Todd M.Hoffman, CFP, CPM, Wealth Advisor-Steward Partners Global Advisory

09/03/2026

Watch Our Newest Episode of HPWG Market Insights: https://ow.ly/BLxi50ZIRNz

Exploring interest rates, inflation, and market sectors this fall.

As summer winds down, the conversation shifts back to the markets, and there’s a lot to unpack this September. Jenna Makras, alongside Todd Hoffman, dives into the current economic landscape, marked by changing interest rates and significant market movements.

Looking ahead, Todd advises investors to keep an eye on oil prices, labor market reports, and the Consumer Price Index (CPI) leading up to the Fed's September meeting.

"The market remains constructive, and I believe we will have a strong finish to the year." — Todd Hoffman

The overarching message is one of cautious optimism, with a focus on identifying solid businesses and managing risk in a fluctuating market.

As we transition into fall, staying informed and adaptable will be key. For a deeper dive into these insights and more, listen to the full episode of the Hoffman Private Wealth Group podcast.

08/12/2026

In an affordability crunch, social media's viral "maxxing" trend could lead to long-term financial security.

In an affordability crunch, social media's viral "maxxing" trend could lead to long-term financial security.

08/10/2026

Recent market fluctuations highlight the importance of a solid financial strategy. With tech giants like Amazon and Microsoft shaking up investor confidence, it's crucial to stay informed. Let's discuss how these trends can shape your financial future.

The major averages rose on Friday, but the Dow Industrials was the only index to post monthly gains in July.

08/04/2026

HPWG Podcast August 2026: Moves to Protect Gains, Earnings Season, Buying Opportunity in Technology?

In this episode, Todd Hoffman and Jenna Makras discuss the key market developments in August, including geopolitical tensions, earnings season insights, and the outlook for AI and technology stocks. They explore how these factors influence investment strategies and market sentiment.

View here: https://todd-hoffman.stewardpartners.com/.72.htm

07/24/2026

In today's fast-paced financial landscape, the key to success lies in recognizing opportunities that others overlook. Just look at Taylor Swift's wedding—a New York artist turned trash into treasure! 🌟

In investing, it’s about seeing beyond headlines. Luke Lango's insights showcase how the best investors identify hidden gems, like Howmet Aerospace. 📈💡

Join me in exploring these untapped investment strategies and start planning your financial future wisely!

There are few fan bases as passionate as Taylor Swift's. So, when she recently married Travis Kelce at Madison Square Garden in New York, it shouldn’t surprise you that someone found a way to make money from the event. What may surprise you is how.

07/22/2026

Navigating travel options can be overwhelming. As airlines compete on safety, luxury, and reliability, stay informed! This article breaks down the top carriers of 2026—essential reading for your next international journey! ✈️📈

07/21/2026

Exciting shifts are underway at the Fed with Kevin Warsh leading an ambitious overhaul of policy practices. This could have significant implications for your financial future—let's discuss!

The first big announced changes point toward a quiet revolution, with task forces set up to rethink virtually everything done at the Fed.

07/20/2026

Hobbies should bring joy, not financial stress. As costs rise for activities like golf, camping, and gaming, it's crucial to reassess how we indulge. Explore these insights and join the conversation on balancing passion with financial planning!

Many Americans are giving up hobbies as rising costs make once-affordable pastimes harder to enjoy. Reddit users share which alternatives have become too costly and how they're adapting to keep doing ...

03/03/2026

HPWG Podcast March 2026: Markets Are Moving — Here’s What Investors Should Know

Markets have been anything but calm lately — and this weekend’s geopolitical developments have only added to the uncertainty.

In this episode of the Hoffman Private Wealth Group Podcast, Wealth Managers Todd Hoffman and Jenna Makras discuss the current state of the markets, including volatility, economic indicators, and international market performance. They also touch on political influences affecting the financial landscape and provide insights into their investment strategies moving forward.

In this episode, we cover:

• What the Middle East conflict could mean for markets
• Why this volatility is normal — not a reason to panic
• How AI is quietly reshaping market leadership
• Why we’re trimming past winners to fund future ones
• Where new opportunities may be emerging
• Our outlook on rates, bonds, and economic growth
• Why staying disciplined matters in uncertain markets

Click here to watch: https://ow.ly/YUec50YoJw0

10/05/2025

HPWG October Market Update: Can This Be the Launchpad for a Year-End Rally?

September defied the odds with the strongest performance since 2010 — but October is already testing investors with Fed moves, a government shutdown, and earnings season on deck.

In this month’s Hoffman Private Wealth Group Podcast, Todd and Jenna break down what these shifts mean for portfolios, where the real opportunities lie, and why volatility might actually be your best friend heading into year-end.

Click here to watch the latest episode - https://ow.ly/8EER50X6aZF

Disclosures: https://ow.ly/WBmW50X5RL8