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Whalen Financial

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Whalen Financial

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Whalen Financial, Financial planner, 7160 Rafael Rivera Way Ste 220, Las Vegas, NV.

07/15/2026

Structure And Organization Is Key To A Great Retirement...

07/13/2026

The ceasefire had a short shelf life.

Missiles are flying again, oil is surging, and the market has shifted from "when does the Fed cut" to something far less comfortable.

Here's the trap most people will walk into.
Tuesday's June CPI report is probably going to look good. By 8:45 a.m. your feed will be full of "inflation is cooling" headlines.

Don't take the bait.

In this week's Monday State of Play, Luke Perry breaks down why that "good" number is already unwinding, the one figure underneath the headline that actually matters, and what a new 20% toll on a strait carrying a fifth of the world's seaborne oil could mean six months out.

That's the good news. The bad news is that it's only Monday.

Read the full breakdown: https://ow.ly/V7w250Zn8mV

07/11/2026

Plenty of portfolios look smart right now. A lot fewer paychecks do.

That gap is the whole tension in this market. The war rewarded whoever owned the bottleneck, defense, energy, the grid, and left most households watching from the sidelines with a higher gas bill. But that was phase one, and it was a Wall Street phase almost by definition.

In the latest Regime Letter, Luke Perry, Portfolio Manager at Whalen Financial, lays out what phase two actually requires: whether tax relief, bank lending, and mortgage reform can finally reach Main Street, the three channels that decide it, and the one risk almost nobody is pricing in.

Read it here: https://ow.ly/84Sl50ZmFke

Whalen Financial is an SEC-registered investment adviser; registration does not imply skill. This is for education only, not investment advice. Forward-looking views and past forecasts are not guarantees of future results, and investing involves risk of loss. Full disclosures, ADV, and CRS: https://ow.ly/Mtr650ZmFkf

07/06/2026

The President rang the opening bell and told everyone the market is going "through the roof." That same morning, the data wanted a chaperone.

Underneath the political theater, a few quieter signals matter more: a $3.45B naval-defense acquisition, a 20-year AI data-center lease, and an air-defense gap that turns defense spending from a talking point into an urgent procurement cycle.

A more uncomfortable question is starting to leak into rates pricing: what if the Fed's next move isn't the cut the market has spent all year waiting for?

We break down what's actually happening, and how we're thinking about it, in this week's note.

Read it here: https://ow.ly/c3SJ50ZkQcp

Informational and educational only. Not investment advice or a recommendation to buy or sell any security.

06/30/2026

Short week. Long fuse.

The calendar looks light, but the June jobs report lands Thursday morning this time, and thin holiday liquidity leaves the market less room to react. The question Portfolio Manager Luke Perry is sitting with: is labor cooling, or starting to crack?

This week's State of Play walks through the data slate, a fragile Iran stand-down, and why a quiet tape is not the same as a cleared runway.

Read it here: https://ow.ly/6utb50ZiuLm

Whalen Financial is an SEC-registered investment adviser. This content is for educational purposes only and should not be considered investment advice.

06/27/2026

Lululemon has been one of the most punished names in consumer discretionary, and the easy reaction is to call a bottom and buy the dip. That is a reflex, not a thesis.

The newest Regime Letter studies the wreckage without buying the wreck: a walk through Michael Burry's new LULU thesis, where consumer reacceleration actually sits right now, and why a damaged operating story and a damaged brand are two very different things for an investor.

Not a recommendation. A case study in telling the difference.

Read it here: https://ow.ly/gUTi50ZhSjq

Whalen Financial research is for informational and educational purposes only and is not investment advice or a recommendation to buy or sell any security.

06/22/2026

The index looks tired. Mega-cap tech is acting heavy, and if you only watch the S&P or Nasdaq, you might think the rally is out of road.

But the index is not the market.

Underneath, the Dow is holding in, banks are acting well, oil is bleeding off its geopolitical premium, and money is quietly moving into the stuff people had stopped watching. That is what the start of a rotation looks like.

In this week's State of Play, Luke Perry breaks down the real test: whether this rally can broaden while the old leaders rest, and why memory, power, and infrastructure may matter more than the obvious mega-cap winners from here.

The index looks tired. The tape underneath does not.

Read it here: https://ow.ly/pIC850Zfr6I

Whalen Financial is an SEC-registered investment adviser. This content is for informational purposes only and is not investment advice or a recommendation. Past performance does not guarantee future results.

06/15/2026

Calmer tape. Louder rotation.

The market just got the headline it wanted ahead of Wednesday's Fed decision. But what's being accumulated before the catalyst looks very different from what already worked after the last one.

What the cross-asset signals are saying, and why the index level may be the least interesting part of the story. 👇

https://ow.ly/oe6k50Zc5Rp

06/12/2026

If the Fed isn't carrying the next liquidity cycle alone, who does? Luke argues the answer may run through bank balance sheets, deposit flows, and the financial plumbing most headlines ignore.

Read the full breakdown from Portfolio Manager Luke Perry → https://ow.ly/5RMS50ZbmIJ

The views expressed are those of the author as of the date of publication and are subject to change. Whalen Financial is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.

06/09/2026

Social Security claiming decisions are one of the most consequential parts of retirement planning for married couples, and they are often misunderstood.

In this educational session, Andrew Whalen, CEO of Whalen Financial, explains how survivor benefits work, the factors that affect when each spouse may choose to claim, and why coordination between spouses matters. Watch the full replay anytime:

https://ow.ly/UZ8550Z9IfQ

Disclosure: Whalen Financial is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is for educational and informational purposes only and does not constitute investment, tax, legal, or financial advice, nor a recommendation to buy or sell any security or to adopt any investment strategy. Social Security rules are complex and individual circumstances vary; consult a qualified professional regarding your specific situation.

Address

7160 Rafael Rivera Way Ste 220
Las Vegas, NV
89113

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+17028783900

Website

http://www.whalenfinancial.com/

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