Professional Planning & Wealth

Professional Planning & Wealth Advisory Services offered through Triad Hybrid Solutions, LLC, a registered investment advisor.

Securities offered through Triad Advisors, LLC, a Member FINRA/SIPC. Professional Planning & Wealth and Triad Advisors, LLC are not affiliated. We are a privately owned firm that provides financial advice and management for individuals, families, and businesses across the Southeast. Our team is passionate about people and we are committed to providing solutions in a personal, professional, and eth

ical manner for all of our clients. Contact us today to join our Professional Planning & Wealth family.
πŸ–πŸ”πŸ’-πŸ”πŸπŸ”-πŸ’πŸ‘πŸ–πŸŽ 𝐒𝐧𝐟𝐨@𝐩𝐫𝐨𝐩π₯𝐚𝐧𝐰𝐞𝐚π₯𝐭𝐑.𝐜𝐨𝐦

05/17/2026

πŸ“Š Inflation is heating back up again.

The latest CPI report came in hotter than expected:
πŸ‘‰ Headline CPI: 3.8% YoY
πŸ‘‰ Core CPI: 2.8% YoY

And markets are paying attention πŸ‘€

β›½ Consumers are still feeling pressure:
From gas prices to everyday expenses, inflation remains sticky across much of the economy.

πŸ“ˆ Meanwhile, bond yields continue climbing:
β€’ The 2-year Treasury is near 4%
β€’ The 20- and 30-year yields are approaching 5%

πŸ’‘ Here’s the big shift:
Markets started the year expecting rate cuts…

Now?
There’s growing belief the Fed may keep rates higher for longer β€” and could even hike again.

⚠️ That creates a tricky setup:
β€’ Bonds don’t love potential easing
β€’ Stocks don’t love tighter policy
β€’ And any major move could increase volatility

πŸ€– Macro analysts are also pointing to strong credit growth and resilient economic activity as reasons the Fed may stay cautious.

πŸ‘€ The takeaway:
Inflation is still the story.

And understanding what tends to work during inflationary environments may matter more than ever in the months ahead.

05/14/2026

πŸ“Š Inflation is heating back up again.

The latest CPI report came in hotter than expected:
πŸ‘‰ Headline CPI: 3.8% YoY
πŸ‘‰ Core CPI: 2.8% YoY

And markets are paying attention πŸ‘€

β›½ Consumers are still feeling pressure:
From gas prices to everyday expenses, inflation remains sticky across much of the economy.

πŸ“ˆ Meanwhile, bond yields continue climbing:
β€’ The 2-year Treasury is near 4%
β€’ The 20- and 30-year yields are approaching 5%

πŸ’‘ Here’s the big shift:
Markets started the year expecting rate cuts…

Now?
There’s growing belief the Fed may keep rates higher for longer β€” and could even hike again.

⚠️ That creates a tricky setup:
β€’ Bonds don’t love potential easing
β€’ Stocks don’t love tighter policy
β€’ And any major move could increase volatility

πŸ€– Macro analysts are also pointing to strong credit growth and resilient economic activity as reasons the Fed may stay cautious.

πŸ‘€ The takeaway:
Inflation is still the story.

And understanding what tends to work during inflationary environments may matter more than ever in the months ahead.

04/30/2026

πŸ“Š Earnings season is off to a monster start.
And the numbers?
They’re hard to ignore πŸ‘‡
πŸ“ˆ So far:
β€’ ~1/3 of S&P 500 companies have reported
β€’ 86% are beating expectations
β€’ With an average surprise of over 12%
πŸ’‘ That’s massive.
πŸ“Š Even more impressive:
Sales growth is running around 10% year-over-year β€” showing strong demand across the board.
πŸ€– And then there’s AI…
Productivity is accelerating at one of the fastest paces in decades.
πŸ‘‰ Revenue per employee in the U.S. is up over 10% YoY
πŸ‘‰ Far outpacing the rest of the world
βš™οΈ Translation:
Companies are becoming more efficient and growing at the same time.
⚠️ The big question:
Will the rest of the world catch up as AI adoption spreads?
πŸ‘€ The takeaway:
Despite all the noise in the headlines…
The underlying data is pointing to a surprisingly strong environment for corporate profits.

04/30/2026

πŸ“Š Earnings season is off to a monster start.
And the numbers?
They’re hard to ignore πŸ‘‡
πŸ“ˆ So far:
β€’ ~1/3 of S&P 500 companies have reported
β€’ 86% are beating expectations
β€’ With an average surprise of over 12%
πŸ’‘ That’s massive.
πŸ“Š Even more impressive:
Sales growth is running around 10% year-over-year β€” showing strong demand across the board.
πŸ€– And then there’s AI…
Productivity is accelerating at one of the fastest paces in decades.
πŸ‘‰ Revenue per employee in the U.S. is up over 10% YoY
πŸ‘‰ Far outpacing the rest of the world
βš™οΈ Translation:
Companies are becoming more efficient and growing at the same time.
⚠️ The big question:
Will the rest of the world catch up as AI adoption spreads?
πŸ‘€ The takeaway:
Despite all the noise in the headlines…
The underlying data is pointing to a surprisingly strong environment for corporate profits.

04/26/2026

πŸ“ˆ Markets are back at all-time highs…

And the big question is:
β€œShould I even be investing right now?”

πŸ€” It’s a common concern β€” but the data tells a different story.

