Lundblade Financial Group

Lundblade Financial Group Financial Planning
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U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the...
04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Monthly Market Insights | March 2026 U.S. and Canadian Markets U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East. Th...

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentime...
03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

Monthly Market Insights | March 2026 U.S. and Canadian Markets U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East. Th...

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1....
02/06/2026

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

Monthly Market Insights | February 2026 U.S. and Canadian Markets Stocks climbed in January as the tailwinds of solid economic data offset the headwinds of geopolitical tensions that rattled investors during the month. The Standard & Poor’s 500 Index advanced 1.37 percent, while the Nasdaq Composi...

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower in...
01/09/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

Quarterly Market Insights | January 2026 U.S. and Canadian Markets U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown. The Standard & Poor’s 500 I...

Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, c...
12/05/2025

Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, consumer sentiment, and rate uncertainty. While the Nasdaq slipped 1.51 percent, the S&P 500 held steady and the Dow inched up 0.32 percent. All eyes now turn to the Fed's final meeting of the year on December 9–10.

Monthly Market Insights | December 2025 U.S. Markets Stocks were mixed in November as a late-month rally almost clawed back losses from earlier in the month. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite declined 1.51 percent. The Dow Jones Industrial Average edged ...

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment str...
11/19/2025

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

It isn't whether you should have auto insurance - it's what kind you should have.
11/12/2025

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

October marked the sixth straight month of gains for U.S. markets, with the Nasdaq gaining 4.70% and the S&P 500 climbin...
11/07/2025

October marked the sixth straight month of gains for U.S. markets, with the Nasdaq gaining 4.70% and the S&P 500 climbing 2.27%, powered by strong Q3 corporate earnings that overcame government shutdown concerns and trade tensions. The Fed delivered a quarter-point rate cut on October 29, though Chair Powell signaled a December adjustment wasn't a "foregone conclusion." As families prepare for Thanksgiving, last year's feast for 10 averaged \$58.08, with the turkey alone representing 43% of the total cost at \$25.67.

Monthly Market Insights | November 2025 U.S. Markets Stocks advanced for the sixth consecutive month in October as major averages pushed through a government shutdown and trade jitters. Robust Q3 corporate results drove momentum over a month that is notorious for market declines. The Standard & Poor...

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
11/05/2025

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Have you used a junk-drawer approach to manage your investments?
10/29/2025

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.
10/22/2025

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Enter various payment options and determine how long it may take to pay off a credit card.

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to ...
10/15/2025

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Address

602 College Avenue, Suite 3
Clemson, SC
29631

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+18649864165

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