Your Weekly Market Recap & Outlook compiled by Goldstone Chief Investment Officer, Matthew Rice, CFA, CAIA. The S&P 500 extended its winning streak to 8 consecutive weeks as investors continued pushing through inflation concerns, elevated bond yields, and ongoing uncertainty surrounding Federal Reserve policy in 2026. At the same time, strong corporate earnings — particularly within technology and artificial intelligence sectors — have continued supporting broader market momentum. For retirement-focused investors, today’s environment reinforces the importance of maintaining a long-term investment strategy while remaining mindful of interest rate risk, inflation pressures, and portfolio positioning. This week’s market recap explores: • The recent stock market rally and investor sentiment • How Treasury yields and interest rates continue affecting retirement planning • The role of AI and technology earnings in market performance • Important themes investors may want to monitor moving forward Read the full article here: goldstonefinancialgroup.com/… #MarketOutlook #SP500 #FederalReserve #RetirementPlanning #WealthManagement #FinancialPlanning #InvestmentStrategy #ArtificialIntelligence #EconomicOutlook #MarketVolatilit

This Memorial Day, we remember and honor the brave men and women who made the ultimate sacrifice in service to our country. We would also like to extend a special tribute to our clients and their families who have served. Your dedication, commitment, and contributions are deeply appreciated. As we spend time with family and loved ones this Memorial Day, we reflect with gratitude and remember those whose courage and selflessness made so much possible. From all of us at Goldstone Financial Group, we wish you a peaceful Memorial Day.

Global events can ripple through financial markets quickly, especially when energy prices and geopolitical tensions are involved. Phillip Shaw, CFP®, Senior Advisor at Goldstone Financial Group, joined WGN Radio this week to discuss how the recent conflict involving Iran and Israel could influence oil prices, inflation expectations, and short-term market movement. In the conversation, Phillip explains why markets often react sharply in the early stages of geopolitical events, particularly when disruptions to energy supply are possible. He also discusses how changes in oil prices can feed into inflation, the continued uncertainty surrounding tariffs and trade policy, and why businesses and investors alike tend to seek consistency when making long term decisions. Phillip also shares an important reminder for investors: Market reactions to major headlines can feel dramatic in the moment, but history shows that these periods of volatility often fade as fundamentals reassert themselves over time. Watch the full WGN Radio interview to hear Phillip’s perspective on how geopolitical developments, tariffs, and oil markets may influence the broader economic outlook: youtu.be/b2Dxdie8YLs #GoldstoneFinancialGroup #WGNRadio #MarketVolatility #Investing #EconomicOutlook #FinancialPlanning

A Supreme Court ruling can feel distant until it starts affecting pricing, supply chains, and business planning at the local level. Following the Supreme Court’s ruling limiting the President’s authority to impose many tariffs, Matt Rice, Chief Investment Officer at Goldstone Financial Group, CFA, CAIA, joined @cbschicago to discuss what this could mean for businesses and consumers here in Chicago. The conversation focuses on how tariff policy influences operating costs, inventory decisions, and consumer pricing, and how shifts in trade policy can ripple through markets even before new legislation is finalized. For business owners, investors, and retirees, understanding how policy changes translate into economic impact is essential. Watch the full CBS interview to hear Matt’s perspective: youtube.com/watch?v=hu9NZ881… #GoldstoneFinancialGroup #InvestmentStrategy #EconomicPolicy #MarketInsight #SupremeCourt

The economy is sending mixed signals, and not everyone is experiencing it the same way. Last Friday on @WGNRadio, Phillip Shaw, CFP®, Senior Advisor at Goldstone Financial Group, discussed why economic data can look strong on the surface while many individuals and families feel uncertainty in their day-to-day financial decisions. The conversation explored how market gains driven by artificial intelligence differ from broader economic participation, why employment trends vary sharply by age and career stage, and how interest rate expectations continue to influence planning decisions. Phillip also shared perspective on tax withholding, high-interest debt, and why financial choices often look very different depending on where someone is in life. Rather than focusing on predictions, the discussion emphasizes understanding context and recognizing how large economic forces translate into practical decisions around work, saving, and retirement. Listen to the full interview for Phillip’s insights and perspective here: youtube.com/watch?v=8iTU2tH3…