πŸ“Š Historically:
Investing at all-time highs has produced similar returns to investing on any other day.

πŸ‘‰ Translation:
All-time highs alone aren’t a good reason to stay out of the market.

πŸ’‘ What actually matters?

πŸ“ˆ Earnings β€” and they keep rising.
That’s one of the strongest long-term drivers of stock prices.

⚑ Plus, from a technical standpoint:
We’ve just seen a rare surge in momentum β€” including 3 consecutive weeks of 3%+ gains.

Historically?
That’s been followed by strong forward returns.

⚠️ Of course, risks remain:
Geopolitics and oil prices still matter.

πŸ‘€ But the bigger picture:
If earnings continue higher and oil stabilizes…

There may still be more room to run.

04/24/2026

πŸ“ˆ Markets are back at all-time highs…

And the big question is:
β€œShould I even be investing right now?”

πŸ€” It’s a common concern β€” but the data tells a different story.

πŸ“Š Historically:
Investing at all-time highs has produced similar returns to investing on any other day.

πŸ‘‰ Translation:
All-time highs alone aren’t a good reason to stay out of the market.

πŸ’‘ What actually matters?

πŸ“ˆ Earnings β€” and they keep rising.
That’s one of the strongest long-term drivers of stock prices.

⚑ Plus, from a technical standpoint:
We’ve just seen a rare surge in momentum β€” including 3 consecutive weeks of 3%+ gains.

Historically?
That’s been followed by strong forward returns.

⚠️ Of course, risks remain:
Geopolitics and oil prices still matter.

πŸ‘€ But the bigger picture:
If earnings continue higher and oil stabilizes…

There may still be more room to run.

04/17/2026

πŸ“‰ March was volatile β€” no question.

🌍 Geopolitical tensions shook markets…
But since the March 30th low, things have changed.

πŸ“Š Volatility has dropped sharply β€” one of the biggest 2-week declines on record.

Historically?
That’s often been followed by strong returns πŸ“ˆ

πŸ’‘ Even more interesting:
The entire Iran-related sell-off has now been erased.

πŸš€ The S&P 500 has gone from negative on the year…
πŸ‘‰ Back to positive
πŸ‘‰ And not far from all-time highs

⚠️ Still, there are mixed signals:
Some technical patterns remain inconclusive, and gaps like this can always get filled.

πŸ“ˆ But under the surface:
β€’ Market breadth is strong
β€’ Transports, small caps, and emerging markets are still holding up
β€’ Even some major tech names are trading at more attractive valuations

πŸ‘€ The takeaway:
Momentum is improving β€” but the next move will depend on how the data and headlines evolve.

Definitely a critical stretch for markets right now.

04/16/2026

πŸ“‰ March was volatile β€” no question.

🌍 Geopolitical tensions shook markets…
But since the March 30th low, things have changed.

πŸ“Š Volatility has dropped sharply β€” one of the biggest 2-week declines on record.

Historically?
That’s often been followed by strong returns πŸ“ˆ

πŸ’‘ Even more interesting:
The entire Iran-related sell-off has now been erased.

πŸš€ The S&P 500 has gone from negative on the year…
πŸ‘‰ Back to positive
πŸ‘‰ And not far from all-time highs

⚠️ Still, there are mixed signals:
Some technical patterns remain inconclusive, and gaps like this can always get filled.

πŸ“ˆ But under the surface:
β€’ Market breadth is strong
β€’ Transports, small caps, and emerging markets are still holding up
β€’ Even some major tech names are trading at more attractive valuations

πŸ‘€ The takeaway:
Momentum is improving β€” but the next move will depend on how the data and headlines evolve.

Definitely a critical stretch for markets right now.

04/08/2026

πŸ“Š Earnings season is about to begin… and the market is sending mixed signals.

πŸ“‰ On the surface:
The S&P 500 has slipped below key levels β€” not typically a bullish sign.

πŸ“ˆ But underneath?
There are some encouraging developments:
β€’ More companies are raising guidance than lowering it
β€’ Equal-weight indices are starting to show higher highs and higher lows
β€’ Transports, small caps, and emerging markets are all trending positive

πŸ’‘ Even mid caps and mid cap tech are showing strength β€” a sign that participation may be broadening.

⚠️ That said:
Rate cut expectations remain low, largely due to elevated oil prices β€” which could keep pressure on certain areas of the market.

πŸ‘€ The big takeaway:
Not everything is negative right now.

Earnings over the next few weeks could help clarify where things are headed next.

πŸ“… Definitely a key moment to watch.

04/08/2026

πŸ“Š Earnings season is about to begin… and the market is sending mixed signals.

πŸ“‰ On the surface:
The S&P 500 has slipped below key levels β€” not typically a bullish sign.

πŸ“ˆ But underneath?
There are some encouraging developments:
β€’ More companies are raising guidance than lowering it
β€’ Equal-weight indices are starting to show higher highs and higher lows
β€’ Transports, small caps, and emerging markets are all trending positive

πŸ’‘ Even mid caps and mid cap tech are showing strength β€” a sign that participation may be broadening.

⚠️ That said:
Rate cut expectations remain low, largely due to elevated oil prices β€” which could keep pressure on certain areas of the market.

πŸ‘€ The big takeaway:
Not everything is negative right now.

Earnings over the next few weeks could help clarify where things are headed next.

πŸ“… Definitely a key moment to watch.

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