Payton Poche, Investment Advisor Representative

Last week’s market upswing was driven by favorable economic indicators, such as consistent signs of easing inflation and a positive surprise in retail sales. Learn about more highlights with our weekly market perspective and reach out with any questions.

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With recent market volatility, there is a lot of economic data coming this week to unpack. Read our weekly market perspective to learn more and let’s chat.

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As the saying goes, ‘It’s not what happens, it’s how you react.’ Check out the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s discuss what to make of the recent volatility.

Market volatility?! Two charts to help soothe investor worries | MassMutual Capital markets are alive and well, albeit likely to be a bit volatile from time to time in the near term.

Market ups and downs are inevitable. See how to protect yourself with four smart strategies for volatile times.

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The outcome of the presidential election is looking a bit like a coin flip, which can add uncertainty to market outlooks ahead of the November election. Learn more in our weekly market perspective and let’s talk.

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Which trends shaped the market last week? Check out our weekly market perspective to catch the highlights.

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I am excited to share that I have successfully completed the Retirement Income Certified Professional (RICP®) designation from the American College of Financial Services! This milestone reflects a year of dedicated study and signifies my expertise in retirement income planning. I look forward to applying this advanced knowledge to better serve my clients and help them achieve a secure and prosperous retirement.
Thank you for your support!

Life is unpredictable. Let’s talk about your “what happens if…?” questions.

Understanding your lifetime income is key to planning for the future. See how it adds up with our income calculator.

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To my fellow Americans – happy Independence Day! Cheers to the red, white, and blue.

With the first half of the year coming to an end, let’s take pause to reflect on what’s been shaping the markets. Check out the latest weekly market snapshot and reach out with any questions.

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Wishing all the wonderful dads out there a happy Father's Day!

Election years can be tricky, but my goal to keep you informed stays the same. Check out the latest market perspective of election years by Chief Investment Officer of Wealth Management, Daken Vanderburg, and reach out with any questions.

Do presidential elections impact markets? | MassMutual Here are four charts that may provide perspective amid the sometimes clamorous political rhetoric.

Diversification is key. While home values are up, the overall real estate sector has been trending down this year. What does this mean for your investments? Let’s discuss.

Has the Fed seen enough? Unemployment claims are climbing recently. Job openings and wage growth are both slowing down. Read more here and let’s discuss the impacts.

US weekly jobless claims hit highest level since August of 2023, though job market is still hot The number of Americans applying for unemployment benefits jumped to its highest level in more than eight months last week in another sign that the labor market may be softening.

Regardless of how you’ve chosen to save through the years, you’ll need an income solution that you can’t outlive. Let’s talk about how an income annuity can help support your retirement needs.

Annuities: How to Turn Retirement Savings into Retirement Income An income annuity can convert your savings or a pension-plan lump sum into a lifetime stream of income. Here are the basics on how annuities work and some points to consider before buying.

Travel, weddings, buying a new home. Spring is a time when you may have an increased need for liquidity. I can help you consider your options, from asset allocation to lending strategies. Let's connect.

Is increased investment risk on the horizon? Check out the newest market perspective by Chief Investment Officer of Wealth Management, Daken Vanderburg, to learn more.

Markets: Inflation and the money supplyg | MassMutual Keeping tabs on economic risks, including the stubborn inflation rate and rising loan payment delinquencies.

If your lifestyle means putting a hold on taking retirement income, an option that rewards waiting could be in your favor. Let’s talk about annuity options that can support your decision to wait.

Let’s explore strategies to enhance your portfolio’s tax efficiency so that next year, you’ll be better positioned to keep more of what you’ve earned.

Estate planning isn’t just for the ultra-wealthy. Take advantage of some gifting tax limits expiring at the end of the year. Let’s connect.

https://blog.massmutual.com/planning/estate-tax-sunset.

While technology stocks dominate the news, it’s important to maintain a diversified equity portfolio. In fact, according to Bloomberg, 10 of the 11 S&P sectors were positive the week of March 17, with real estate the only area to show a loss.

How did your portfolio do? Is it diversified enough to find opportunity however the market inevitably shifts? Let’s talk.

When it comes to your finances, what’s most important to you? Let’s discuss your priorities and how you can take steps toward accomplishing your goals.

Let's talk about how this new perk could help to support your child's future goals.

https://www.msn.com/en-us/money/retirement/529-plan-beneficiaries-can-look-forward-to-this-perk-in-2024/ar-AA1j4U0R.