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Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4ywHUcb

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
10/16/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4AYOhaN

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/09/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

Client conversations. Industry knowledge. Licenses earned. Those skills don’t disappear when you consider what’s next—th...
10/07/2026

Client conversations. Industry knowledge. Licenses earned. Those skills don’t disappear when you consider what’s next—they carry forward. The right environment should recognize what you’ve already built. If you’re curious how your experience might translate, let’s start a conversation.

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4zfZPo7

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out ...
10/02/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

Congratulations to Lori & Karyn!We were excited to celebrate their incredible achievement of earning a trip to the Pinna...
10/01/2026

Congratulations to Lori & Karyn!

We were excited to celebrate their incredible achievement of earning a trip to the Pinnacle Conference in Scottsdale, Arizona! During the conference, they had the opportunity to hear from our firm's leaders, learn alongside talented peers, and enjoy some well-deserved leisure time.
Being invited to attend Pinnacle is a true reflection of their dedication, teamwork, and unwavering commitment to serving our clients. We are incredibly grateful for all they do and proud to see their hard work recognized.

Please join in congratulating Lori and Karyn on this well-deserved accomplishment!

Today, we pause to remember the lives lost 25 years ago and to honor the first responders and everyday heroes who answer...
09/11/2026

Today, we pause to remember the lives lost 25 years ago and to honor the first responders and everyday heroes who answered the call with extraordinary bravery. We will never forget.

Career growth looks different when it’s backed by people who’ve been where you are. Many financial advisors value enviro...
09/10/2026

Career growth looks different when it’s backed by people who’ve been where you are. Many financial advisors value environments built on partnership and mentorship, not competition. If community and support are part of what you’re looking for, I’m always open to connecting.

Address

Frisco, TX

Opening Hours

Monday 7:30am - 5pm
Tuesday 7:30am - 5pm
Wednesday 7:30am - 5pm
Thursday 7:30am - 5pm
Friday 7:30am - 5pm

Telephone

+19723358005

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