Dmitriy Yankelevich, CFP®

Last week, the S&P 500 and Nasdaq climbed to all-time highs, and a recent string of trade deals has led to decreasing uncertainty around US trade policy. Be sure to read this week’s market perspective for more key insights. bit.ly/41bYCzI

Mitigate risk today for peace of mind tomorrow. With a solid plan that includes risk mitigation, you can be confident that you’re well-positioned to face whatever comes your way. Contact me today and let’s get started.

With key items such as tax preservation and budget reconciliation, there is a lot happening to unpack. How does this impact you and your retirement plan in both the short- and long-term? Reach out and let's discuss which areas to keep an eye on.

Securing your future starts with strategies for maximizing what you make today. Use this guide to get more from your money in every stage of life. bit.ly/4f90dMH

Last week, earnings season kicked off with better-than-expected results from major banks and tech firms. Learn more with this week’s market perspective and get the insights into key economic releases. bit.ly/44IgqVs

Life is unpredictable—that’s why smart financial planning includes risk mitigation. Contact me and let’s create a plan that protects what you’ve built and stands the test of time.

What trends shaped the market the week ending 7/11? Check out our weekly market perspective to catch the highlights. bit.ly/3TIzyMJ

Whether you have visions of traveling extensively or relaxing at home, a solid retirement plan today can help ensure peace of mind tomorrow. Let’s build a roadmap to your financial future—contact me today.

There are many factors of the market that can impact your retirement plans. Let’s get together and go over your portfolio to ensure that your retirement plans are on stable ground.

Could your money be working harder for you? Check out this guide to learn how to maximize your income and feel more confident in your future. bit.ly/4eGDSWl

Last week, U.S. capital markets continued their strong upward momentum, with the S&P 500 and Nasdaq reaching new all-time highs. Take a look at our weekly market perspective to see what contributed to those gains. bit.ly/3Tr4NvH

UL Guard and SUL Guard can help protect your loved ones with a no-lapse guarantee and flexible payment options. Contact me today to learn more about UL Guard.

Retirement isn’t an age, it’s a number. What’s yours? Find your “number” for retiring comfortably and start planning today to reach your retirement goals. Contact me to learn more.

This Fourth of July, take time to relax and soak in the freedom of the Red, White, and Blue. Have a wonderful holiday.

Last week, US equity markets surged as the S&P 500 and Nasdaq both climbed over 3% and posted record highs. Be sure to check out this week's market snapshot for our full breakdown. bit.ly/3TlDin9

The current housing market looks a lot different compared to recent years. Check out the latest market perspective from Daken Vanderburg, Chief Investment Officer of MassMutual Wealth Management, for what to watch and expect from the latest housing trends. bit.ly/4eyocV9

Calling all grandparents! In partnership with their parents, you can play a vital role in helping your grandchildren grow their financial confidence. Here are some ideas to get started

Calculating your net worth is a small step with big benefits — like finding the path to your short- and long-term financial goals. Find yours here: explore.massmutual.com/nttmr….

Wealth transfer is about more than just money. It’s about giving your loved ones the means to live the life they want. Let’s talk about how I can help you achieve that dream.

Last week, markets reflected a cautious tone following a mix of economic signals and geopolitical developments. Overall, markets appear to be in a “wait-and-see” mode, but learn more with this week’s market perspective and reach out to discuss. bit.ly/46iMRe2