Equity Planning Inc.

Labor Day marks the unofficial end of summer, so we hope you enjoy the long weekend.🌞👓🍦
The markets are closed September 2 to observe the day, and Equity Planning, Inc. will be closed as well.

If you’ve been married, you could be eligible to claim Social Security spousal or survivor benefits during your retirement. Find out what you need to know.

https://www.equityplanning.com/insights/blog/understanding-social-security-spousal-and-survivor-benefits-for-retirement/

Transporting back to three weeks ago, even the most optimistic of bulls wouldn’t have predicted we’d now be less than 1% away from another S&P 500 all-time high. But here we are. What sparked the rally? Find out in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-sp-500-approaches-all-time-high-as-fed-pivots-at-jackson-hole/

The S&P 500 bounced back last week, having its best week of the year. The bull market remains, but could we see more volatility this year? Learn more in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-sp-500-has-best-week-of-the-year-as-recession-fears-fade/

Last week’s market volatility had many investors wondering whether this is the sign of more bad things to come. The Carson Investment Research Team has addressed 10 of the biggest talking points to help you better understand the situation.

https://www.equityplanning.com/insights/blog/10-talking-points-about-the-recent-volatility/

Last week was anything but calm for stocks. Monday was the worst day since September 2022, while Thursday was the best day since November 2022. What was behind all the ups and downs? Find out in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-up-and-down-week-leaves-the-sp-500-near-flat/

Should you claim Social Security benefits as soon as you’re eligible? Wait as long as possible? Or somewhere in between? Our guide can help you decide.

https://pages.equityplanning.com/aoiAAC_resource?guidekey=when-should-i-start-claiming-social-security&_gl=1*p9lo2a*_ga*NTI0MTI5MDQxLjE3MjEzMTg0MDU.*_ga_KX7HX8B370*MTcyMjk2ODUyNC4zNS4xLjE3MjI5Njk1NzYuMC4wLjA.&_ga=2.159270586.1484041955.1722881710-524129041.1721318405

Social Security benefits are taxable?!? Yes, but there are strategies to help minimize the impact. Learn more in our latest blog.

https://www.equityplanning.com/insights/blog/yes-social-security-income-is-taxable-but-yours-doesnt-have-to-be/

Washington drama. Geopolitical risks. Renewed concerns about a slowing economy. Worries are building for investors, but all is far from lost. Read more about it in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-risks-increase-but-dont-overreact-to-the-turbulence/

The S&P 500 fell for the second consecutive week. But we think there’s still plenty of life left in this bull market. Why? Read our Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/category/market-investments/

Business succession planning is more complex than it may seem, and several details can slip through the cracks. Our Business Success Planning Checklist walks you through the process, from clarifying your vision to assessing your valuation.

https://pages.equityplanning.com/aoiAAC_resource?guidekey=business-succession-planning-checklist&_gl=1*stocwa*_ga*NTI0MTI5MDQxLjE3MjEzMTg0MDU.*_ga_KX7HX8B370*MTcyMTMxODQwNC4yNi4xLjE3MjEzMTg0MDkuMC4wLjA.&_ga=2.160286781.1462074523.1721318405-524129041.1721318405

Small business owners wear a lot of hats. We share helpful ways to juggle your business’s many financial planning needs.

https://pages.equityplanning.com/aoiAAC_resource?guidekey=small-business-owners&_gl=1*xsf95w*_ga*MTE5ODMwODI3NS4xNzE1Mjg2MDcy*_ga_KX7HX8B370*MTcyMTMxNDY4MS4yNS4xLjE3MjEzMTQ5MjEuMC4wLjA.&_ga=2.181659047.1087770742.1721314681-1198308275.1715286072

Carson Investment Research has released its Midyear Outlook: Eyes on the Prize. Get all the details and download your copy of the whitepaper in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-carson-investment-research-releases-midyear-outlook-2024-eyes-on-the-prize/

After gaining close to 5% in May, the S&P 500 had another very solid month in the usually weak month of June. Get all the details in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/category/market-investments/

Happy Independence Day! All the best as you enjoy the sunshine, fireworks, food and family. In observance, Equity Planning, Inc and the markets will be closed Thursday, July 4.

A good first half historically has typically been followed by an above-average second half.
But could that happen this year? Learn more in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-a-good-first-half-for-stocks-may-bode-well-for-the-second-half/

The amazing bull market continues, and 2024 is turning into one of the better starts to a year ever. What could happen next? Learn more in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-spring-rally-extends-into-summer/

The rally has continued, with the S&P 500 higher seven out of the last eight weeks after pulling back in April. What could happen next? Find our short- and long-term views in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-earnings-in-the-long-run-and-short/

Summer rallies are quite normal in an election year. Could anything disrupt the rally this year? Find out in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-the-summer-rally-continues-amid-strong-job-gains/

Historically speaking, June isn’t a very good month for stocks. Heck, in the past 20 years only September has been worse. Could we see a “June Swoon” this year? We don’t think so. Find out why in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-why-we-dont-expect-a-june-swoon/

Stocks had another solid week, and the S&P 500 is now up more than 5% in May with a few days to go. The mild pullback in April is behind us, and the summer rally we’ve been expecting is likely taking place. Learn more in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-summer-rally-may-be-underway/

We hope Memorial Day serves as a time to slow down and appreciate the freedoms our military members paid the ultimate sacrifice to defend. The markets and Equity Planning Inc. office will be closed Monday to observe the holiday.

When is the best time to pass your wealth on to the next generation? That depends on your goals. Our “Guide to Gifting to Your Heirs” explores the questions and potential tax implications for you and your loved ones.

https://rb.gy/m1vckc

When should you start worrying about setting up an estate plan? Our latest blog covers everything you need to know about when and how to begin estate planning.

https://www.equityplanning.com/insights/blog/when-should-i-start-worrying-about-putting-together-my-estate-plan/

For the first time ever, the Dow Jones Industrial Average closed above 40k. What could this mean for investors? Learn more in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-dow-hits-40000-as-inflation-numbers-improve/

April is usually a bullish month, but this time the S&P 500 fell 4.2% (including a 5.5% mild correction mid-month). Should investors be concerned? Learn more in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-7-reasons-the-bull-market-is-alive-and-well/

Get ready to hear a lot about the worst six months of the year, also known as the “sell in May” period. But could this year buck this historical trend? Read our take in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-is-sell-in-may-still-relevant/

The escalating tension between Israel and Iran has many investors worried about what could happen next. Although we won’t pretend to know the answer, we examine historical data for clues in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-a-closer-look-at-the-stock-markets-reaction-to-major-geopolitical-events/

After a five-month winning streak, stocks fell last week after news on inflation and the Middle East. Should investors expect more volatility? Find out in the Weekly Market Commentary.

https://www.equityplanning.com/insights/blog/market-commentary-markets-react-to-inflation/

Market Commentary: Markets React to Inflation — Equity Planning, Inc. Read more aboutMarket Commentary: Markets React to Inflation from Equity Planning, Inc.. With Equity Planning, Inc., money doesn't have to be complicated.

It is a privilege to be named Forbes Best In State Wealth Advisors 2024 for the third year in a row.
I am grateful for valued clients and the Equity Planning Team who made this achievement possible.