Audrey Johnson, CFBS

07/17/2026

Markets rallied in Q2 as AI momentum returned, investor confidence improved, and the economy remained resilient. Curious what drove the rebound and what key trends may be worth watching now? Check out our latest Quarterly Update for key takeaways from the quarter.

07/15/2026

Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps cut through the headlines and explores the economic and market forces shaping today's investment environment.

Click here to register: https://bit.ly/4beD1Mj

07/13/2026

US equities posted a second straight week of gains, led by a rebound in technology and semiconductor stocks and strength in energy shares. Treasury yields moved higher as rising oil prices renewed inflation concerns. Oil prices were volatile, initially falling on Saudi Arabia’s price cuts before surging amid escalating US-Iran tensions. Learn more with this week’s market perspective.

07/13/2026

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.

07/09/2026

https://www.forbes.com/sites/sofiachierchio/2026/07/09/this-12-billion-houston-advisor-started-at-an-italian-restaurant/

Some people don't just build successful careers—they make everyone around them better.

Congratulations to my mentor, friend, and colleague on being recognized as a **Forbes Best-in-State Financial Security Professional for 2026**. This honor is so well deserved.

I've had the privilege of learning from your wisdom, integrity, and genuine commitment to putting clients first. You lead with kindness, generosity, and professionalism, and the impact you've made on your clients and those fortunate enough to work alongside you is inspiring!

Chinese immigrant Reva Azeez says financial planning is like building a house from the ground up. With almost 20 years of experience, she says roofing is now the primary focus of most of her clients.

07/09/2026

Click to see long-term care costs by state and care type, and find out how your area compares to the rest of the nation: http:/ltccostsmmdba.hvsfinancial.com

07/06/2026

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest of the year. Let’s connect.

06/29/2026

Markets diverged last week: the Nasdaq fell 4.6%, the S&P 500 fell 1.9%, and the Dow rose 0.6%. Oil dropped about 10% to $69, easing yields and rate expectations. Growth data held firm, but inflation at 3.4% keeps the central bank cautious ahead of jobs data. Learn more with this week’s market perspective.

06/25/2026

Get a free guide on how long-term planning — not emotion — can be a better path to the future you want. Then let’s talk.

https://bit.ly/4xPGGJX

06/22/2026

U.S. equities moved higher last week as easing geopolitical tensions and lower energy prices helped steady the market. Fixed income was mixed, with longer-term yields dipping as inflation concerns eased, while strong consumer activity and the Fed’s steady stance remain key themes to watch. Read this week’s market perspective to learn more.