The Martin Worley Group

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.

09/03/2025

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset allocation, and consistent investing may help you navigate good times and challenging periods.

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

08/29/2025

Tax changes in 2026 go beyond brackets—they reshape tools that matter deeply to families supporting loved ones with special needs. With enhanced ABLE accounts, higher exemption thresholds, and time-sensitive giving strategies, now is the moment to reassess your plan. Get practical insights and action steps now.

Discover key 2026 tax changes affecting special needs planning, estate strategies, and charitable giving for successful families.

08/27/2025

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

08/20/2025

We are so very excited about our next chapter, and with Sequoia's help serving our clients even better than before!

/PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $27.6 billion in assets under management as of June 30,...

08/20/2025

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

08/13/2025

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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...

08/06/2025

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

07/30/2025

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

07/23/2025

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

07/16/2025

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.