Professional Planning & Wealth

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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 ethical manner for all of our clients. Contact us today to join our Professional Planning & Wealth family.
𝟖𝟔𝟒-𝟔𝟐𝟔-𝟒𝟑𝟖𝟎 𝐢𝐧𝐟𝐨@𝐩𝐫𝐨𝐩𝐥𝐚𝐧𝐰𝐞𝐚𝐥𝐭𝐡.𝐜𝐨𝐦

10/23/2026

Chris and Jesse examine the stock market's recovery, improving market breadth, new highs and lows, and historical seasonality to discuss what investors should watch next.

10/22/2026

Chris and Jesse examine the stock market's recovery, improving market breadth, new highs and lows, and historical seasonality to discuss what investors should watch next.

10/08/2026

Treasury yields and gas prices are rising, yet the S&P 500 continues making new highs. Chris and Jesse explain what could happen if some of today's market pressures begin to improve.

09/28/2026

Rates and gasoline prices are rising, but stocks are holding up. Chris and Jesse explain why strong earnings and improving valuations may be helping the market weather higher inflation and interest rates.

09/24/2026

Gasoline is up 41%, commodities are up 22%, and rate expectations have moved higher. So why are stocks still holding up? Chris and Jesse look at earnings, valuations and what could happen next.

09/17/2026

Could the Magnificent 7 be ready for another breakout? Chris and Jesse discuss rates, oil, earnings, S&P 500 valuations and the ongoing AI investment story — including why the market may have more room to move higher.

09/10/2026

Gasoline prices are rising sharply, mortgage rates remain elevated, and the bond market is sending an interesting signal about where interest rates could be headed. In this week's Market Update, Chris and Jesse examine how higher energy costs can affect consumers, businesses and the broader economy. They also discuss housing affordability, Federal Reserve policy and the possibility that rates could remain higher than many investors expect. At the same time, corporate earnings continue to grow, raising another important question: can technology and artificial intelligence improve productivity enough to offset some of the inflationary pressure? The answer isn't clear, but these competing forces are worth watching as investors look ahead.

09/10/2026

Gasoline prices are rising sharply, mortgage rates remain elevated, and the bond market is sending an interesting signal about where interest rates could be headed. In this week's Market Update, Chris and Jesse examine how higher energy costs can affect consumers, businesses and the broader economy. They also discuss housing affordability, Federal Reserve policy and the possibility that rates could remain higher than many investors expect. At the same time, corporate earnings continue to grow, raising another important question: can technology and artificial intelligence improve productivity enough to offset some of the inflationary pressure? The answer isn't clear, but these competing forces are worth watching as investors look ahead.

09/04/2026

For decades, investors have relied on bonds to provide stability and diversification when stocks become volatile. But has that relationship changed? In this week's Market Update, we examine how portfolios that historically offered attractive risk-adjusted returns have behaved differently since 2021. We discuss the impact of rising interest rates, why bond values can fall as yields rise, and why the type and maturity of bonds an investor owns matters. We also look at why investors shouldn't necessarily abandon bonds - but may need to think more carefully about how bonds fit into their overall investment strategy. For investors approaching or living in retirement, the conversation raises an important question: is your bond allocation actually doing what you expect it to do?

09/03/2026

For decades, investors have relied on bonds to provide stability and diversification when stocks become volatile. But has that relationship changed? In this week's Market Update, we examine how portfolios that historically offered attractive risk-adjusted returns have behaved differently since 2021. We discuss the impact of rising interest rates, why bond values can fall as yields rise, and why the type and maturity of bonds an investor owns matters. We also look at why investors shouldn't necessarily abandon bonds - but may need to think more carefully about how bonds fit into their overall investment strategy. For investors approaching or living in retirement, the conversation raises an important question: is your bond allocation actually doing what you expect it to do?

Address

242 S. Pleasantburg Drive
Greenville, SC
29607

Opening Hours

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

Telephone

+18646264380

Website

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