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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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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/

07/21/2026

This quote reminds us that investing isn’t a competition against other people - it’s a test of personal discipline.

Markets rise and fall, headlines create noise, and emotions can push investors toward poor decisions. But the real advantage comes from staying rational when others aren’t.

In the end, the most successful investors don’t try to outsmart the market - they learn to manage themselves. 📊

07/20/2026

🧭 Retirement is a long journey, not a one-time event.

Markets, tax laws, and personal goals all change over time - your plan should too. Adaptability supports consistency through life’s transitions.

Let's talk about building a plan that adjusts alongside your needs.

- 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

07/16/2026

𝗠𝗼𝘀𝘁 𝗼𝗳 𝘁𝗵𝗶𝘀 𝗶𝘀 𝘀𝗶𝗺𝗽𝗹𝗲𝗿 𝘁𝗵𝗮𝗻 𝘁𝗵𝗲 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗺𝗮𝗸𝗲𝘀 𝗶𝘁 𝗹𝗼𝗼𝗸.

There are too many terms. Too much lingo. Too much noise. All of it complicates the truth.

Most of what we do comes down to being good stewards of the income you earn. Where you put it. How to avoid unnecessary taxation and risk.

The charts, the talking heads, and the books are mostly noise. The basics are where the answer lives.

07/14/2026

Congratulations to our own Yan J. Katz of HUB Wealth Strategies on being named to the Forbes 2026 Top Financial Security Professionals Best-In-State list, developed in partnership with SHOOK Research.

As a multi-year recipient of this distinction, it serves as a testament to Yan’s unwavering dedication to helping clients protect, plan, and build financial confidence for the future.

Congratulations, Yan, on this well-earned recognition and continued success!

***

07/09/2026

𝗦𝗼𝗺𝗲𝘁𝗶𝗺𝗲𝘀 𝘁𝗵𝗲 𝘁𝗿𝘂𝘁𝗵 𝗶𝘀 𝗻𝗼𝘁 𝘄𝗵𝗮𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗵𝗲𝗮𝗿.

I am not here to blow smoke. I am here to be a conductor of the truth.

Sometimes we meet people late in life who are undersaved for retirement. Sometimes we meet parents whose kids are about to start college and they have not saved a penny.

The hardest part of the work is holding a client’s hand when the picture is murky and walking them through it anyway.

Telling the truth is not always easy. It is still the job.

07/07/2026

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

07/06/2026

𝗧𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗱𝗼𝗲𝘀𝗻'𝘁 𝗿𝗲𝘄𝗮𝗿𝗱 𝗰𝗼𝗺𝗳𝗼𝗿𝘁—𝗶𝘁 𝗿𝗲𝘄𝗮𝗿𝗱𝘀 𝗱𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲.

John Bogle's quote is a powerful reminder that successful investing isn't about predicting every twist and turn in the market. It's about having the courage and conviction to stick with a well-thought-out plan when headlines are positive and when uncertainty creates anxiety.

History has shown that some of the best long-term opportunities often emerge during periods of volatility. Yet those are also the moments when emotions can tempt investors to make short-term decisions that may derail long-term goals.

The investors who tend to achieve the greatest success aren't necessarily the smartest or the most sophisticated—they're often the ones who remain patient, stay focused on their objectives, and continue moving forward regardless of market conditions.

Calm seas don't build experienced sailors, and smooth markets don't build disciplined investors.

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!

06/29/2026

The future is uncertain. Your portfolio shouldn’t depend on pretending otherwise.

The most accomplished investors understand a simple truth: forecasts are often wrong, but disciplined portfolio construction endures.

Rather than chasing headlines, predicting interest rates, or trying to time markets, a thoughtful investment strategy focuses on what can be controlled - asset allocation, diversification, risk management, costs, and long-term discipline.

As David Swensen famously noted, the goal of portfolio management isn’t to become a better fortune teller. It’s to build a portfolio resilient enough to navigate a wide range of possible outcomes.

Successful investing is less about predicting the future and more about preparing for it.

06/25/2026

𝗪𝗵𝗮𝘁 𝗼𝘂𝗿 𝘄𝗼𝗿𝗸 𝗶𝘀 𝗿𝗲𝗮𝗹𝗹𝘆 𝗮𝗯𝗼𝘂𝘁.

It is about you feeling a sense of confidence. It is about you feeling a sense of fulfillment. It is about reaching a destination you did not know was possible without the right coaching.

It is about the people who matter most in your life, including yourself, being taken care of.

And it is about you having a partner in the journey, so that none of it has to come down on you alone.

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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