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From Colleagues to Co-Founders; We help clients Plan & Prosper
With over 25 years of experience between us, we knew we were ready to build something that reflected not just our credentials and expertise, but our values, our shared vision, and most importantly, the needs of the people we serve.
Get to Know our New Intern – Nithya Vanacharla
Plan & Prosper is thrilled to welcome Nithya Vanacharla to our team this summer! Stay tuned as she shares insights and experiences throughout the journey with us. Here’s a little more about Nithya in her own words.
Weekly Market Commentary
Market Commentary | January 12th, 2026
Economic indicators over the recent period delivered a mixed but informative set of signals. The ISM Manufacturing Purchasing Managers’ Index (PMI) came in slightly worse than expected at 47.9% versus 48.3% expected, marking the tenth straight month of contraction and the lowest reading of 2025.
Market Commentary | January 5th, 2026
Economic indicators over the recent period provide a nuanced view of U.S. conditions as the year closed. Crude oil inventories showed mixed results at the end of the year, with a small increase followed by a decline. However, product stockpiles — like gasoline and distillates — rose sharply, reinforcing the view that supply remains ample.
Market Commentary | December 29th, 2025
It was a shortened week due to the Christmas holiday, but several key economic reports were released that provided a snapshot of current conditions.