate for the Parrillo family 💙👶✨

In just 11 months, John and Marlyn have welcomed three grandchildren! Dylan welcomed his first, Barrett John Parrillo, on February 15, and just days later Taylor welcomed his first, Jackson James Parrillo, on February 18. Big cousin Marlowe is already loving her new role.

We’re so grateful to share these special moments with our Wealth Navigation Advisors family 🤍

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.

✨ Trailblazers in the making! ✨
Taylor conquered his first big training hike, Bernardo Mountain Summit, 6.7 miles under his boots and a whole lot of heart. 🥾💪

But this is just the beginning. Taylor is training and fundraising for the Make-A-Wish Trailblaze America Challenge, a journey that goes far beyond miles on a map. Every step taken gets us closer to that big goal and helps bring life-changing wishes to children facing critical illnesses. 🌟

The miles ahead won’t be easy, but they’re nothing compared to the strength of the kids they’re hiking for. ❤️

Please click the following link for more info on how you can help!

https://secure2.wish.org/site/TR/Trailblaze/Make-A-WishSanDiego?pg=personal&px=11049452&fr_id=7106

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

Quarterly Market Insights | January 2026 U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown.

Happy Holidays from the WNA family to yours! ✨
Wishing you joyful moments, grateful hearts, and peaceful days this season. ❄️

Office out to lunch to celebrate Alyssa’s birthday 🎉🎂 Good food, great times, and an even better team—always nice to step away and celebrate together 🥳🎈

Are your subscriptions quietly draining your wallet? 📉

We’re breaking down the real cost of monthly fees — and how to take control of your money again.

Small charges add up. Awareness is power. 💡

New episode out now!

https://www.youtube.com/watch?v=kNctnK1Mlf0

Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, consumer sentiment, and rate uncertainty. While the Nasdaq slipped 1.51 percent, the S&P 500 held steady and the Dow inched up 0.32 percent. All eyes now turn to the Fed's final meeting of the year on December 9–10.

Monthly Market Insights | December 2025 The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite declined 1.51 percent. The Dow Jones Industrial Average edged up 0.32 percent.1