Practical financial insight, without the jargon.
Timely market updates and practical financial insight from E.P. Wayne Financial Group — an independent advisory firm in Forest Acres, serving individuals, families, and business owners across the Columbia, South Carolina area.
Here we share thinking on the topics that matter in real life — from retirement planning and wealth and investment management to business retirement planning and insurance and risk management.
Alongside regular market updates, Ed Peagler — the firm's founder and president — personally posts timely commentary on current events affecting markets, taxes, and your financial life, including his monthly client letters. He writes when there's something worth saying, not on a filler calendar. Browse the archive below.
If you have questions about your own financial goals, contact us to start a conversation. You can also follow us on Facebook and LinkedIn for additional updates and insights.
Friday, October 2, 2026
Big financial decisions rarely happen in isolation. From paying a large tax bill to planning retirement income, the choices you make in one area can affect the rest of your financial plan.
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Markets moved higher last week as lower oil prices and falling Treasury yields supported stocks, while investors focused on inflation and interest rates.
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Stocks ended last week mixed as investors navigated the Fed's rate decision, Treasury yields, oil prices, and the volatile AI trade.
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Stocks fell over the shortened trading week as rising oil prices and inflation concerns weighed on investors. Markets rebounded Friday, with attention now turning to the Federal Reserve and its upcoming interest rate decision.
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Stocks were mixed last week as investors weighed stronger-than-expected August job growth, shifting expectations for Federal Reserve policy, and renewed geopolitical concerns.
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Wednesday, September 2, 2026
Leaving a job doesn't mean you have to move your old 401(k). Learn what your options are and how to decide what makes the most sense for your retirement.
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Wednesday, September 2, 2026
Strong corporate earnings and continued AI investment are supporting markets, while interest rates, inflation, and geopolitical uncertainty remain important considerations.
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Stocks gained last week as lower Treasury yields and upbeat AI-related earnings helped improve market sentiment. Meanwhile, investors weighed new inflation data and cautious signals from the Federal Reserve.
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Friday, August 28, 2026
Trump Accounts are now available. Here's what parents should know about how they work, investment options, and how they may fit into a family's financial plan.
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Stocks fell last week as rising bond yields and concerns about oil-driven inflation weighed on markets.
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Wednesday, August 19, 2026
Long-term Treasury yields have climbed to their highest levels in years. Here’s what’s driving the move, why it may not signal a bond-market crisis, and what higher yields could mean for investors.
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Stocks were mixed during a quiet summer week, as cooling inflation supported markets while weaker retail sales weighed on investor sentiment.
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Stocks surged last week as investors digested the final major wave of Q2 earnings reports and Friday’s jobs data, with attention turning to the Fed’s next move on short-term interest rates.
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Monday, August 10, 2026
Strong Earnings Support Stocks as AI Investment Remains in Focus
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Stocks navigated another volatile summer week as mixed second-quarter earnings and the Federal Reserve's latest rate decision fueled sharp swings across the market.
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Stocks closed lower for the week as earnings season gained momentum, geopolitical tensions remained in focus, and volatility in chip stocks contributed to uneven trading.
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Stocks fell last week as a selloff in semiconductor stocks weighed on the broader market, overshadowing encouraging inflation data. Investors remained cautious as they balanced easing price pressures with elevated technology valuations.
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Stocks ended mostly higher after a V-shaped week, as investors looked past renewed conflict and continued to favor AI and semiconductor leaders.
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Wednesday, July 8, 2026
Markets took a breather in June after a strong spring rally. This month's letter explores recent volatility, the outlook for stocks and bonds, and the key themes shaping the second half of 2026.
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Stocks posted solid gains in the holiday-shortened week as investors responded positively to continued diplomatic progress in the Middle East.
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The S&P 500 fell 1.95% while the Nasdaq skidded 4.60%. The Dow Jones Industrial Average rose 0.60%. The MSCI EAFE Index, which tracks developed overseas stock markets, lost 1.33%.
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Stocks moved higher during the shortened trading week as investors monitored developments in the Middle East and the Federal Reserve left interest rates unchanged.
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The S&P 500 rose 0.65%, while the Nasdaq advanced 0.70%. The Dow Jones Industrial Average gained 0.66%. The MSCI EAFE Index, which tracks developed overseas stock markets, added 0.92 percent.
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Stocks pulled back last week as investors grew concerned that rising oil prices could add inflationary pressure, while strong employment data reinforced expectations that the Federal Reserve may keep interest rates higher for longer.
