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Wealth Design Group, LLC

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Houston, TX
Wealth Design Group, LLC

Why We Exist. To empower families to experience purpose, freedom, and abundance. OSJ: 3040 Post Oak Blvd, Ste 1150, Houston, Texas 77056, 281-220-2700.

Mark Connely, Dale Pieper, and Justin Makris are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Wealth Design Group is not an aff

iliate or subsidiary of PAS or Guardian. Mark Connely CA Insurance License ARK Insurance License #1301962/ Dale Pieper CA Insurance License / Justin Makris CA Insurance License - This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

07/16/2026

We provide coaching to help each client define their true purpose for the wealth they have accumulated and stay disciplined - that's why we exist.
https://www.wealthdesigngroup.net

07/14/2026

Two investments with the same gross return may have very different after-tax outcomes. Tax-efficient investing considers account type, holding period, and strategy.

By aligning investments with tax treatment, you may keep more of what you earn. (Consult with a qualified tax professional for guidance.)

𝗝𝘂𝘀𝘁𝗶𝗻 𝗠𝗮𝗸𝗿𝗶𝘀
Wealth Design Group
📩 [email protected]
💻 https://www.wealthdesigngroup.net
📲 281.220.2781
📍 Houston, TX

07/09/2026

The U.S. labor market showed signs of cooling in June, with employers adding 57,000 nonfarm jobs, well below May's downwardly revised 129,000 increase and below economists' expectations. Despite the slower pace of hiring, the unemployment rate held relatively steady at 4.2%, while the labor force participation rate declined to 61.5%, its lowest level since March 2021.

Job gains were led by professional and business services (+36,000), social assistance (+25,000), and health care (+22,000). Meanwhile, the leisure and hospitality sector lost 61,000 jobs, reflecting weaker-than-usual seasonal hiring. Average hourly earnings rose 0.3% in June and were up 3.5% from a year earlier, suggesting wage growth remains stable even as overall hiring has slowed.

***
Sources:
https://www.bls.gov/news.release/pdf/empsit.pdf
https://www.cnbc.com/2026/07/02/jobs-report-june-2026-.html

07/07/2026

Buying a home, starting a family, or launching a business all create financial shifts.

Planning ahead helps align resources with changing priorities. Transitions are smoother when guided by preparation rather than reaction.

A flexible plan supports your life as it evolves.

𝗝𝘂𝘀𝘁𝗶𝗻 𝗠𝗮𝗸𝗿𝗶𝘀
Wealth Design Group
📩 [email protected]
💻 https://www.wealthdesigngroup.net
📲 281.220.2781
📍 Houston, TX

07/04/2026

Happy 250th Birthday, America! 🇺🇸

Today we celebrate 250 years of freedom, opportunity, resilience, and the enduring spirit that has shaped our nation. Wishing everyone a safe, joyful, and memorable Independence Day!

07/02/2026

The three major U.S. indexes had a mixed June. The Dow Jones Industrial Average was the lone winner, gaining +2.4% for the month, while the S&P 500 slipped -1.2% and the NASDAQ Composite fell -3.2%, weighed down by weakness in mega-cap technology stocks.

Despite the soft finish to the month, all three indexes posted strong first-half gains. The Dow rose 8.9% in the first six months of 2026 — its best first-half performance since 2021. The S&P 500 climbed 9.6% and the NASDAQ advanced 12.8% over the same period. The small-cap Russell 2000 was the standout, surging nearly 22% for its best first-half performance since 1991.

Much of that first-half strength was concentrated in Q2, which proved to be an exceptional quarter. The S&P 500 and NASDAQ surged 14.9% and 21.4% respectively — their biggest quarterly gains since Q2 2020. The Dow added 12.9% in Q2, its strongest quarter since Q4 2022.

***
Sources:
https://www.cnbc.com/2026/06/30/stock-market-today-live-updates.html
https://www.reuters.com/business/us-stock-futures-little-changed-strong-quarter-nears-end-2026-06-30/
https://www.marketwatch.com/livecoverage/stock-market-today-s-p-500-nasdaq-dow-jones-us-iran-trump-peace-talks-nike-earnings-results/card/the-dow-s-1-300-point-gain-in-june-is-almost-all-because-of-caterpillar-DeUaELRjn5By6Zp2AuQ5

07/01/2026

🗓️ July 1st marks the halfway point of the year!

With more than 50% of the year still ahead, now is a great time to review your progress, revisit your goals, and make any adjustments needed to stay on track.

The decisions you make today can help shape the outcomes you achieve tomorrow. If you'd like guidance or a second opinion, we're here to help.

Let's make the second half of the year count!
***

06/29/2026

Financial literacy is rarely taught in schools, leaving many young adults unprepared.

Starting with simple lessons on saving, spending, and giving builds healthy habits. Introducing kids to money concepts early gives them confidence and resilience.

Passing on financial wisdom is one of the best gifts you can give!

𝗝𝘂𝘀𝘁𝗶𝗻 𝗠𝗮𝗸𝗿𝗶𝘀
Wealth Design Group
📩 [email protected]
💻 https://www.wealthdesigngroup.net
📲 281.220.2781
📍 Houston, TX

06/25/2026

Inflation accelerated in May per the latest data, with the Consumer Price Index (CPI) rising 0.5% for the month and 4.2% over the past 12 months, marking the first time annual inflation has exceeded 4% in three years.

The primary driver was energy costs, which jumped 3.9% in May and are now up 23.5% from a year ago. Energy accounted for more than 60% of the monthly increase in inflation. Food prices rose a modest 0.2% during the month, while shelter costs increased 0.3% and remain up 3.4% year-over-year.

Encouragingly, underlying inflation pressures remained relatively contained. Core inflation, which excludes food and energy, increased just 0.2% in May and 2.9% over the past year. Core commodity prices actually declined 0.1%, suggesting that broader price pressures remain muted despite higher energy costs.

Several categories, including transportation services, motor vehicle insurance, and new vehicles, posted declines, while airline fares, medical care, and recreation costs moved higher. The report suggests that while consumers continue to feel the impact of rising energy and everyday living costs, inflation outside of energy remains comparatively stable.

Sources:
https://www.bls.gov/news.release/cpi.nr0.htm
https://www.cnbc.com/2026/06/10/cpi-inflation-report-may-2026.html

06/23/2026

Drawing money from accounts without a strategy risks depleting savings too soon. A withdrawal plan considers taxes, account types, and sequence of returns risk.

By creating a thoughtful structure, you may help stretch assets and reduce stress. A sustainable withdrawal strategy supports retirement confidence.

𝗝𝘂𝘀𝘁𝗶𝗻 𝗠𝗮𝗸𝗿𝗶𝘀
Wealth Design Group
📩 [email protected]
💻 https://www.wealthdesigngroup.net
📲 281.220.2781
📍 Houston, TX

Address

3040 Post Oak Boulevard Suite 1150
Houston, TX
77056

Opening Hours

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

Telephone

+12812202700

Website

http://www.wealthdesigngroup.net/

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