Rachel Sullivan - CFG Ops Manager

Your financial life as a business owner comes with complexity – variable income, concentrated assets, and constantly shifting risks. A thoughtful plan accounts for those dynamics and adapts as your business evolves.

Now available – check out the Q1 2026 economic update as it summarizes market performance, inflation trends, and global forces shaping the outlook. This is a worthwhile read if you’re interested in “the why” behind market movements. As always, happy to talk through any questions.

MassMutual

Last chance to register! I’m inviting you to listen first-hand from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps put recent volatility into context and understand the key forces shaping portfolio outcomes in the months ahead. Register using the link below.
https://bit.ly/41Zxp3t

Markets ended the week slightly higher, with stocks rising amid volatility tied to Iran-related geopolitical headlines. Treasury yields inched up on higher energy prices and firmer inflation expectations. Consumer spending remained resilient, though sentiment stayed subdued. For more key learnings, give our weekly market perspective a read.

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A successful exit is rarely about timing the market. It’s about the cumulative decisions made along the way. For business owners, that compounding effect can significantly influence value, taxes, and flexibility.

Reminder to register! Looking for a deep dive into the state of economy and key themes to watch for? Join us as Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, helps put recent volatility into context and understand the key forces shaping portfolio outcomes in the months ahead.
https://bit.ly/3OBK35y

Planning your retirement isn’t as simple as “save, stop, spend.” Let’s talk about what your retirement story could look like — and how to build it.

Check out this guide: 5 Smart Money Moves in Today’s Market. Then, let’s talk about your 2026 goals.

https://bit.ly/4e2PRPM

Now that you’ve filed your tax return, it’s time to fine‑tune your financial plan. Schedule a quick check-in, and we can review options such as saving, investing, or paying down debt.

Today we celebrate our planet and commit to a greener, brighter future.

Contact me to schedule a conversation tailored to your needs, whether you’re updating beneficiaries and titling, reviewing wills and trusts, or discussing how to document your wishes.

Markets rallied last week as easing Middle East tensions, lower oil prices, and strong early earnings lifted sentiment, pushing equities back toward record highs. Near-term volatility risks remain given ongoing geopolitical uncertainty and potential energy supply disruptions. Check out this week’s market perspective to learn more.

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