Rachel Maryyanek, Financial Planner

Rachel Maryyanek, Financial Planner Please contact me to help you fully analyze your needs and recommend appropriate solutions. I do not provide tax, legal, or accounting advice.

As a licensed Investment Professional with Movement Financial Group LLC, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.

06/01/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

05/26/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your...
05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/4uBed8O

05/19/2026

Markets were mixed last week. An early AI-driven rally faded into a Friday selloff as rising yields and oil prices renewed inflation concerns. The S&P 500 edged higher on solid earnings and economic data, but sentiment weakened late in the week, highlighting a fragile balance between growth optimism and inflation risks. For more insights, check out this week's market perspective.

05/11/2026

Last week, U.S. equities continued to reach new highs, supported by a resilient labor market. Treasury yields declined modestly amid mixed data, reinforcing expectations of a patient Fed. Economic signals were mixed, with strong job growth offset by weaker consumer sentiment tied to inflation and geopolitical concerns. Read this week’s market perspective to learn more.

If a home or future property is part of your goals, I can help you see how it fits into your financial strategy. Downlo...
05/07/2026

If a home or future property is part of your goals, I can help you see how it fits into your financial strategy. Download this guide to assess your financial readiness.

https://bit.ly/4tETKyJ

04/30/2026

Now available – check out the Q1 2026 economic update as it summarizes market performance, inflation trends, and global forces shaping the outlook. This is a worthwhile read if you’re interested in “the why” behind market movements. As always, happy to talk through any questions.

Last chance to register! I’m inviting you to listen first-hand from Daken Vanderburg, Chief Investment Officer, MassMutu...
04/29/2026

Last chance to register! I’m inviting you to listen first-hand from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps put recent volatility into context and understand the key forces shaping portfolio outcomes in the months ahead. Register using the link below.
https://bit.ly/4ueKstA

04/28/2026

Markets ended the week slightly higher, with stocks rising amid volatility tied to Iran-related geopolitical headlines. Treasury yields inched up on higher energy prices and firmer inflation expectations. Consumer spending remained resilient, though sentiment stayed subdued. For more key learnings, give our weekly market perspective a read.

Reminder to register! Looking for a deep dive into the state of economy and key themes to watch for? Join us as Daken Va...
04/23/2026

Reminder to register! Looking for a deep dive into the state of economy and key themes to watch for? Join us as Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, helps put recent volatility into context and understand the key forces shaping portfolio outcomes in the months ahead.
https://bit.ly/4vIxh5S

Address

4350 Congress Street, Ste 300
Charlotte, NC
28209

Opening Hours

Monday 10am - 4pm
Tuesday 10am - 4pm
Wednesday 10am - 5pm
Thursday 10am - 4pm
Friday 10am - 4pm
Saturday 10am - 12pm

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