SWG Quarterly Newsletter: Market & Planning Update | Q1 2026
Each quarter, we provide the latest market and economic updates, valuable planning insights, and other relevant information to help you stay informed. Data Monitor Inflation Consumer price inflation has moderated further, with core inflation recently hitting 2.5% YoY as of February 2026 after falling consistently since the middle of 2022.1 Inflation has been a key concern […]
Retirement Decisions for Raytheon Employees in Tucson: Why Company Stock Deserves a Closer Look
By Bruce Ward, CFP® Raytheon (RTX) has a long history in Tucson, and for many people here, it’s been more than just a place to work. It’s offered a meaningful career, long-term stability, and a path for people to build their lives in this community. As an advisor, I’ve worked with many Raytheon employees who […]
SWG Quarterly Newsletter: Market & Planning Update | Q4 2025
Each quarter, we provide the latest market and economic updates, valuable planning insights, and other relevant information to help you stay informed. Data Monitor Inflation Consumer price inflation has moderated further, with core inflation recently hitting 2.6% year-over-year as of November 2025, after falling consistently since the middle of 2022. Inflation has been a key […]
7 Financial Planning Strategies to Help Business Owners Save on Taxes
By Sergio V. Ortiz The Strategic Wealth Group at Meridian Wealth Management does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance. Running a business can come with plenty of rewards, but it also comes with […]