PH Financial Group

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.

Monthly Market Insights | June 2026 Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

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.

Monthly Market Insights | May 2026 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.

Phoenix Residents & Fellows — this one’s for you.

We’re hosting an exclusive Happy Hour for Medical Residents & Fellows in the Greater Phoenix area, and you’re invited.

📅 Wednesday, April 29, 2026
🕠 5:30 PM – 7:30 PM
📍La Palma Restaurant, Phoenix

Join Ph Financial Group / Pacific Advisors for an evening of complimentary drinks, dinner, and great conversation with your peers in a relaxed setting.

We’ll also be available to answer questions around protecting your financial future — including insights on life insurance and the Guardian GSI Disability Insurance Plan, a valuable benefit designed specifically for physicians.

🎁 Raffle at 7:00 PM — must be present to win

Spots are limited and expected to fill quickly.
Secure your spot today.

RSVP->https://www.fmgwebsites.com/ccc9ad87-8858-4de4-a221-0c22cf5a6e9a/events/april-29th-happy-hour-exclusively-for-medical-residents-fellows-at-palma

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Quarterly Market Insights | April 2026 Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

Click Here to RSVP: https://www.ph-financialgroup.com/events/live-webinar-evening-of-thur-april-9th-help-protect-your-future-guardian-g

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

Monthly Market Insights | March 2026 U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

Click here to reserve your spot: https://dub.sh/NWDWhbQ

🩺 Residents & Fellows — every medical career reaches important crossroads.

Years of training, long hours, and countless sacrifices all lead to one goal: building a career helping others.

But along the way, there are important decisions about protecting the future you’re working so hard to build.

One of the biggest risks physicians face early in their careers isn’t something most people talk about during training:

What happens if an injury or illness prevents you from practicing medicine?

That’s why we’re hosting a complimentary educational webinar designed specifically for residents and fellows.

📅 Wednesday, March 11, 2026
⏰ 6:30 PM PT | 8:30 PM CT

In this short session we’ll cover:

✔ Why disability protection matters early in a physician’s career
✔ Options that may be available to residents without a medical exam
✔ How the process can take as little as 20 minutes
✔ What many physicians wish they had understood sooner

We’ll also leave time for live Q&A.

If you’re a resident or fellow thinking about your future, this conversation can help bring clarity to an important decision.

🔗 Reserve your spot:
https://dub.sh/NWDWhbQ

Feel free to share with a co-resident or fellow who may benefit from attending.

🩺 Residents & Fellows: a question most doctors aren’t asked until it’s too late…

What would happen if an injury or illness prevented you from practicing medicine?

After 10+ years of education and training, your ability to earn an income is your most valuable financial asset.

Yet many physicians don’t fully understand their disability coverage until they actually need it.

That’s why we’re hosting a complimentary live webinar specifically for residents and fellows.

📅 Wednesday, March 11, 2026
⏰ 6:30 PM PT | 8:30 PM CT

In this short session you'll learn:

✔ Why disability protection matters early in your career
✔ The option available to many residents without a medical exam
✔ How the process can take as little as 20 minutes
✔ What physicians often wish they had understood sooner

We'll also have a live Q&A so you can ask questions directly.

👇 Registration link is in the first comment

If you know a resident or fellow who should see this, feel free to tag them or share the post.

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

Monthly Market Insights | February 2026 Stocks climbed in January as the tailwinds of solid economic data offset the headwinds of geopolitical tensions that rattled investors during the month.