It’s #MoneyMythMonday!💰 Each week, we’re breaking down common retirement myths and sharing the truth to help you make informed decisions about your financial future. Your retirement is worth planning, worth protecting, and worth understanding. 💡 Want to learn more about strategies tailored to your unique situation? 📲 Schedule your complimentary appointment with an advisor at Goldstone Financial Group today: goldstonefinancialgroup.com/… #GoldstoneFinancialGroup #MoneyMyths #Retirement #RetirementPlan

It’s #MoneyMythMonday!💰 Each week, we’re breaking down common retirement myths and sharing the truth to help you make informed decisions about your financial future. Your retirement is worth planning, worth protecting, and worth understanding. 💡 Want to learn more about strategies tailored to your unique situation? 📲 Schedule your complimentary appointment with an advisor at Goldstone Financial Group today: goldstonefinancialgroup.com/… #GoldstoneFinancialGroup #MoneyMyths #Retirement #Annuities

Markets are shifting — from AI stocks to year-end tax moves. 📈 Phillip Shaw, CFP® and Senior Advisor at Goldstone Financial Group, joined @WGNRadio to share insights on market volatility, AI’s impact on investing, and how to prepare before year-end. 🎥 Watch the full interview now on our YouTube channel: youtu.be/jsMl2xBcol8?si=l6Bs… via @YouTube #WGNRadio #MarketOutlook #GoldstoneFinancialGroup #FinancialPlanning #WorthBeyondWealth

It’s #MoneyMythMonday!💰 Each week, we’re breaking down common retirement myths and sharing the truth to help you make informed decisions about your financial future. Your retirement is worth planning, worth protecting, and worth understanding. 💡 Want to learn more about strategies tailored to your unique situation? 📲 Schedule your complimentary appointment with an advisor at Goldstone Financial Group today: goldstonefinancialgroup.com/… #GoldstoneFinancialGroup #MoneyAdvice #Retirement #Bonds #RetirementMyths #GoldstoneFinancial #FinancialPlanning #MoneyMyths #Investing #Investment

Phillip Shaw joins WFLD to discuss the financial implications of the Israel/Iran conflict, exploring how current tensions might create short-term market volatility and what a ceasefire could mean for your long-term financial plans. Watch now: bit.ly/4keKvjH

🌷 Happy Easter from Goldstone Financial Group! 🐣 Wishing you a season filled with renewal, joy, and time well spent with the people who matter most. We believe your worth is more than your wealth—and that every season is a chance to grow closer to the future you deserve.

"We never know if we've seen the worst. We never know if it has further to go down from here. It may be a good opportunity to buy." – Phillip Shaw, CFP® & Senior Advisor #RetirementPlanning #InvestSmart #MarketVolatility #GoldstoneFinancial #FinancialConfidence

Big moment for Goldstone! 🛎️ Our very own Brian Korienek, Partner & VP of Wealth Management, had the honor of ringing the closing bell at the CBOE on March 19th. An iconic spot in the world of finance — and a proud moment for our team! #CBOE #ClosingBell #FinancialLeadership

Phillip Shaw, CFP® joins WGN Radio to break down Trump's tariff policy and its impact on the U.S. economy. Plus, a look at the Social Security Fairness Act. bit.ly/4aOEveu #WGNRadio #Tariffs #Economy #SocialSecurity

Anthony Pellegrino, CEO of Goldstone Financial, examines President Trump’s proposed plans and their potential impact on your retirement. Watch this exclusive webinar to explore risks, opportunities, and strategies ahead of Inauguration Day. bit.ly/3Ec4HDx

A new rule now bans unpaid medical bills from appearing on credit reports. This could help millions of Americans with medical debt qualify for loans they wouldn’t have been able to access in the past. Ashlee Walton, CFP® joined CBS Chicago to share how this could impact you.

🎄✨ Merry Christmas from all of us at Goldstone Financial! We are incredibly grateful for the trust you've placed in us and for allowing us to be part of your financial journey. Wishing you joy, peace, and happiness this holiday season! 🎁🎅 #MerryChristmas #HappyHolidays

Some of the funds raised for the Jasmine Rhose foundation will go towards acquiring more land that can be used to build three homes for all the rescued children. They also hope to build a playground where the children can run and play. bit.ly/3ZwycqY

The season of giving is here! Supporting your favorite causes not only brings joy and creates a positive impact, but it can also be financially rewarding for you. #SeasonOfGiving #Charity #FeelGoodGiveBack #TaxSavings #MakeADifference