Purpose Wealth Management at Steward Partners

05/23/2026

05/23/2026

04/11/2025

We’re proud to celebrate that Kyle Blackwell is one of the 23 advisors at Steward Partners recognized on the Forbes 2025 Best-In-State Wealth Advisors list.

This incredible recognition is a testament to the dedication, excellence, and client-first mindset that define our partners. Congratulations to all honorees—your hard work and commitment to delivering exceptional service continue to inspire.

See the full list here: https://ow.ly/ECe750Vz2eW
Award Disclosure: https://ow.ly/QoxM50Vz2eY

09/12/2024

Save the Date: Saturday, October 12th

Free Shred Day! Come see us on Saturday, October 12th if you have documents to securely shred. The event is free to the entire community!

09/02/2024

Happy Labor Day!

Today we celebrate the dedication of all workers. As you enjoy a well-deserved break, its a great time to reflect on your financial goals. Whether you're planning for retirement, saving for your child's education, or just looking to build a stronger financial future, remember that every step counts.

If you have questions or need guidance on your financial journey, I'm here to help.

Enjoy the day - its well-deserved!

08/29/2024

It is an honor to be recognized as a Forbes Top Next-Gen Advisor. However, because the qualifying age range tops out just below age 40, this means I will soon age-out of consideration for this esteemed group. In other words, I am getting old! But just like the generations of men and women ahead of me that have educated and inspired me, I would like to do the same for the generation behind me-- Generation Z (born from 1997 to 2012).

Admittedly, most financial advisors (including myself) have not been proactive about reaching out to help this generation, but I would like to change that. Gen Z is known for having the lowest financial literacy levels among all generations. Financial literacy is rarely taught to Gen Z in school, and while there are many quality resources online, we can't leave it to chance by letting them attain their financial knowledge by means of a simple internet search or from a debt-ridden, materialistic social media influencer. Believe me, I don't have it all figured out, but I feel strongly that I can help this generation improve their financial literacy. It's time to tackle tough topics like debt, lifestyle creep, marital finances, giving, disciplined spending/saving, Biblical meaning of good financial stewardship, and beyond.

If you are a Gen Z and would like to talk, or if you know a Gen Z that could benefit from a talk, feel free to reach out!

Visit Our Website: https://ow.ly/piVT50Ta1tt

Forbes Link: https://ow.ly/o54X50Ta1tu

Disclosure Link: https://ow.ly/VRzU50Ta1tr

08/22/2024

Read to learn about the projected income tax burden for individuals, corporations, and the potential impact on the U.S. economy as a result.

Read to learn about the projected income tax burden for individuals, corporations, and the potential impact on the U.S. economy as a result.

08/20/2024

Wall Street is betting that Federal Reserve Chair Jerome Powell will confirm that interest-rate cuts are coming at the central bank’s annual confab in Jackson Hole, Wyoming. But as the debate shifts from “will they or won’t they?

(Bloomberg) -- Wall Street is betting that Federal Reserve Chair Jerome Powell will confirm that interest-rate cuts are coming at the central bank’s annual confab in Jackson Hole, Wyoming. But as the debate shifts from “will they or won’t they?” to “how big will they go?” — stock trade...

08/19/2024

Capital gains tax is one of the pillars of the American tax code, and relies heavily on basis to determine how much of a sale is taxable. The code allows for a step-up in basis on inherited assets, which can negate thousands of dollars in capital gains tax ...

With current step-up in basis rules, the most tax-efficient way to pass on your assets may be to kick the bucket. Learn more here.

08/06/2024

While market volatility can be unnerving for us all, there are 10 key takeaways about stock market corrections that we all need to be reminded of during these volatile periods.

In the midst of this global market sell-off, we offer 10 things for investors to remember about stock market volatility and corrections.