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Friday, June 5, 2026

Equity markets have continued their advance in recent weeks, with the S&P 500 near a record high following a rare nine-week winning streak on strong AI-driven earnings and prospects for an Iran agreement. While the macro backdrop remains mo

Thursday, May 28, 2026

A mid‑year review helps manage risk, rebalance your portfolio, and adjust goals as markets shift. Stay aligned with your long‑term plan.

Friday, May 8, 2026

Some of you may be surprised by the stock market’s recent strength, particularly with oil prices over $100 a barrel. To us, the amount of artificial intelligence (AI) investment is even more surprising.

Thursday, April 23, 2026

Learn how financial professionals support high earners with personalized planning, risk mitigation, tax efficiency, and strategies to build long‑term wealth.

Monday, March 30, 2026

Learn how to address wealth management in today’s market with strategies such as diversification, FinTech tools, and long‑term planning in Granite Shoals, TX.

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Wednesday, March 4, 2026

Geopolitical conflict with Iran has disrupted energy markets and added volatility, but strong U.S. economic fundamentals suggest stability should return.

Tuesday, February 24, 2026

Understand how taxes affect retirement income and explore ways to lower your tax burden for a confident retirement.

Monday, February 9, 2026

Other than the historic volatility in gold and silver prices, the biggest news for markets in January may have been the nomination of Kevin Warsh as the next Federal Reserve (Fed) Chair.

Thursday, January 29, 2026

Plan smarter for 2025 taxes with key credits, deductions, and IRS updates. Get the insights you need to help with optimizing your return.

Tuesday, December 23, 2025

Work on one resolution each month in whatever order works for you, and by the end of the year, you may feel a lot happier about your relationship with money.