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Monday, June 8, 2026
Markets remain resilient as investors weigh AI growth and inflation risks.
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Although the post-Memorial Day trading week was shortened, markets continued to build on recent momentum as improving sentiment and hopes for a potential peace agreement supported risk assets.
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Stocks rebounded last week as continued enthusiasm around AI fueled gains, while optimism over a potential Middle East peace agreement boosted investor confidence and helped lift major indexes higher.
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Markets ended the week on a mixed note as hotter-than-expected inflation reports overshadowed strength in semiconductor stocks.
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Markets moved higher last week as renewed peace negotiations boosted sentiment, while stronger-than-anticipated economic data and solid first-quarter earnings results added to investor optimism.
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Wednesday, May 6, 2026
AI-driven growth continues, but volatility remains part of the picture.
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April Market Update: LPL Shifts Modestly Toward Equities
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Stocks pushed higher last week as investors tuned out Middle East peace delays and honed in on corporate earnings.
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Markets ended the week mixed as investors weighed evolving ceasefire conditions and the broader implications of the Middle East conflict.
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Stocks rallied last week as investor sentiment improved, with markets responding to signs of easing geopolitical tensions in the Middle East and growing optimism around global trade activity.
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Tuesday, April 14, 2026
Geopolitical tensions continue to weigh on sentiment, but history suggests markets are often more resilient than headlines imply. In this month’s letter, we review past periods of conflict and current market fundamentals.
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Confidence overtook caution last week, with investors eyeing a durable ceasefire and improving prospects for the Strait of Hormuz to reopen.
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Stocks climbed during the shortened trading week as renewed optimism over a swift resolution to the Middle East conflict grew, while March job gains came in stronger than expected.
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Stocks closed a difficult week on a down note as investors moved their focus away from ceasefire developments and toward worries about the long-term economic effects of an extended conflict.
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Markets had another rough week as news out of the Middle East and shifting remarks from leaders kept things moving all over the place.
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Stocks logged a third-straight down week as investors digested the latest news out of the Middle East, navigated more volatility, and mulled the latest economic data.
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Markets declined last week as investors weighed the impact of a new Middle East conflict and evaluated mixed signals from the labor market.
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The broad market declined last week as investors reacted to worries over artificial intelligence (AI) developments and stronger-than-anticipated wholesale inflation data.
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Tech Gains Outshine Economic and Global Worries, Sending Stocks Higher After Bumpy Four-Day Run
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Tuesday, February 17, 2026
Kevin Warsh’s Fed: AI Productivity, Rate Cuts, and What It Means for Stocks in 2026
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Markets were saved last week by rallies on Monday and Friday, offsetting most losses in between as investors digested earnings.
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Equities finished the week mixed as investors weighed Q4 earnings, an anticipated Fed decision, and several key economic data releases.
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Markets ended a short, eventful week slightly lower, but improving economic news helped lift sentiment.
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Wall street ends volatile week with mild losses.
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Stocks rose sharply in a busy week marked by major economic data, geopolitical headlines, and bullish early-year sentiment.
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Stocks moved lower last week, pressured by year-end profit-taking and a cautious reaction to the Fed meeting minutes.
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U.S. Stocks Rise on Positive Economic Indicators, Overcoming Weak Consumer Sentiment
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Markets Finish Higher After Inflation Data Offsets Labor-Market Jitters
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Thursday, December 18, 2025
Stocks show resilience with a strong November rebound.
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Stocks ended last week mixed. A widely anticipated Federal Reserve decision on interest rates and a rotation into non-tech areas helped push the Dow higher, while the broader market and technology stocks lagged behind.
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Stocks advanced over the past week, hitting a string of new records as markets digested key jobs and inflation reports before the Fed’s next policy decision.
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Stocks pushed higher over the holiday week as investors' hopes for a Fed rate adjustment drove bullish sentiment.
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Rising volatility dominated Wall Street last week amid ongoing scrutiny of AI stock valuations.
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Markets finished the week mixed despite the government shutdown coming to a close, as investor worry focused on pricey megacap tech stocks and interest rate uncertainty.
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Tuesday, November 11, 2025
Positive momentum builds as we approach the end of 2025.
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Recent labor market data, low consumer sentiment, and the ongoing government shutdown discouraged investors last week.
