Talbot Financial Designs

Exciting Family News from Talbot Financial Designs

Many of you have had the opportunity to work with Holly over the years. I wanted to share some exciting personal news with you: Holly had her baby last week, May 13th!

For those who may not already know, Holly is my daughter, and this will be her and Kevin’s first baby. Mom and Dad had chosen to be surprised, so we were all excited to learn that it was a baby girl, Kenna Joelle.

We appreciate your patience, prayers, and understanding during this very special time for our family.

You can use this link to set up a meeting (https://calendly.com/talbotfd/60min) or text me (515-575-9282) to set up a time to talk.

Rob

Tech Stocks In The News:

AMZN (Amazon-owned in the G33 & Core Select) delivered a strong beat, with AWS growing 28% — its fastest pace in over three years. Shares rose 2.73% for the week.

AAPL (Apple-owned in the G33 & Core Select) also exceeded expectations,driven by solid iPhone demand and continued strength in China. The company recently announced a CEO transition from Tim Cook to John Ternus in September 2026. Shares gained 4.68%.

META (Meta-owned in the G33 & Core Select) reported better-than-expected
earnings, but reported their first user decline and raised Capex estimates by
another $10B (now $125–$145B), sending shares 10.30% lower.

MSFT (Microsoft-owned in the G50, G33 & Core Select) posted strong results led by Azure growth, but softer guidance on revenue and margins, alongside higher capex, weighed on sentiment. Shares fell 2.44% for the week.

GOOG (Google-owned in the G50, G33 & Core Select) stood out as the top
performer, with revenue up 22%, Google Cloud surging 63%, and backlog
nearly doubling. Shares gained 9.96%.

You can use this link to set up a meeting (https://calendly.com/talbotfd/60min) or text me (515-575-9282) to set up a time to talk.

Rob