Pearls of Wisdom AZ

07/27/2026

Markets moved lower last week as Middle East tensions weighed on sentiment. The S&P 500 fell 0.6%, while rising oil prices stoked inflation concerns, pushing Treasury yields higher and causing investors to reassess expectations for near-term Fed rate cuts despite resilient economic data and solid earnings. Dive into this week’s market perspective for more analysis and key takeaways.

07/24/2026

Variable annuities have become more competitive and when paired with the market, they could offer growth potential. Let's talk about how a variable annuity can support continued growth throughout retirement.

07/23/2026

I’m here to help you and your family think through caregiving responsibilities and potential long term care costs — proactively, not reactively. Let's connect.

07/23/2026

Whether that’s with a partner, chosen family, or the people who matter most to you. Contact me to book a midyear review.

07/23/2026

Discover what long-term care costs in your area. Compare it to national averages and start planning with real cost estimates.

Informal in-home help — Individuals who need help with activities of daily living (ADLs) are assisted by unpaid people at home. These people may be a spouse, partner or family member, a friend or neighbor.

07/22/2026

73% of women feel comfortable managing day-to-day money, but fewer feel the same about long-term planning. If the bigger picture feels harder to tackle, let’s check in to turn “someday” into a simple next step.

Source: 2025 MassMutual Women’s Financial Confidence Study

07/21/2026

Last week, markets moved lower as U.S.-Iran tensions and weakness in technology stocks offset softer inflation data. The S&P 500 fell 1.5%, while energy stocks surged alongside a 15.5% jump in oil prices and early Q2 earnings remained broadly positive. Learn more with this week’s market perspective and key insights.

07/21/2026

Reminder to register! Join Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, for a timely discussion on the economy and financial markets, including the key trends and forces shaping the investment landscape today.

Daken Vanderburg will discuss how economic growth has continued to hold up despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session will explore what a stronger-than-expected labor market and shifting Federal Reserve expectations mean for inves...

07/21/2026

Your hard work gave you your home, your savings, and all the goals you’re striving toward. Let’s connect to help you protect what matters most.

07/20/2026

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.

Even a high‑level plan can help reduce dependency, protect what you’ve built, and make future transitions smoother. Let’s start the conversation.