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Despite some cautious comments from the Fed, stocks rose last week as trade developments, positive Q3 corporate results, and momentum in megacap tech drove another rally.
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Stocks rose last week thanks to upbeat third-quarter corporate results and mild inflation data, which helped soften concerns over trade tensions with China.
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After an unsteady rally to record highs over the first half of last week, markets fell sharply amid tariff concerns and trade with China.
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Undeterred by the government shutdown news, stocks rose last week showing that the markets are apparently discounting any impact it may have on the economy.
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Wednesday, October 1, 2025
Stock Market Fundamentals Outweigh Shutdown Drama
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Stock price valuations and a possible government shutdown were just a couple of the reasons that we saw markets retreat last week.
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Markets turned green last week while the Fed announced their decision to cut short-term interest rates.
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Stocks posted strong gains last week, in spite of a downward revision to jobs data and mixed inflation reports.
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Thursday, September 11, 2025
Say Good-Bye to Summer and Hello to the Historically Weak September
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Stocks mostly made gains last week, even as concerns grew as a result of particular economic reporting.
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Stocks ended the week slightly lower as mixed economic data led to some profit-taking by investors ahead of the holiday weekend.
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Investors were saved last week by a Friday rally sparked by Federal Reserve Chair Jerome Powell, who opened the door to adjusting short-term interest rates.
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Stocks rose last week despite mixed signals on inflation as investors kept one eye on the Fed’s September meeting.
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Tuesday, August 12, 2025
Markets remain resilient amid economic crosscurrent
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Stocks rebounded last week as investor optimism for a September rate adjustment and strong Q2 corporate results overcame the rollout of new tariffs.
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Stocks fell last week as investors were left to digest progress on trade negotiations, new U.S. tariffs, and fresh data on the U.S. economy.
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A new trade agreement and encouraging Q2 results from several companies promoted investor optimism, pushing market averages to solid gains.
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Tariff talk, upbeat quarterly corporate reports and plenty of economic updates led to mixed market results.
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Stocks ended the week slightly lower while the U.S. announced new tariffs.
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Tuesday, July 8, 2025
Halfway through 2025, what a short strange trip its been.
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Trade developments and continued momentum pushed all three major averages to modest gains again during the shortened holiday trading week.
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Investors’ hopes for a lasting Middle East ceasefire and positive economic data set the stage for a broad-based stock market rally.
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Stocks were mixed during the shortened trading week as uncertainty over conflict in the Middle East and a Fed rate decision weighed on investors.
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Stocks fell last week as the interconnection between geopolitical events and financial markets were highlighted.
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Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions.
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Thursday, June 5, 2025
Markets display resilience amid present and looming uncertainties.
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Stocks advanced over the short trading week, resulting in a strong close to month of May. The S&P 500 and Nasdaq Composite saw their best results for a trading month since November 2023.
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Stocks picked up steam last week, following upbeat trade news and tame inflation reports.
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Despite ongoing trade concerns, volatility dropped last week after the Federal Reserve's update on short-term rates.
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We saw a mostly positive market reaction last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report.
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Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks.
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U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in.
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Stocks ended the week well into the green as traders continued to focus on tariff talks along with some upbeat news on inflation.
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Stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs.
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Friday, April 4, 2025
Tariffs and weakening economic data created more uncertainty, sending markets lower in March.
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Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak.
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Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors.
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Tuesday, March 11, 2025
After a robust recovery from the pandemic, followed by a period of surprisingly solid and steady growth on the back of resilient consumer spending, the economy finally seems poised to downshift to its pre-pandemic trend nearing 2% growth.
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Stocks continued their slide through a volatile week. U.S. trade policy drove much of the market’s movement, broadening investors' concerns about economic growth and inflation.
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Stocks were mostly down last week as investor concerns over inflation and trade policy combined to produce another volatile trading week.
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Stocks fell last week as concerns about sticky inflation and the pace of economic growth rattled investors.
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Stocks advanced last week despite some volatility.
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Tuesday, February 11, 2025
February brings two major market-moving stories to digest. They revolve around A.I. and Tariffs.
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An unsettling AI update, updates out of the White House and Q4 corporate reports brought on some volatility last week as investors attempted to digest market-moving news nearly every trading day.
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Tuesday, January 28, 2025
A Chinese AI firm appears to have developed a competitive AI model that performs as well as its Western counterparts at a fraction of the cost. The news put pressure on AI stocks, which have led the stock market for the past few years.
