Goldstone Financial Group

⭐️⭐️⭐️⭐️⭐️ Thank you, Catherine, for another 5-star review!

Helping people prepare for and navigate retirement is a responsibility we value deeply. We know this chapter represents years of hard work, sacrifice, and planning, and we're grateful to play a role in helping clients move forward with greater clarity and confidence.



The testimonials and reviews are provided voluntarily by our current clients. We do not compensate any persons for sharing their thoughts or experiences.

Your Weekly Market Recap & Outlook compiled by Goldstone Chief Investment Officer, Matthew Rice, CFA, CAIA.

The S&P 500 has now posted 8 straight weeks of gains, even as investors continue navigating inflation concerns, elevated Treasury yields, and uncertainty surrounding future Federal Reserve rate cuts.

At the same time, strong earnings from major technology and AI-focused companies continue helping support broader market momentum in 2026.
For investors nearing or living in retirement, today’s market environment is a reminder that headlines change quickly — but disciplined long-term planning remains essential.

In this week’s market recap, we break down:
• Why markets continue climbing despite volatility
• What higher interest rates mean for retirement planning
• How AI and technology earnings are influencing markets
• Key themes investors should continue monitoring in 2026

Read Matt's insights at the link in comments.

Happy Birthday to Anthony Pellegrino, Founder & CEO of Goldstone Financial Group! 🎉

Today, we celebrate not only this milestone birthday, but also the vision, determination, and relentless commitment you bring to growing both your people and your purpose. Your leadership continues to inspire those around you to strive for more, think bigger, and serve others with intention.

To so many on this team and especially to your family, you are “Superman” 🦸‍♂️ — always showing up, leading from the front, and carrying an unwavering drive to help others succeed. To make the sacrifices all worth it.

Thank you for building a culture centered on growth, opportunity, and making a meaningful impact. Wishing you a year ahead filled with happiness, continued success, and time to celebrate all you’ve accomplished!

This Memorial Day, we remember and honor the brave men and women who made the ultimate sacrifice in service to our country.

We would also like to extend a special tribute to our clients and their families who have served. Your dedication, commitment, and contributions are deeply appreciated.

As we spend time with family and loved ones this Memorial Day, we reflect with gratitude and remember those whose courage and selflessness made so much possible.

From all of us at Goldstone Financial Group, we wish you a peaceful Memorial Day.

Happy Birthday to Melissa DaRosa, Controller at Goldstone Financial Group! 🎉

Your organization, loyalty, and dedication to the team help keep everything running smoothly behind the scenes each and every day.

We’re grateful for all that you do and hope your birthday is filled with happiness, celebration, and well-deserved time to enjoy with loved ones!

In observance of Memorial Day, our offices will be closed on Monday, May 25. 💙

We take this time to honor and remember the brave men and women who gave the ultimate sacrifice in service to our country.

If you need assistance from a member of our team, please reach out at (630) 620-9300. Wishing you and your family a peaceful Memorial Day weekend.

Big shout out to the Class of 2026 graduates in our Goldstone family! 🎓✨

We celebrate the hard work, perseverance, and dedication that brought you to this incredible milestone. Whether you’re stepping into a new career, onto a new college campus, or out to explore the world, this achievement is something to be proud of. And we're SO proud of you!

Wishing all of our graduates success, happiness, and exciting opportunities ahead as you begin this next chapter!

Your Weekly Market Outlook 📈

Markets shifted quickly this week as investors reacted to new economic data, geopolitical headlines, and continued volatility across stocks, oil prices, and bonds.

What does it all mean for the stock market and investors moving forward?

Matthew Rice, CFA, CAIA, Chief Investment Officer at Goldstone Financial Group, breaks down the biggest market trends, investment insights, and economic developments shaping this week’s market update.

→ Read the full recap and analysis now at the link in comments.