Simplified Financial

08/31/2026

Sometimes doing something isn’t the same as fixing something. 👀

In the latest article, Kate Templeton and Evan Coffey look at two recent examples of policymakers stepping in to calm financial markets and why the relief didn’t last.

💹 The markets rallied… then reversed.

🪃 Why? Because the underlying problems were still there.

🏛️ The takeaway: Don’t just watch what policymakers do. Pay attention to whether their actions actually address the problem.

Read the latest Markets & Minds article here:

By Evan Coffey & Kate Templeton When financial markets misbehave, policymakers tend to take action. That reflex has played out twice over the last month, once in currencies and once in fixed income. Both times the response looked decisive. Both times, too, markets rallied briefly on the news before....

08/28/2026

It’s a sweet treat to get out of the office every now and then! 🍩🍰😉

We love supporting our local businesses and stopped by Marilyn's Sweet Addictions for some delicious dessert! 😋🧁

08/27/2026

Simplified Financial’s Investment Team explores why the “tortoise” may be quietly outperforming the “hare” in this Markets In Depth insights:

🐢 Value takes the lead: While growth and technology continue to dominate financial headlines, value stocks have been quietly outperforming growth over the past year.

📊 Less risk, stronger returns: Since 2022, value stocks have delivered higher total returns than growth stocks while experiencing significantly less volatility.

🌎 Diversification still matters: The market’s biggest winners can change over time, making it important to remain diversified across investment styles, sectors, company sizes, and geographies.

🏁 Slow and steady can win: Investors shouldn’t abandon growth for value, but this market environment is a reminder that the areas receiving the least attention can sometimes become tomorrow’s leaders.

Check out the full article here:

By Eric Parnell “Your friend is heavy, But he was ready And never stopped for a while, And while you were sleeping, He went on keeping the final line in his mind. It’s all right, it’s all right, it’s all right” –Tortoise and the Hare, The Moody Blues, 1970 The hare attracts all of the at...

08/25/2026

When you think of us, what comes to mind first: Carmen or Simplified Financial? 💰

Let us know in the comments! 👇

In this clip, Carmen shares a little about building her name alongside the business 💚

08/18/2026

Simplified Financial Management Director Eric Hough deep dives into asset allocation trends in the recent market:

📊 High-net-worth investors have reduced fixed income well below traditional norms, with bonds and cash averaging just 10% of portfolio weight, reflecting a meaningful and growing preference for real assets over traditional fixed income.

📃 The permanent restoration of 100% bonus depreciation under the One Big Beautiful Bill Act materially strengthens the after-tax case for real estate, combining current income, inflation protection, and meaningful tax deferral in a single asset class.

🛡️ The infrastructure label alone is not a reliable guide to defensive positioning, as a fund's underlying leverage and asset mix ultimately determine its risk profile more than the sector it claims to occupy.

Read the full article here -

By Eric Hough In my best Steve Harvey voice: “We surveyed two hundred advisors on the optimal 2026 portfolio allocation for high-net-worth clients, and the top answer is on the board” Survey Says: There is no number one answer! There is no consensus and no single model dominates! Ok, I confess, ...

08/13/2026

Let’s see those back to school pictures! I love seeing them! Here is my senior Kylee on her first day of kindergarten and first day of senior year!.

08/12/2026

WE THINK WE’RE PRETTY AWESOME BUT THEY DO TOO! 🤩

We’re so grateful for the kind words people have shared with us through Google Reviews! ⭐️

THANK YOU to everyone who has taken the time to share their experience. Your reviews helps our team so much. 💚

08/11/2026

Simplified Financial's Chief Market Strategist Eric Parnell, CFA examines the recent market surge in his latest article:

🌊 The S&P 500 has surged to new all-time highs on strong fundamentals, but rising high yield credit spreads and a widening gap between cryptocurrency prices and the Nasdaq point to growing risk aversion beneath the surface.

🤖 Volatility metrics present a mixed picture, with the VIX remaining near multi-year lows while Nasdaq-specific volatility has been quietly climbing since early 2025, reflecting increasing unease around large-cap technology and AI names.

💱 The most under appreciated current market risk is a potential disorderly unwind of the yen carry trade, which could force mass liquidation across global markets, though policymakers are actively working to prevent such a scenario.

Check out the full Economic & Market Report here -

“I know times are changing, It’s time we reach out for something new, That means you, too, You say you want to be a leader, But you say you can’t seem to make up your mind, I think you better close it, And let me guide you to the purple rain” – Purple Rain, Prince and the Revolution, 1984 ...

08/07/2026

🎒 Back-to-school season is here!

With every school district starting on a different date, we're curious, when do your kids/grandkids start their first day?

We can't wait to see their 1st day back at school pictures!

08/06/2026

We had a wonderful time hosting today’s Retirement Readiness Workshop 🙌🏽 Thank you to everyone who joined us! 💚