Pantheon Wealth Planning

08/27/2026

Unexpected retirement due to illness or disability can disrupt even the best plans. Explore SSDI, disability benefits, severance, early retirement withdrawals, and strategies to help manage income when retirement comes sooner than expected.

Insights and educational resources on preparing for retirement, managing retirement income, withdrawal strategies, and navigating both planned and unexpected retirement.

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

07/29/2026

Income taxes in retirement. It’s an important topic, but for many retirees (and pre-retirees) also one that’s easy to forget about.

That’s because, when pondering retirement, it’s easy to focus more on what’s coming in, not what’s going out. But minimizing your taxes on retirement income is often just as powerful as earning more income altogether.

With that in mind, we have created a new infographic with four simple ways to potentially reduce taxes in retirement. Look it over and let me know if you have any questions, or feel free to send it to a friend or family member nearing retirement.

07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

07/07/2026

I’m excited to share ’s 2026 Outlook with you. From AI-driven growth and fiscal
policy impact to evolving interest rates and volatility trends, it delivers perspective on what could
be in store for 2026.
Read more in . go.lpl.com/outlook

07/01/2026

Wondering why bond yields are in the news? We explain the basics of Treasury yields, their connection to rising inflation, and what these shifts mean for the broader economy so you can stay informed.

Wondering why the bond market is making headlines? Learn the basics of treasury yields, how they connect to inflation, and what it all means for the economy.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

05/04/2026

Discover how to accelerate your retirement savings during your peak earning years. Learn about catch-up contributions, the "triple tax advantage" of HSAs, and how Roth conversions can create financial flexibility for your future.

Are you behind on retirement savings? It’s not too late. Explore expert strategies for boosting your nest egg, including automatic contribution increases, rebalancing your portfolio, and adjusting your risk tolerance for the road ahead.

04/29/2026

A tax refund can be a welcome surprise, but deciding what to do with it matters.
From tackling high-interest debt to contributing to long-term goals (or simply treating yourself), every choice can reflect what’s most meaningful to you.



Sources:
FINRA, “6 Smart Ways to Use Your Tax Refund,” March 18, 2025

CNBC Select, “5 Smart Ways to Spend Your Tax Refund,” April 11, 2025