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

Hub Wealth Strategies

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United States
Needham, MA
Hub Wealth Strategies

Confidence
Empowerment
Freedom Yan Katz and Brian McGrath 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. HUB WEALTH STRATEGIES LLC is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of

The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. CA Insurance License Number - 0G82761. 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. DG 2/18/25
/COMPLIANCE:2024-132/

09/03/2026

𝗛𝗼𝘄 𝗺𝗮𝗻𝘆 𝗺𝗲𝗲𝘁𝗶𝗻𝗴𝘀 𝗶𝘀 𝘁𝗵𝗶𝘀 𝗴𝗼𝗶𝗻𝗴 𝘁𝗼 𝗯𝗲?

The honest answer is that it takes the rest of our lives. Getting planning right is ongoing.

The practical answer is four to six weeks from handshake to implementation, depending on timing.

After that, it becomes calibration, roughly every quarter, asking what needs updating and what is next. We cannot do ten things at once, so we prioritize and keep going.

𝗬𝗮𝗻 𝗝. 𝗞𝗮𝘁𝘇
Managing Partner | Financial Advisor
HUB Wealth Strategies
💻 www.HUBwealthstrategies.com

09/02/2026

U.S. stocks finished August higher despite a volatile month shaped by shifting interest-rate expectations, geopolitical tensions, and elevated energy prices. Technology and AI-related stocks remained an important source of market strength, while solid corporate earnings helped support investor sentiment.

The major indexes were able to advance even as investors weighed persistent inflation concerns and uncertainty surrounding the Federal Reserve’s next policy move.

For the month of August, the market’s three major indices performed as follows:

S&P 500 2.6%
The Dow 1.3%
Nasdaq 3.9%

***
Sources:
𝘩𝘵𝘵𝘱𝘴://𝘸𝘸𝘸.𝘳𝘦𝘶𝘵𝘦𝘳𝘴.𝘤𝘰𝘮/𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴/𝘶𝘴-𝘴𝘵𝘰𝘤𝘬-𝘪𝘯𝘥𝘦𝘹-𝘧𝘶𝘵𝘶𝘳𝘦𝘴-𝘥𝘪𝘱-𝘮𝘪𝘥𝘥𝘭𝘦-𝘦𝘢𝘴𝘵-𝘴𝘵𝘳𝘪𝘬𝘦𝘴-𝘸𝘰𝘳𝘴𝘦𝘯-𝘪𝘯𝘧𝘭𝘢𝘵𝘪𝘰𝘯-𝘧𝘦𝘢𝘳𝘴-2026-08-31
h𝘵𝘵𝘱𝘴://𝘸𝘸𝘸.𝘮𝘢𝘳𝘬𝘦𝘵𝘸𝘢𝘵𝘤𝘩.𝘤𝘰𝘮/𝘭𝘪𝘷𝘦𝘤𝘰𝘷𝘦𝘳𝘢𝘨𝘦/𝘴𝘵𝘰𝘤𝘬-𝘮𝘢𝘳𝘬𝘦𝘵-𝘵𝘰𝘥𝘢𝘺-𝘥𝘰𝘸-𝘴-𝘱-500-𝘢𝘯𝘥-𝘯𝘢𝘴𝘥𝘢𝘲-𝘴𝘦𝘵-𝘵𝘰-𝘧𝘢𝘭𝘭-𝘢𝘴-𝘣𝘳𝘦𝘯𝘵-𝘰𝘪𝘭-𝘵𝘰𝘱𝘴-90-𝘢𝘧𝘵𝘦𝘳-𝘶-𝘴-𝘴𝘵𝘳𝘪𝘬𝘦-𝘰𝘯-𝘪𝘳𝘢𝘯/𝘤𝘢𝘳𝘥/𝘴𝘵𝘰𝘤𝘬𝘴-𝘭𝘰𝘨𝘴-𝘣𝘢𝘤𝘬-𝘵𝘰-𝘣𝘢𝘤𝘬-𝘥𝘦𝘤𝘭𝘪𝘯𝘦𝘴-𝘣𝘶𝘵-𝘴𝘵𝘪𝘭𝘭-𝘣𝘰𝘰𝘬-𝘢𝘶𝘨𝘶𝘴𝘵-𝘨𝘢𝘪𝘯𝘴-𝘖𝘶𝘬𝘮𝘚𝘵𝘙𝘪𝘌𝘡𝘓𝘡𝘐9𝘟𝘺𝘔𝘶𝘗𝘶

09/01/2026

🗓️ September 1st means we’re officially two-thirds of the way through the year.

Summer vacations are winding down, kids are heading back to school, and routines are returning. It’s a natural time to refocus.

Take another look at the goals you set for yourself this year. What’s on track? What needs more attention? And what can you accomplish over the next four months?

There’s still plenty of year left to stay intentional and finish incredibly strong.💪

08/31/2026

📘 Many high earners don’t just need better returns - they need enhanced clarity.

When your financial life is organized, opportunities become visible and actionable.
Over time, structure helps transform income into long-term direction.

💼 Let's schedule a strategy session to help bring order and purpose to your wealth.

- 𝗬𝗮𝗻 𝗝. 𝗞𝗮𝘁𝘇
𝘔𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘗𝘢𝘳𝘵𝘯𝘦𝘳 | 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘈𝘥𝘷𝘪𝘴𝘰𝘳
HUB Wealth Strategies
📍160 Gould Street | Suite 310 | Needham, MA
📲 781.292.3282
💻 www.HUBwealthstrategies.com
👉 Schedule: bit.ly/42DWFwQ

08/27/2026

𝗧𝗵𝗲 𝗰𝗼𝗺𝗽𝗮𝗿𝗶𝘀𝗼𝗻 𝘁𝗿𝗮𝗽 𝗰𝗼𝘀𝘁𝘀 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗮𝗻𝘆 𝗳𝗲𝗲.

