Secure Planning Group, LLC

07/21/2026

The tournament may be over, but the energy it created won’t fade anytime soon. ⚽

From record-breaking crowds to unforgettable moments, America got a taste of the world’s biggest sporting spectacle, and we’re already feeling the void.

The soccer spectacular concludes with a mild snoozer in the Meadowlands, but this epic tournament will be hard to forget.

07/20/2026

Last change to register! ⚠️ As we reach the midpoint of the year, it’s an ideal time to step back and assess where the markets—and your financial strategy—may be headed next.

🗓️ This is a great opportunity to gain perspective, ask questions, and ensure your plan stays aligned with your long-term goals. ✅

Register here 👉 https://us02web.zoom.us/webinar/register/WN_-6N38sQ_R4KYDG7_sNNImg

07/17/2026

MIDYEAR OUTLOOK | LIVE WEBINAR 7/21 @ 11 AM ET

💹 Find out what's in store for the markets and what it could mean for your portfolio for the rest of 2026. Join Alison Wyshock to dive into LPL Research's semi-annual report.

Register today! 👉 https://loom.ly/9c_FrvE

07/17/2026

How’s your business really doing halfway through the year? 🤔 Our Mid‑Year Financial Review Checklist walks business owners through the key areas to review before moving forward with confidence. Swipe to get started.

07/16/2026

When was the last time you checked in on your investments? 🔍 Our new blog walks through how to realign your portfolio and build confidence for the rest of the year: https://www.securepg.net/blog/midyear-money-checkup-how-to-rebalance-and-strengthen-your-portfolio

07/15/2026

As investors navigate an evolving market environment, fixed income is facing a new set of opportunities and challenges.
✅ Persistent inflation pressures
✅ Potential Fed leadership changes
✅ The impact of AI-fueled borrowing needs on interest rates and bond markets

Read the latest insights on what may lie ahead for fixed income investors in 2026: https://www.securepg.net/weekly-market-commentary

07/15/2026

⚾ What does it take to hit a financial homerun? ⚾
Find out in the latest episode of the Secure Money Mindset podcast!

Tune in as financial advisors Josh Rothbard and Brett Feldman break down key plays that can help you round the bases toward your financial goals.

🔥🔥🔥 Think you know your baseball trivia? Listen for Josh’s question in the episode, then DM us your answer for a chance to score some SPG merch!

🎧 Listen on Spotify 👉 https://loom.ly/lzmgDsc

👀 Watch on YouTube 👉 https://loom.ly/K9T6TrU

🌐 More Secure Money Mindset 👉 https://loom.ly/syKSsHY

07/09/2026

Happy Birthday to Alison! 🎉 Your passion for guiding others toward their financial goals makes a difference every day. Wishing you a fantastic year ahead!

07/08/2026

With geopolitics, Fed policy, and AI reshaping markets, volatility may persist. Learn how LPL Research is positioning portfolios for the second half of 2026.
👉 https://www.securepg.net/blog/2026-midyear-outlook-policy-buildouts-bottlenecks

07/07/2026

As we reach the midpoint of the year, it’s an ideal time to step back and assess where the markets—and your financial strategy—may be headed next. We invite you to join us for our upcoming Midyear Outlook Webinar, where we’ll share insights on current economic trends, market performance, and what to watch in the months ahead. 🗓️

This is a great opportunity to gain perspective, ask questions, and ensure your plan stays aligned with your long-term goals. ✅ Register here 👉https://us02web.zoom.us/webinar/register/WN_-6N38sQ_R4KYDG7_sNNImg