The PRISM Group of North Florida, Inc

04/13/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

As a CFP® and CDFA, I specialize in individual, marital, and divorce financial planning. The PRISM Group of North Florida, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

04/07/2026

Spring is in the air, and in the spirit of this new season, we're excited to share our updated team photo! New photo but same motto - focused on our clients' financial success!

03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

As a CFP® and CDFA, I specialize in individual, marital, and divorce financial planning. The PRISM Group of North Florida, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

02/09/2026

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

As a CFP® and CDFA, I specialize in individual, marital, and divorce financial planning. The PRISM Group of North Florida, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

01/09/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

As a CFP® and CDFA, I specialize in individual, marital, and divorce financial planning. The PRISM Group of North Florida, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

12/30/2025

As a new year begins, we're inspired by the progress we've made together and are excited for what's ahead, Happy New Year!

12/22/2025

Happy Holidays! We wish you and your family joy and happiness.

12/17/2025

And just like that, we've officially concluded our 2025 Toys For Tots drive! We extend our deepest gratitude to our clients, friends, and family for supporting our philanthropic efforts. Same time, same place next year! 🎁

12/08/2025

Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, consumer sentiment, and rate uncertainty. While the Nasdaq slipped 1.51 percent, the S&P 500 held steady and the Dow inched up 0.32 percent. All eyes now turn to the Fed's final meeting of the year on December 9–10.

As a CFP® and CDFA, I specialize in individual, marital, and divorce financial planning. The PRISM Group of North Florida, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

11/28/2025

Wishing you a day filled with gratitude this Thanksgiving!

11/13/2025

Our Toys for Tots collection drive is in full swing, and there are 3 weeks left to donate! You can do so in one of the following ways:
1. Order a toy from any online retailer and have it shipped directly to our office. Be sure to include your name on the gift receipt so that we know who to thank!
2. Drop off a new, unwrapped toy when you visit our office, or call us when you're in the area. We offer curbside pick-up!
3. Attend our luncheon at San Jose Country Club on Thursday, December 4th from Noon-2pm. Bring a new, unwrapped you and enjoy lunch on us!