Clients tell me what the neighbors have. What their peer group has. What a magazine said they should have by forty.

None of that is a plan. The work is becoming an independent financial thinker.

The conversation changes completely once you are chasing what matters to you instead of what somebody else wanted for you.

𝗬𝗮𝗻 𝗝. 𝗞𝗮𝘁𝘇
Managing Partner | Financial Advisor
HUB Wealth Strategies
💻 www.HUBwealthstrategies.com

08/25/2026

The latest inflation report offered some encouraging signs that price pressures are continuing to moderate.

The Consumer Price Index (CPI) rose 0.1% in July, following a 0.4% decline in June, according to the U.S. Bureau of Labor Statistics. Over the past 12 months, consumer prices increased 3.4%, down slightly from the 3.5% annual rate reported in June.

Core CPI, which excludes the more volatile food and energy categories, increased 0.2% for the month and 2.5% over the past year, also easing from June's 2.6% annual rate. The results were in line with Wall Street expectations.

Shelter costs increased just 0.1% in July, although they still accounted for roughly two-thirds of the overall monthly CPI increase. Food prices also rose 0.1%, while energy prices declined 1.5% for the month. Despite the monthly decline, energy costs remain 14.7% higher than a year ago, while food prices are up 3.0%.
Elsewhere, medical care costs increased 0.4%, airline fares rose 2.2%, new vehicle prices increased 0.1%, and used cars and trucks rose 0.4%.

While annual inflation remains above the Federal Reserve's 2% target, the July report suggests that some of the inflationary pressure seen earlier in the year may be easing. Markets responded positively to the report, while expectations for a Federal Reserve rate increase in September declined.

***
Sources:
https://www.bls.gov/news.release/cpi.nr0.htm
https://www.cnbc.com/2026/08/12/cpi-inflation-report-july-2026.html

08/24/2026

⚖️ Many owners reinvest every dollar into their company, overlooking personal wealth strategy.

But long-term security comes from balancing business expansion with liquidity and diversification.

Your enterprise is a means to an end - not the end itself.

Let's talk about a coordinated plan that supports both growth and freedom.

- 𝗬𝗮𝗻 𝗝. 𝗞𝗮𝘁𝘇
𝘔𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘗𝘢𝘳𝘵𝘯𝘦𝘳 | 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘈𝘥𝘷𝘪𝘴𝘰𝘳
HUB Wealth Strategies
📍160 Gould Street | Suite 310 | Needham, MA
📲 781.292.3282
💻 www.HUBwealthstrategies.com
👉 Schedule: bit.ly/42DWFwQ

08/20/2026

Do we really need to wait until late in life to start relaxing and enjoying ourselves?

In this short clip, you'll discover a fresh perspective on life and retirement. Learn why waiting to enjoy life is a mistake and how to create lasting family memories now.

View the complete video here: https://youtu.be/Wz2J6S6V934

- 𝗬𝗮𝗻 𝗝. 𝗞𝗮𝘁𝘇
𝘔𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘗𝘢𝘳𝘵𝘯𝘦𝘳 | 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘈𝘥𝘷𝘪𝘴𝘰𝘳
HUB Wealth Strategies
📍160 Gould Street | Suite 310 | Needham, MA
📲 781.292.3282
💻 www.HUBwealthstrategies.com
👉 Schedule: bit.ly/42DWFwQ

08/18/2026

U.S. job growth stalled in July, with nonfarm payrolls declining by 23,000 jobs, according to the Bureau of Labor Statistics. The decline was driven in part by losses in local government education and retail trade, while health care continued to add jobs. Construction added 22,000 jobs and manufacturing gained 5,000.

The unemployment rate was 4.1%, while the number of unemployed Americans remained about 6.9 million. Labor force participation stood at 61.4%, down 0.7 percentage point since January, while the employment-population ratio was 58.9%. Long-term unemployment was approximately 1.8 million, representing 25.5% of all unemployed people.

Previous months were also revised substantially lower. May's job gain was reduced from 129,000 to 63,000, while June was revised from 57,000 to just 20,000 — a combined downward revision of 103,000 jobs.
***

Sources:
https://www.bls.gov/news.release/pdf/empsit.pdf
https://apnews.com/article/economy-jobs-trump-unemployment-rate-jobseekers-9c2d147c14bc428458be5a1e83e54957

08/17/2026

When a business depends too heavily on its owner, value and scalability are at risk.

Building systems, leadership depth, and continuity supports long-term success.

Your time and focus should create leverage, not dependency.

Let's talk about ways to reduce owner risk and increase enterprise strength.

- 𝗬𝗮𝗻 𝗝. 𝗞𝗮𝘁𝘇
𝘔𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘗𝘢𝘳𝘵𝘯𝘦𝘳 | 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘈𝘥𝘷𝘪𝘴𝘰𝘳
HUB Wealth Strategies
📍160 Gould Street | Suite 310 | Needham, MA
📲 781.292.3282
💻 www.HUBwealthstrategies.com
👉 Schedule: bit.ly/42DWFwQ

Address

160 Gould Street, Suite 310
Needham, MA
02494

Opening Hours

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

Website

http://www.hubwealthstrategies.com/

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