Curtis Tenpenny Phillips Wealth Counsel

06/08/2026

: Inflation is experiencing upward pressure, bond yields are trending higher, and the equity market’s pain threshold to these factors may prove higher than most think.

https://ow.ly/RTbZ30sWm3h

06/01/2026

: While the lower arm of the K-shaped economy is struggling, the upper arm is doing enough to keep total consumer spending growing. Perhaps the spread is just getting wider.

https://ow.ly/OkqN30sWawc

05/25/2026

: We’re seeing big value creation in some very narrow pockets of the market, evident in the narrow breadth of the recent advance. This is late cycle performance.

https://ow.ly/CH5x30sW0Lj

05/11/2026

Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.

https://ow.ly/Q9U930sVGIN

05/04/2026

Compound interest can make a big difference. Even small amounts, when left to grow, can turn into something much bigger.

Think of the snowball effect: The longer your money stays invested, the faster it can grow.

https://ow.ly/F8sR30sVvY0

04/27/2026

: Despite the recent roller coaster in equity markets, investors should be happy with returns so far this year.

https://ow.ly/PIlz30sVlQL

04/20/2026

: The onslaught of headlines has been almost deafening, even terrifying at times, helping drive markets up one day and down the next.

Markets often overreact to the news flow, and that is likely where the opportunity lies.

https://ow.ly/Qcqh30sVbbZ

04/07/2026

Women are playing a rapidly expanding role in shaping the future of philanthropy. A more intentional approach to giving can incorporate personal experience, purpose, and long-term impact.

https://ow.ly/P6Pl30sUTnb

03/30/2026

: As hostilities broke out in the Middle East, markets were initially rather resilient. After three weeks though, that resilience is fading and the conflict is weighing more heavily on markets.

https://ow.ly/tim430sUHQP

02/02/2026

: When it comes to large cap vs small cap it sure feels like big always wins. But the start of a new calendar year typically has folks asking, “is this the year for small cap?”

https://ow.ly/kkHF30sT9nR

When it comes to large cap vs small cap it sure feels like big always wins. But the start of a new calendar year typically has folks asking, “is this the year for small cap?”