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Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports while markets seemed to welcome new developments out of Washington, D.C.
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Upbeat Q4 corporate reports and economic news stalled inflationary fears resulting in a fruitful week for investors.
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Stocks fell for the second consecutive week as a round of fresh economic data brought on the return of inflationary fears among investors.
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Stocks finished lower last week despite a powerful end-of-week rally.
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Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was nearly erased in the second half as investors seemingly took profits following the market holiday.
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The Federal Reserve decided to cut the fed funds rate by 0.25% but it was Fed Chair Powell's comments that seemed to unsettle investors, putting pressure on the market.
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Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data.
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Stocks posted solid gains over a short sessioned holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies.
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Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates.
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Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials.
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Thursday, November 14, 2024
The Medicare Part B premium and deductible will increase in 2025. Beginning next year, the new standard Medicare Part B premium will be $185 with a new annual deductible amount of $257.
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Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election results lending some market clarity for investors.
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As was expected, the Federal Open Market Committee (FOMC) announced their unanimous decision to cut the target range for the federal funds rate by 0.25%.
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Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors.
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Thursday, October 31, 2024
Social Security plays an important role in retirement. According to the Social Security Administration, Social Security beneficiaries will see a 2.5% increase to their benefit payments in 2025.
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Stocks were mixed last week as fresh economic data points and election-related uncertainty stunted market momentum.
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Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon.
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Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East.
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Tuesday, October 8, 2024
Client Letter | Beyond the Federal Reserve Rate Cuts | October 2024
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Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week.
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Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation.
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Stocks rallied last week as investors received better-than-expected consumer and producer inflation data.
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Tuesday, September 10, 2024
September 2024 Client Letter | The U.S. Economy and Financial Markets: Passing the Tests
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Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates.
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Thursday, September 5, 2024
The ADP Payroll Report for August was released today. This is what we learned.
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There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week.
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Stocks notched a solid gain as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows.
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Stocks posted solid gains last week, lifted by strong economic data and constructive comments from Fed officials.
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Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then seemingly dismiss the slow-down talk as speculation.
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Wednesday, August 7, 2024
Keeping a longer term view during brief market volatility.
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Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker economic data.
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Stocks had a back and forth week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names.
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Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in.
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Wednesday, July 10, 2024
Solid Gains to End the First Half of 2024
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Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data.
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Mixed Economic Data, Mixed Markets and Mixed Messages From Fed Chair
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Stocks Creep Higher Over Shortened Trading Week
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Thursday, June 20, 2024
Just a few months ago, the Fed seemed prepared to cut rates three times in 2024. However, an uptick in inflation in Q1 forced them to revise their outlook. After the June meeting, Fed officials now anticipate cutting rates once.
Read MoreMarket Enjoys Gains, Reacting to Major Report
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Monday, June 10, 2024
Stocks Benefit From Solid Fundamental Foundation
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#Dow Closes Above #40,000 as Investors Anticipate #Fed Rate Change
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Wednesday, May 15, 2024
Unpacking April's Consumer Price Index Report
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Stocks rise as financial markets anticipate a potential rate cut.
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Upbeat earnings and a dovish Fed have the markets seeing green.
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Thursday, May 2, 2024
After robust stock market returns over the last two quarters, the first month of 2024's Q2 reminded investors to remain conscious of "flying too close to the sun".
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Despite Turbulent Week, Stocks Stage Comeback.
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The bad news seemed to outweigh the good news as stocks fell for the third straight week.
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Inflation uncertainty and fears of an escalating Middle East conflict send stocks lower.
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Sunday, April 7, 2024
After a strong Q4 in 2023, the song remained the same for 2024's Q1. With stocks having done so well, some investors may hold more equities than they realize. Shifting some stocks into bonds or alternative investments could make sense.
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What Happened Last Week
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Some reasons why we like the energy sector right now..
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A worker can choose to retire and begin receiving Social Security benefits as early as age 62, but doing so may result in a reduction of as much as 30 percent.
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Wednesday, March 6, 2024
Many stocks continued their upward trend in February. Some near term market volatility should be expected.
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Thursday, February 8, 2024
Super Bowl LVIII, reviewing the stats that make up this year's championship game.
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What Happened Last Week
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Wednesday, January 3, 2024
Reflecting On 2023 And Looking Ahead To 2024
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What Happened Last Week : - Stock prices continue to rise - Results from two inflation reports and more..
