The Eppy Group, Finance Brothers

08/27/2025

The last thing you want is for a market downturn to set your retirement off on the wrong foot. Contact me to learn about ways you can protect your savings from the impacts of market loss.

Two families - two very different outcomes from their retirement planning. With the S&P 500® near historic highs, sequence of returns risk needs to be accoun...

08/25/2025

Markets rallied late last week after Fed Chair Jerome Powell signaled at Jackson Hole that a rate cut could come as early as September, boosting investor confidence. The S&P 500 ended modestly higher despite earlier weakness, while bond yields fell as futures priced in two cuts this year. Economic data was mixed, and retail earnings underscored resilient consumer spending, though inflation and labor market risks keep volatility on the radar. Check out this week’s market perspective for a detailed breakdown and more key insights.

08/21/2025

Discover four steps for helping turn sudden financial gains into lifelong wealth and security.
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08/20/2025

Let’s go over retirement solutions, like annuities, that can provide the certainty to ensure you’re content during your retirement.

08/19/2025

Last week, markets showed strength but remain sensitive to inflation trends and central bank signals. Stay informed of the recent trends and takeaways with this week’s market snapshot. Reach out with any questions or to chat about your portfolio.

08/12/2025

Last week, US equities rebounded strongly, led by technology and consumer discretionary stocks, with the S&P 500 gaining over 2% and the NASDAQ hitting a new record high. Be sure to check out this week's market snapshot for more key takeaways.

08/08/2025

Let’s talk about how to both protect and grow your nest egg with the option of guaranteed income for life.

08/07/2025

Are you in your peak earning years? Then it’s high time to get strategic with your income. Discover three smart strategies to consider.
https://bit.ly/40VfKK4

08/06/2025

There’s no reason to go it alone. Let’s talk about the tools and long-term strategies that can add stability to your retirement plan with guaranteed income.

08/05/2025

Last week, U.S. equity markets reversed sharply from record highs, with the S&P 500 and Nasdaq posting weekly losses of 2% to 3% amid rising volatility and macro uncertainty. Learn more about the key drivers with detailed breakdowns in this week's market perspective.

07/30/2025

Last chance to register! I’m inviting you to listen first-hand from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he gives a clear, calm perspective during uncertain times. Don’t miss out—your financial peace of mind matters. https://bit.ly/41lSbtV

07/29/2025

Last week, the S&P 500 and Nasdaq climbed to all-time highs, and a recent string of trade deals has led to decreasing uncertainty around US trade policy. Be sure to read this week’s market perspective for more key insights.