William Grant IV, CFP, APMA, CRPC

06/12/2026

Concerned about tax impacts for your beneficiaries? We have solutions to help them reinvest assets for continued growth potential while enjoying the benefits of tax-deferral. Ask me how it could work for you.

06/09/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

05/27/2026

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident in your plan. Let’s talk.

05/26/2026

Thank You for a Great Evening!

We had such a great time last Thursday night, thank you to everyone who joined us at The Capital Grille. We always appreciate the chance to spend time together, catch up, and talk through what’s going on in the markets.

A big thank you as well to Doug Bottaro from First Trust for leading the conversation. He did a fantastic job walking through the current market environment, what shifting interest rates and inflation could mean, and how staying focused on long-term goals can help navigate all the noise along the way.

We’re grateful to everyone who took the time to be there, and we’re already looking forward to the next opportunity to get everyone together again. ,

To see what other events we have this year, visit: https://bit.ly/4acdWki

05/26/2026

Thank You for a Great Evening!

We had such a great time last Thursday night, thank you to everyone who joined us at The Capital Grille. We always appreciate the chance to spend time together, catch up, and talk through what’s going on in the markets.

A big thank you as well to Doug Bottaro from First Trust for leading the conversation. He did a fantastic job walking through the current market environment, what shifting interest rates and inflation could mean, and how staying focused on long-term goals can help navigate all the noise along the way.

We’re grateful to everyone who took the time to be there, and we’re already looking forward to the next opportunity to get everyone together again. ,

To see what other events we have this year, visit: https://bit.ly/3RxNpHN

05/26/2026

Thank You for a Great Evening!

We had such a great time last Thursday night, thank you to everyone who joined us at The Capital Grille. We always appreciate the chance to spend time together, catch up, and talk through what’s going on in the markets.

A big thank you as well to Doug Bottaro from First Trust for leading the conversation. He did a fantastic job walking through the current market environment, what shifting interest rates and inflation could mean, and how staying focused on long-term goals can help navigate all the noise along the way.

We’re grateful to everyone who took the time to be there, and we’re already looking forward to the next opportunity to get everyone together again. ,

To see what other events we have this year, visit my website: https://bit.ly/3PEGqfI

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/20/2026

https://bit.ly/4tQAL4e

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

05/17/2026

https://bit.ly/4dMPk3U

If higher inflation has you concerned about your financial position, let’s connect. Ican help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.