Resonant Financial Planning

Resonant Financial Planning Financial Advisor for individuals, families and businesses. Jason Palmer, M.S., CFP® is the founder and president of Resonant Financial Planning.

He offers financial planning to families, individuals and businesses using a holistic, economics-based approach. Jason and his colleagues work in concert with clients to uncover their financial goals, review the present state of their financial health, identify financial blind spots, and design strategies to help address any shortfalls. They incorporate a wide variety of financial strategies and p

roducts and work closely with other professionals as they strive to be each clients' best financial resource. Insurance Licensed in: CA (License ), FL, IN, TX, UT, VA. Registered representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies. Resonant Financial Planning is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or a Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Resonant Financial Planning or Jason Palmer and have not been reviewed for completeness and accuracy. All further communications from this representative must be sent from and received by [email protected]. For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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.

Quarterly Market Insights | April 2026 U.S. and Canadian Markets Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors. The Dow Jones Industrial Average lost 3.58 percent while the Standard &...

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 ...

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...

U.S. markets surged in Q3, with the S&P 500 up nearly 8% and the Nasdaq leading with double-digit gains. Strong corporat...
10/07/2025

U.S. markets surged in Q3, with the S&P 500 up nearly 8% and the Nasdaq leading with double-digit gains. Strong corporate results, resilient consumer spending, and a long-anticipated Fed rate cut all fueled momentum. Globally, the MSCI EAFE Index rose over 4%, with China, Korea, and Japan posting standout performances. European markets were mostly positive, though Germany lagged.

Quarterly Market Insights | October 2025 U.S. Markets Stocks powered ahead in the third quarter as solid economic data, strong corporate results, and a positive shift in Fed policy drove market momentum. The Standard & Poor’s 500 Index advanced 7.79 percent while the Dow Jones Industrial Average g...

August ended strongly for U.S. markets, with the S&P 500 closing above 6,500 for the first time. A mix of slowing job gr...
09/05/2025

August ended strongly for U.S. markets, with the S&P 500 closing above 6,500 for the first time. A mix of slowing job growth and cooling inflation put the Fed’s next move in the spotlight as investors look ahead to the September meeting. And with football season kicking off, fans and advertisers are spending big to be part of the action.

Monthly Market Insights | September 2025 U.S. Markets Stocks posted a solid gain in August as investors eyed the Federal Reserve’s next move with interest rates. The Standard & Poor’s 500 Index advanced 1.91 percent, while the Nasdaq Composite rose 1.58 percent. The Dow Jones Industrial Average ...

July delivered big wins for U.S. markets as trade agreements and stellar Q2 earnings pushed the Nasdaq above 21,000 for ...
08/07/2025

July delivered big wins for U.S. markets as trade agreements and stellar Q2 earnings pushed the Nasdaq above 21,000 for the first time. While the Fed held rates steady, consumer spending powered the economy to 3% growth. Back-to-school season is here - families are expected to spend nearly \$39 billion getting kids ready for the new academic year.

Monthly Market Insights | August 2025 U.S. Markets Stocks rode the wave of trade developments and Q2 corporate results to advance last month, pushing market averages to multiple record highs. The Standard & Poor’s 500 Index gained 2.17 percent, while the Nasdaq Composite rose 3.70 percent. The Dow...

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, wit...
07/08/2025

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, with Korea and Japan excelling. European markets had mixed outcomes, with Germany and Spain leading. Economic signals were mixed: GDP contracted, job growth slowed, but durable goods orders surged while inflation trended lower.

Quarterly Market Insights | July 2025 U.S. Markets Markets rose in the second quarter as investors witnessed the new U.S. trade policy's impacts unfold, while tensions continued in the Middle East. The Standard & Poor’s 500 Index rose 10.57 percent, while the Nasdaq Composite climbed 17.75 percent...

Strong earnings and renewed trade momentum helped push stocks higher in May, with the S&P 500 flipping back into positiv...
06/05/2025

Strong earnings and renewed trade momentum helped push stocks higher in May, with the S&P 500 flipping back into positive territory for the year. Even a Fed pause and a credit downgrade couldn't stall the rally. The latest Market Insights explores the trends behind the gains and what could influence the second half of 2025.

Monthly Market Insights | June 2025 U.S. Markets Stocks notched solid gains in May as investors cheered progress on trade deals and upbeat first-quarter corporate reports. The Standard & Poor’s 500 Index gained 6.15 percent, while the Nasdaq Composite picked up 9.56 percent. The Dow Jones Industri...

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1225 E Fort Union Boulevard, Ste 350
Cottonwood Heights, UT
84047

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+18016761500

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