The Rand Group

On today's episode of Invested, we had the pleasure to speak with Catherine Canadeo: Health & Wellness. Catherine is a renowned wellness industry leader, board certified through the American Association of Drugless Practitioners. In our conversation with Catherine, we approach holistic planning that encompasses more than just our finances as well as the importance of being mindful of our health and its profound influence on our overall well-being and longevity. Tune in to learn how to pave the way for a better quality of life!

Listen Here: https://bit.ly/43ARg7S

From the surge in retail sales to the golden era of gold bars, explore the latest market trends in our weekly economic insights.

TRG Fast Facts Weekly data-driven insights on the markets and economy 1. Retail Sales to the Rescue Higher than expected retail sales and a softer inflation report have helped jittery investor sentiment this week. The S&P 500 and Nasdaq Composite posted their eight straight positive sessions on Aug. 19. The CBOE V...

With a vast majority recognizing its importance but few acting, the conversation around end-of-life care remains critical. Our article explores the importance of initiating these conversations early, helping to ensure your loved ones aren't left with difficult decisions. Learn how to start these vital discussions now.

Preparing for End-of-Life Care The best time to begin planning is often well before you think to do it It was more than 200 years ago that Benjamin Franklin decried: “In this world nothing can be said to be certain, except death and taxes.” Despite this inevitability, those who avoid planning for end-of-life care are in the m...

Markets rise with cooler inflation, rate cut expectations stabilize, and Boeing soars with new deliveries. Starbucks brews a leadership change, and Macy’s closure plans could reshape malls. Dive into our weekly data-driven insights for all this and more!

TRG Fast Facts Weekly data-driven insights on the markets and economy 1. Markets Up on Cooler Inflation Inflation slowing to a 3-year low lifted equity markets this week, with the Dow rising more than 200 points, the S&P 500 inching up .24% and the Nasdaq lagging a bit, losing .18% Wednesday. The Producer Price In...

The Rand Group is thrilled to announce Sarah Minakary, CFP® has been honored on the Forbes' 2024 Best-In-State List of Top Next-Gen Wealth Advisors! This year marks the fourth year Sarah has been recognized.
Read about it here: https://bit.ly/4cl832A

Navigating the economic waves? Our weekly insights cover everything from market swings to Olympic sprints.

TRG Fast Facts Weekly data-driven insights on the markets and economy 1. Equity Markets Clobber Investors A bruising start Monday to equity markets created sharp selloffs in all indices. The Nasdaq dropped 3.4%, the Dow an eye-popping drop of 1,033.99 points, and the S&P slid 3%. Tuesday saw a return in the green....

Market corrections are part of the investment journey. Our latest insight offers a historical perspective on market volatility and the power of long-term investing. Discover how staying invested through downturns can benefit from the recovery. Plus, get insights on our favorite investment themes in the current climate.

A History Lesson on Market Corrections Corrections Are Not Uncommon Occurrences In times of uncertainty, we find it best to zoom out, look at the bigger picture, and put everything into perspective. Markets have been performing extremely well as of late, well above long-term averages. As it stands, the S&P 500 is up nearly 12% year-to-da...

As we approach the anniversary of the Lahaina fires which brought unprecedented devastation to our Maui community, The Rand Group would like to take a moment to reflect on the incredible support we’ve received and the ongoing efforts to aid our recovery. We are overcome by the resiliency of the community and focus on renewal. We are deeply grateful to our clients, industry partners, and friends who responded with generosity and compassion.

Maui Recovers *Featured artwork by Maui Artist, Jim Kingwell. As we approach the anniversary of the August 8th, 2023 fires, which brought unprecedented devastation to our Maui community, The Rand Group would like to take a moment to reflect on the incredible support we’ve received and the ongoing efforts to aid...

From market trends to Delta’s woes and Olympic victories - we’ve got the updates for the first week of August 2024.

TRG Fast Facts Weekly data-driven insights on the markets and economy 1. Markets (Mostly) Back on the Decline Markets have been lackluster in the waning days of July. The S&P fell .5%, the Dow up .14% and Nasdaq fell into negative territory at -1.04% midday on Tuesday. Following last week’s tech selloff due to w...

From tech stocks taking a tumble to Gen X’s retirement worries, stay informed with our weekly economic roundup. Plus, how is AI helping combat credit card fraud? Find out more!

TRG Fast Facts Weekly data-driven insights on the markets and economy 1. After a Monday Head Fake, Market Drives Downward Rebounding from the sharp fall late last week, tech stocks helped the S&P 500 and Nasdaq climb higher on Monday. But that proved to be a head fake as Wednesday the market got pummeled by disapp...

