Terry Wealth Management

10/16/2026

A very special announcement! 🤍

We’re excited to share that Nadia has welcomed her baby boy, Easton! We’re so happy for Nadia and her family as they begin this exciting new chapter and enjoy these precious first moments together.

From all of us at Terry Wealth Management, congratulations, Nadia! Wishing your family so much love and happiness as you welcome sweet Easton. 💙

10/14/2026

Shane and Krista cheered on the Denver Broncos this Sunday at SoFi Stadium as they took on their division rivals, the Los Angeles Chargers. It was a close matchup and an exciting afternoon of football, with the Broncos coming away with the win!

Nothing beats getting to experience the energy of game day in person. 🏈🧡💙

10/12/2026

When it comes to government debt, the real question isn’t just how much is owed. It’s how much it costs to pay it back.

This week, LPL Research examines the growing U.S. debt burden and how higher interest rates are increasing the cost of paying interest on government borrowing. As interest expenses rise, questions surrounding Treasury yields, government spending, and the long-term sustainability of the nation’s finances are becoming increasingly important for investors.

While rising debt and borrowing costs can create challenges for financial markets, understanding these dynamics helps investors better evaluate economic risks and what they could mean for the broader market.

For investors, it’s a reminder to look beyond the headlines, keep long-term goals in focus, and understand how changing economic conditions may affect their financial plans.

Read this week’s Weekly Market Commentary:
https://www.lpl.com/research/weekly-market-commentary/the-debt-math-explained.html

10/09/2026

💛 A little kindness can go a long way!

Emily recently volunteered at a kindness board supporting su***de prevention, where people could stop by and leave an encouraging message for someone who might be struggling or simply need a little extra kindness that day.

It was so rewarding to see how many people participated and how appreciative they were for the opportunity to leave something positive for a stranger.

Consider this your reminder to do something small and kind for someone today.💛

10/07/2026

Not all money has the same job. 💰 In fact, the money you may need soon, should generally be kept accessible and liquid, like in a high-yield savings account. On the other hand, money you won’t need for years, may have more opportunity to be invested for long-term growth, such as in a diversified stock portfolio.

The key to making the most of your money is to know what each dollar is for and when you’ll need it. By categorizing your money into different buckets based on your financial goals and timelines, you can make informed decisions about how to allocate your resources and make progress towards achieving your objectives.

10/05/2026

Homecoming weekend at CSU! 💚🏈

Shane and Krista got to head back to their alma mater for Homecoming, spend some time with his family, cheer on the Rams, and celebrate his birthday! It was a pretty great weekend filled with family, football, and good memories.

Happy Birthday Shane! And Go Rams! 🐏💚

10/02/2026

Happy Birthday, Shane!

Today we’re celebrating you and all you do for our clients and the people around you.

Wishing you a wonderful day with family and friends and a year filled with new adventures, great memories, and plenty to celebrate. Join us in wishing Shane a happy birthday!

09/30/2026

Markets don’t need an absence of worry to move higher. But investors do need to understand what’s behind the headlines.

This week, LPL Research examines three challenges facing stocks: tensions in the Middle East, higher interest rates, and questions about whether massive AI investments will deliver expected returns.

While these risks could bring more volatility, LPL believes economic resilience and corporate earnings continue to support a constructive longer-term outlook.

For investors, it’s a reminder to keep short-term uncertainty in perspective and revisit how your portfolio aligns with your goals, time horizon, and comfort with risk.

Read this week’s Weekly Market Commentary:
https://www.lpl.com/research/weekly-market-commentary/stock-markets-wall-of-worry-gets-taller.html

09/28/2026

Homecoming weekend is almost here at Colorado State! 🐏

On a recent visit to Fort Collins, Shane and Emily built a b**r pong table together ahead of the big weekend. A little father-daughter project to get ready for the festivities!

Go Rams! 💚💛

09/23/2026

What’s behind record S&P 500 profit margins, and how long can they last?

LPL Research finds that part of the increase may reflect a lasting change in the companies that make up the index. But some of today’s strong margins may be tied to conditions that won’t last indefinitely, particularly in semiconductors and AI infrastructure.

The takeaway: strong earnings matter, but so do the assumptions about how long that strength can continue. Read this week’s market commentary for LPL’s full analysis:

LPL Research analyzes whether S&P 500 margin expansion is structural or temporary, and what it means for earnings forecasts going forward.