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Tuesday, November 14, 2023
The Internal Revenue Service (IRS) recently announced upcoming changes to more than 60 provisions of the tax code for 2024. In this article, we've highlighted a few of the most critical tax bracket and retirement contribution limit changes.
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What Happened Last Week : - Strong close for stocks - A treasury bond auction - Comments from Fed Chair Powell and more..
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What Happened Last Week : - Equities rebound - A Fed funds rate decision - Lighter than expected employment report and more..
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What Happened Last Week : - Stocks continued decline - Stronger than expected economic reports and more..
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Wednesday, October 25, 2023
The Social Security Administration recently announced that many Social Security recipients will receive an increase in their benefits for 2024.
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What Happened Last Week : - Stocks mostly down - Housing starts rebounded - Mortgage rates reach 8% and more..
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What Happened Last Week : Markets show surprising resilience in light of middle east hostilities, Inflation numbers come in higher than expected, and more..
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What Happened Last Week : A green Friday in the stock market, Treasury yields reach highest levels since 2007, Important jobs numbers, and more...
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What Happened Last Week : Stocks continued to decline, Bond yields jump, Government shutdown avoided, and more..
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We're excited to introduce Account View 2.0 for our clients! Use the Investor Resources link below to learn more.
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What Happened Last Week : Equities declined sharply, September's Fed funds rate decision, A spike in the 10 year treasury yield, and more..
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What Happened Last Week : Equities clawed back after a sluggish start to the week, Gas prices surged, A labor strike in the auto industry, and more..
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What Happened Last Week : Stocks declined, A surprise production announcement that sent oil prices higher, Another potential interest rate hike and more..
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September 5, 2023 Weekly Market Update : The broader equity markets are off to a strong September start, Bond yields fall, Hiring in the private sector slows, and more..
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With September being life insurance awareness month, we wanted to provide a quick read about.. You guessed it! Life Insurance
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August 28 2023 Weekly Market Update : S&P 500 and Nasdaq finished well into the green, The DJIA dipped, Powell hints at future rate hikes and more..
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August 21, 2023 Weekly Market Update : The DJIA, S&P 500 and Nasdaq All Declined More than 2%, Treasury Yields Reached the Highest Levels Since Last October, Retail Sales Jump, and more..
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August 14, 2023 Weekly Market Update : DJIA Rose While the S&P 500 and Nasdaq Declined, Encouraging Numbers from Core CPI, and more..
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August 7, 2023 Weekly Market Update : Federal Debt Rating Gets A Downgrade, S&P 500 And Nasdaq Finish Well Into The Red, and more..
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July 31, 2023 Weekly Market Update : Equities Mostly Up, Another Interest Rate Increase, and more..
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July 24, 2023 Weekly Market Update : DJIA Increased 2.08%, The S&P 500 Also Rose, While The Nasdaq Slighlty Dipped, Housing Hits a Bump, and more..
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Tuesday, July 18, 2023
Some takeaways from the June Consumer Price Index (CPI) report to help put inflation in a better perspective.
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July 17, 2023 Weekly Market Update
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July 10, 2023 Weekly Market Update
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July 3, 2023 Weekly Market Update
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June 26, 2023 Weekly Market Update
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June 20 , 2023 Weekly Market Update
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June 12 2023 Weekly Market Update
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June 5, 2023 weekly market update
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Monday, May 29, 2023
Memorial Day 2023 weekly market update
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Friday, May 26, 2023
Wishing you a meaningful Memorial Day
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Monday, May 22, 2023
May 22, 2023 weekly market update
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Monday, May 15, 2023
May 15, 2023 weekly market update
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Monday, May 1, 2023
May 1, 2023 weekly market update.
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Monday, April 24, 2023
April 24, 2023 weekly market commentary.
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Thursday, April 6, 2023
Life insurance can be confusing. In this blog we've chosen to shed some light on a few of the different types of coverage options available in the marketplace and what you may want to consider when choosing a policy.
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Thursday, September 15, 2022
We've highlighted a few important details regarding Student Loan Debt Forgiveness.
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Friday, August 12, 2022
Happy National "Make a Will" Month! Call us or stop by to celebrate if there is anything that we can do for you, or someone that you care about.
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Tuesday, August 2, 2022
Whether our economy enters into a recession or not, it remains important that we understand our unique investment goals and individual tolerance for risk. Communication is also important and we look forward to chatting with you soon.
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Thursday, July 14, 2022
The SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Securing a Strong...
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