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

We're excited to welcome Mitchell O'Connor to the team as one of our summer interns!Born and raised in Greenville, Mit...
07/17/2026

We're excited to welcome Mitchell O'Connor to the team as one of our summer interns!

Born and raised in Greenville, Mitchell is a rising junior at Clemson University, where he is double-majoring in Finance and Economics. His interest in financial management began in ninth grade after taking a Ramsey Education course that introduced him to the importance of responsible money management and the long-term benefits of building strong financial habits early. Since then, that passion has continued to grow and has shaped both his academic journey and career aspirations.

When he's not studying or working, Mitchell enjoys spending time outdoors and staying active. Whether it's lifting, cycling, playing disc golf, or taking on just about any outdoor activity, he enjoys finding new ways to stay engaged and challenged.

We're excited to have Mitchell on the team this summer and look forward to seeing all he'll accomplish. Welcome aboard, Mitchellβ€”and **Go Tigers!** πŸ…

07/16/2026

Could the economy be entering a "Goldilocks" phase? This week's inflation report delivered encouraging news, with CPI coming in flat while corporate earnings continue to surprise to the upside. At the same time, company operating margins remain near record highs, suggesting businesses continue to adapt and improve despite ongoing uncertainty. Markets don't need perfect conditionsβ€”they simply want to see that things are getting better rather than worse. In this week's Market Update, we break down what the latest inflation data, earnings season, and Federal Reserve outlook could mean for investors. Watch the video to see why the underlying data may be telling a more encouraging story than many of the headlines.

07/09/2026

As we reach the midpoint of the year, several important market trends are beginning to take shape. International markets have outperformed the U.S. for an extended period, while the broad U.S. market continues to show improving participation beneath the surface. One of the biggest stories is that the "Magnificent Seven" are no longer carrying the market on their ownβ€”in fact, many of the other S&P 500 companies have been leading performance this year. We also discuss why a strong second quarter has historically been a positive sign for the months ahead, even though no historical trend guarantees future results. Finally, we look at one of the most encouraging indicators in today's market: all 11 sectors of the S&P 500 are posting positive returns. Broad participation across sectors has historically created a healthier backdrop for investors than markets driven by only a few stocks. Join us as we break down what these trends could mean for the second half of the year.

We're excited to welcome to the team as one of our summer interns!Born and raised in Greenville, Jacob is a rising sen...
07/08/2026

We're excited to welcome to the team as one of our summer interns!

Born and raised in Greenville, Jacob is a rising senior at Clemson University, where he is double-majoring in Financial Management and Accounting. His passion for finance began in high school after taking an economics course that highlighted the importance of responsible money management and the long-term value of building strong financial habits. That early interest has continued to grow and has shaped the career path he's pursuing today.

Outside the classroom, Jacob enjoys spending time on the golf course, rock climbing, and playing pickleball. We're looking forward to having him on the team this summer and watching him continue to develop both personally and professionally.

Welcome aboard, Jacobβ€”and as he'd say, **Go Tigers!** πŸ…

07/02/2026

The first half of the year has been stronger than many investors expected, but the market's leadership is beginning to shift. While more stocks are advancing than declining, they're no longer moving in lockstep with the broader indexes. Instead, individual company stories and earnings are playing a much larger role in determining performance. That means simply owning the largest stocks may not deliver the same results it has in recent years. In this episode, we discuss why market breadth is improving, why stock selection matters more than ever, and what the changing leadership could mean for investors. We also examine whether banks could be positioned for a rebound as deregulation and Federal Reserve policy continue to evolve. It's a reminder that understanding what's happening beneath the surface of the market can be just as important as watching the headlines.

07/01/2026

The first half of the year has been stronger than many investors expected, but the market's leadership is beginning to shift. While more stocks are advancing than declining, they're no longer moving in lockstep with the broader indexes. Instead, individual company stories and earnings are playing a much larger role in determining performance. That means simply owning the largest stocks may not deliver the same results it has in recent years. In this episode, we discuss why market breadth is improving, why stock selection matters more than ever, and what the changing leadership could mean for investors. We also examine whether banks could be positioned for a rebound as deregulation and Federal Reserve policy continue to evolve. It's a reminder that understanding what's happening beneath the surface of the market can be just as important as watching the headlines.

06/25/2026

With oil prices making headlines and inflation concerns resurfacing, many investors are wondering if we're headed for a repeat of 2022. But beneath the surface, some of the data may be pointing in a different direction. In this episode, we discuss why the Fed's preferred inflation measure could continue trending lower in the second half of the year, even after recent geopolitical tensions and energy price spikes. We also look at rising Treasury yields, strong corporate earnings, and whether the stock market may have pulled some future returns forward after an impressive second quarter. While uncertainty remains, the conversation highlights why investors should focus on the data rather than the headlines. As always, understanding what's driving markets can help bring clarity during periods of uncertainty.

06/24/2026

With oil prices making headlines and inflation concerns resurfacing, many investors are wondering if we're headed for a repeat of 2022. But beneath the surface, some of the data may be pointing in a different direction. In this episode, we discuss why the Fed's preferred inflation measure could continue trending lower in the second half of the year, even after recent geopolitical tensions and energy price spikes. We also look at rising Treasury yields, strong corporate earnings, and whether the stock market may have pulled some future returns forward after an impressive second quarter. While uncertainty remains, the conversation highlights why investors should focus on the data rather than the headlines. As always, understanding what's driving markets can help bring clarity during periods of uncertainty.

06/22/2026

Three major themes are shaping markets right now. First, the excitement surrounding SpaceX's public debut has investors wondering whether this is the beginning of another powerful growth storyβ€”or the setup for a short-term hangover after the initial enthusiasm fades. Second, all eyes are on the Federal Reserve as Kevin Warsh begins his first FOMC meeting, with investors reassessing expectations for interest rates and future Fed policy. And third, developments surrounding Iran and the Strait of Hormuz could have important implications for energy prices and inflation. What these events could mean for markets? Why volatility may increase as Fed communication evolves? And what investors should be paying attention to in the months ahead? As always, understanding the bigger picture can help investors stay focused amid the headlines.

06/18/2026

Three major themes are shaping markets right now. First, the excitement surrounding SpaceX's public debut has investors wondering whether this is the beginning of another powerful growth storyβ€”or the setup for a short-term hangover after the initial enthusiasm fades. Second, all eyes are on the Federal Reserve as Kevin Warsh begins his first FOMC meeting, with investors reassessing expectations for interest rates and future Fed policy. And third, developments surrounding Iran and the Strait of Hormuz could have important implications for energy prices and inflation. In this episode, we break down what these events could mean for markets, why volatility may increase as Fed communication evolves, and what investors should be paying attention to in the months ahead. As always, understanding the bigger picture can help investors stay focused amid the headlines.

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