Jonathan Mabb Financial Planner NorthPlace Wealth Advisors

A long-term disability can derail retirement plans. Some disability policies help keep your retirement savings on track, even when you’re not able to work. Learn about your options now.

Whether it’s deciding on where to apply or how you’ll pay for it, college planning can be stressful. I’m here to help — let’s talk through it together.

Interested in a fast-paced and insightful Q4 update on the economy? Join us as Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, helps make sense of what’s happening — and may be next. Register today! https://bit.ly/3J8JOvR

Equities reversed course after a strong rally, with the S&P 500, NASDAQ, and Dow all posting losses following renewed U.S.-China trade tensions. Gold soared to new highs, while oil prices tumbled amid oversupply fears. As earnings season begins, investors remain focused on AI sector growth, Fed rate cut expectations, and the potential for further market volatility. Check out this week’s market perspective for a detailed breakdown and more key insights.

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Help protect your family, your assets, and your legacy—life insurance is for everyone.

The U.S. government shutdown paused key economic data releases, but markets pressed higher, led by AI-driven equities and strong consumer spending. Fixed income saw yields decline and increased expectations for Fed rate cuts, while alternative assets like Bitcoin and gold rallied and oil prices dropped. Despite potential for heightened uncertainty and a slight uptick in volatility, investor sentiment stayed positive as Q3 earnings season approaches. Be sure to check out this week's market snapshot for more key takeaways.

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Happy, loyal, and productive employees are vital to your business. Offering the right employee benefits can make all the difference. Let’s build a plan that works for your business and your people. Contact me today.

Wishing all those observing Yom Kippur a meaningful fast.

Second-quarter GDP growth was revised higher, and consumer spending remained strong, supporting above-trend economic momentum. Equity markets pulled back from record highs as profit-taking hit tech and AI stocks, while gold and oil surged on inflation and geopolitical risks.

With Treasury yields rising and a potential government shutdown looming, the upcoming jobs data releases and October 1 government shutdown deadline loom as potential short-term market catalysts.

Learn more with a detailed breakdown from this week’s market perspective.

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From maximizing retirement contributions to donating to charity, there are ways to reduce potential tax liability and help make the most of your money. Let’s discuss how I can help you create a tax-efficient strategy for your income and assets through the end of the year.

Many people underestimate how long a disability can last. Savings won’t cover you forever, but the right disability income insurance coverage can buy you time and peace of mind. Let’s talk about helping protect your income and savings.