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Allset Wealth
Home
About
Meet The Team
Our Custodian-LPL
Allset Approach
Services
Resources
Blog
For Fed Employee
For Tech employee
FAQs
Client Portal
Investment Account
Financial Planning
Book now
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Our Custodian-LPL
Allset Approach
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September Monthly Insights – Gold Highs, RILA Growth & Life Insurance Tips
Shuo Li, CFP®, CIMA®, CHFC® 9/12/25 Shuo Li, CFP®, CIMA®, CHFC® 9/12/25

September Monthly Insights – Gold Highs, RILA Growth & Life Insurance Tips

Consumer confidence dipped in August as people worried about jobs, high prices, and tariffs. Some small companies also grew cautious, expecting higher costs ahead.

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August Monthly Insights: U.S. Economy Growth • Stock Market • Private Investments
Shuo Li, CFP®, CIMA®, CHFC® 8/4/25 Shuo Li, CFP®, CIMA®, CHFC® 8/4/25

August Monthly Insights: U.S. Economy Growth • Stock Market • Private Investments

The U.S. economy grew by 3.0% in the second quarter of 2025 (April–June), after shrinking by 0.5% in the first quarter. That gives us about 1.2% average growth for the first half of the year — slower than 2.5% growth in 2024, mostly due to less consumer spending.

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July Monthly Insights: Inflation in May • Housing Market • Life Tip
Shuo Li, CFP®, CIMA®, CHFC® 7/1/25 Shuo Li, CFP®, CIMA®, CHFC® 7/1/25

July Monthly Insights: Inflation in May • Housing Market • Life Tip

Some people thought the trade war would make inflation jump higher, but that hasn’t happened. Instead, inflation is moving closer to the Federal Reserve’s 2% goal. Consumer spending was soft in May, especially on travel and fun activities.

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June Monthly Insights: Dollar Drop • Retiring in China • Financial Aid & Life Insurance
Shuo Li, CFP®, CIMA®, CHFC® 6/2/25 Shuo Li, CFP®, CIMA®, CHFC® 6/2/25

June Monthly Insights: Dollar Drop • Retiring in China • Financial Aid & Life Insurance

The U.S. dollar has dropped about 5% against a basket of global currencies.
But according to Federal Reserve data, the “real value” of the dollar (after inflation) is still high—about two standard deviations above its long-term average.

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May Monthly Insights: Top Retirement Spots, Market Headlines & Sector ETF Q&A
Shuo Li, CFP®, CIMA®, CHFC® 5/5/25 Shuo Li, CFP®, CIMA®, CHFC® 5/5/25

May Monthly Insights: Top Retirement Spots, Market Headlines & Sector ETF Q&A

U.S. News & World Report’s 2025 ranking highlights the top three U.S. retirement destinations and the criteria used:

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Question? Get in Touch!

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Contact

Shuo Li
(240)316-8158
Shuo.Li@LPL.com

Location

303 International Circle, Suite 105
Hunt Valley, MD, 21030

Shuo Li is Financial Planner with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with Allset Wealth.

LPL Enterprise Form CRS

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This information is not intended as authoritative guidance or tax or legal advice.  You should consult with your attorney or tax advisor for guidance on your specific situation.

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