Q1 - 2026 Newsletter

INTRODUCING OUR QUARTERLY NEWSLETTER

We’re excited to introduce the Laurus Financial Group quarterly newsletter. This newsletter will share helpful financial insights, market updates, and occasional highlights from our team and office.

At Laurus Financial Group, we take a principle-centered approach to financial and investment planning with the goal of helping you protect what you value most—your family, lifestyle, and legacy. This newsletter is one more way we hope to stay connected and provide guidance and perspective along your financial journey.

OFFICE UPDATES

OFFICE RENOVATION UPDATES

We’re excited to share that we recently completed renovations to our Laurus Financial Group office. Our goal was to create a space that is both welcoming and comfortable for clients while reflecting the professionalism and care we bring to every relationship.

If you haven’t scheduled your next meeting yet, now is a great time!

MARKET INSIGHT QUARTERLY

POSITIVE FACTORS

CONCERNING FACTORS

LPL RESEARCHER'S PERSPECTIVE

BENEFICIARY REVIEW REMINDER

Life events such as marriage, divorce, or the birth of a child can make it important to review beneficiaries on retirement accounts, life insurance policies, and other financial accounts. Ensuring these designations are up to date can help avoid complications and ensure your wishes are carried out.

GET TO KNOW THE LARURUS TEAM

At Laurus Financial Group, our team works together to provide thoughtful guidance and personalized service to every client.

We thought it would be fun to share a little more about the people behind the scenes.

Cory McDaniel

Cory may run the show, but his favorite title is grandpa - this sweet Easter egg hunt moment is his granddaughter, Freya

Jed Barnett

When he's not helping clients, Jed is busy chasing life with his crew - his wife Tayler and daughters Ellie and McKenna keep things fun and full of energy.

Janine Klug

Janine, her husband Jon and daughters Anna and Heather traveled to celebrate her mom's 91st birthday - such a special family momment.

Maria McDaniel

Maria and her husband Caleb soaking up the Palm Springs sunshine - because a little getaway is a good idea.

SCHEDULE YOUR NEXT REVIEW

If you havent scheduled your next meeting yet, now is a great time to get it on the calendar.

Meet with Jed Barnett

Meet with Cory McDaniel