Take control of your legacy. Discover the importance of choosing the right executor or trustee for your estate.

Choosing An Executor and/or Trustee Writing a will is a great way to legally document your plans for where your money will go when you die or become incapacitated, who will be in control of your estate, and who the beneficiaries will be. Additionally, for those who have chosen a trust instrument to control their assets, perhaps as par...

Navigate the financial waves with our weekly market insights! Discover why small caps are having their day and what’s next for interest rates. And don’t miss Messi’s trophy triumph!

TRG Fast Facts Weekly data-driven insights on the markets and economy 1. Small Caps Have Their Day The Dow rallied a huge, best in a year 700 points on Tuesday. Not to be left out, the Russell 2000 jumped 3% on more hopes of upcoming interest rate cuts. The S&P 500 added .64% and the Nasdaq squeaked in […]

Powell shares insights on the U.S. economy’s performance and the Fed’s dual mandate. With inflation slowing and the labor market cooling, both mandates are now in balance. The challenge now is to time the easing just right. Stay tuned for more insights from the Fed’s upcoming meetings.

Special Edition: Recent Data Has Increased Powell’s Confidence Powell Speaks at The Economic Club Jerome Powell spoke this week with David Rubenstein at the Economic Club of Washington D.C. Although coming with no market-moving comments, Powell shared insights into the Fed’s thinking regarding recent disinflation trends and U.S. economic activity, which we fo...

The Rand Group is thrilled to announce Paul Rand has been recognized among AdvisorHub’s 2024 “Advisors to Watch” for the second year! Congratulations to all who were recognized this year. Read about it here: https://bit.ly/3LtBbK4

Inflation cools, yields dip, and the S&P 500 retreats from record highs. Meanwhile, New Balance is making strides in the sneaker market. Get the full scoop in our weekly market and economy insights!

TRG Fast Facts Weekly data-driven insights on the markets and economy 1. Retreating From Highs Following the CPI reading, the S&P 500 retreated from its record high as investors rotated out of the big technology names like Nvidia, Microsoft and Meta. The S&P 500 fell 0.7%, while the Nasdaq pulled back 1.7%, after....

Thinking about relocating? Our latest piece offers valuable insights on the current remote work trends, financial considerations, and lifestyle factors to keep in mind when planning your next big move.

Interstate Relocation: Moving with Purpose and a Plan Since the COVID-19 pandemic, the standard of work has significantly changed. In today’s workforce, it is common for companies to have a hybrid structure or allow employees to work remotely full-time. This shift has given many workers the flexibility to live wherever they want, with some opting to ...

Dive into our weekly insights to discover how Tesla’s bounce back is driving record highs in the market, why ‘funflation’ is the new buzzword, and what’s behind the summer surge in oil prices. Plus, get the lowdown on July 4th travel predictions!

TRG Fast Facts Weekly data-driven insights on the markets and economy 1. A New Record Stocks rose Tuesday as Federal Reserve Chair Jerome Powell noted progress on inflation. The S&P 500 gained 0.62%, ending at 5,509.01 and marking its first close above the 5,500 threshold. The Nasdaq jumped 0.84% to end at 18,028....

Lost in a sea of paperwork? Discover how to navigate the chaos with our practical guide. Learn what to keep, what to discard, and how to organize your important documents.

Following the Paper Trail A Practical Guide to Organizing Important Documents Storing your legal and financial documents efficiently can help you prepare to meet life’s challenges—from paying bills to filing taxes, enrolling a child in school to estate planning, and everything in between. Understanding what you can disca...

Discover how AI impacts the market, the future of power demand, and meet the 16-year-old sprint sensation turning heads at the U.S. Olympic Team Trials. Stay informed with TRG Fast Facts!

TRG Fast Facts Weekly data-driven insights on the markets and economy 1. Minor Movement The S&P 500 was up just 0.1% Thursday as investors looked ahead to fresh inflation data for clues as to when the Federal Reserve will begin to lower interest rates. The Nasdaq added 0.3% while the Dow Jones gained 112 points, o...

On today's episode of Invested, we had the great opportunity to speak with Alex Wright of Apollo Global Management, Inc., Alex is a Partner and Global Wealth Strategist in the Client and Product Solutions group at Apollo. In this episode, we continue our exploration of Alternative Investments and focus specifically on private debt. Listen in to learn about the differences between public and private debt, ways investors can allocate to it and why they choose to do so.


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From the rise of the markets to the cooling real estate competition, get your weekly dose of economic insights. Stay informed, stay ahead.

TRG Fast Facts Weekly data-driven insights on the markets and economy 1. Upside Glide Markets hit yet more records on Tuesday, with the S&P rising 0.25% to close at 5,487.03. It also nearly closed at its intraday all-time high of 5,489.57 during the session. The Nasdaq managed to eke out an increase of 0.03% to 17...

Graduation is a milestone, but it also means it’s time to start repaying student loans. Feeling overwhelmed? Our latest article answers the top 5 questions about federal student loans. Get informed and take control of your financial future!

Understanding Federal Student Loan Repayment The 5 Questions New Graduates Often Ask Upon receiving a college diploma, you feel a mix of excitement, pride, and optimism for the future. However, the less thrilling part of graduating is receiving emails from your federal student loan provider reminding you it’s time to start repaying your loan...

Get your weekly snapshot of economic insights: S&P 500 stays strong, inflation surprises, and job growth exceeds expectations. Don’t miss Apple’s AI leap and the upcoming Paris 2024 Olympics.

TRG Fast Facts Weekly data-driven insights on the markets and economy 1. Hovering Near Records On Thursday, the S&P 500 fell a marginal 0.2% Thursday but remained near record levels as investors weighed the recent encouraging inflation data. The Nasdaq advanced 0.2%. The Dow Jones slipped 264 points, or 0.7%. The....

Concerned about health care costs in retirement? Join us as we break down Medicare, insurance, and long-term care. Plan your retirement with confidence!

Health Care and Your Retirement Planning for health care costs in retirement can be daunting. The terminology and options related to Medicare alone can be confusing, and the inherent uncertainty around your health and longevity makes it difficult to pinpoint how much you will need to spend out of pocket.   What does Medicare cove...

From record-breaking market highs to global interest rate cuts, and from the changing landscape of diamond demand to the rise of summer road trips - we’ve got it all covered in this week’s TRG Fast Facts!

TRG Fast Facts Weekly data-driven insights on the markets and economy 1. Record Week The S&P 500 hit a new record on Wednesday, rising 1.18% to close at 5,354.03. It also hit a new intraday all-time high of 5,354.16 during the session. The Nasdaq similarly rose to a new record, climbing 1.96% to 17,187.90. Meanwhi...

Longer life expectancy means rethinking retirement. Make sure your home, career, and investments are ready for the future. How prepared are you for a long, fulfilling life?

Living Longer Means Rethinking Retirement and Careers “May you live as long as you want, and never want as long as you live,” goes a traditional Irish saying. With average life expectancy trending up, many more people are enjoying the first part of that blessing. Others find themselves happily retired but going through savings faster than anticipat...

Key developments in the markets and economy this week highlight significant trends and regulatory changes. Stay updated with our bite-sized weekly insights.

TRG Fast Facts Weekly data-driven insights on the markets and economy 1. Pressure’s On Stocks slid Wednesday as pressure from rising Treasury yields outweighed a continued rally in Nvidia. The Dow Jones fell 411.32 points, or 1.06%, to 38,441.54. Its first negative session of the last three, the S&P 500 dipped 0...

Election Year Market Tips for Investors: Elections create market noise and uncertainty, but staying invested is key. Avoid biases and focus on long-term gains. Historical trends show markets rise over time, regardless of political outcomes. Rely on your advisor and stick to your plan.

Staying Invested Through Election Years Leave Your Political Opinions at the Polls Many people often feel uneasy about investing during election years. Soundbites from debates and polls fill the airwaves making it difficult to decipher what may or may not impact the markets. This uncertainty tends to drive heightened emotions and biases f...

Navigating the economic waves! Whether it's tech giants scaling new heights or retail adapting to new realities, we bring you the detailed scoop. Dive into this week’s insights!

TRG Fast Facts Weekly data-driven insights on the markets and economy 1. Mixed Bag On Thursday, the Dow Jones was last down 600 points, or 1.5%, putting it on track for its biggest one-day loss since April 30. Boeing was the biggest laggard in the Dow, falling 6.7%. The S&P 500 and Nasdaq dipped 0.7% and 0.4%, res...

Are you ready for retirement? Understanding Required Minimum Distributions (RMDs) is key to managing your finances and taxes. Learn how RMDs are calculated, their tax implications, and strategies to help optimize them. Our latest article breaks it all down.

Understanding Required Minimum Distributions (RMDs) and How to Plan for Them You’ve spent the last several decades responsibly saving as much as possible in a tax-efficient manner, including by contributing to your tax-deferred accounts. Now it’s finally time to enjoy your retirement, but a new, possibly daunting era of managing cash flow and taxes awaits. An important s...