Investor's Resource

06/18/2026

💙 This one hits close to home.

Since 1992, this client has moved across 4 states, changed jobs 4 times, and built a life — and through all of it, they've trusted Investor's Resource with their financial future. That's what "Your Trusted Partner for Life" really means to us.

We are so grateful for clients like this who have been with us through it all. If you know someone who could use a financial team they can truly count on, feel free to share or tag them below! 👇

www.invresource.com

06/11/2026

HARD CONVERSATIONS: Helping beneficiaries and clients at critical times in their lives never gets old. Here’s a great example of how estate planning and beneficiary prep goes well beyond just executing legal documents like a will or a trust. It’s about beneficiary education and being available when crisis hits.

06/08/2026

Investment due diligence is one of the cornerstones of our wealth management service. As a new team member, we packed up Parrish and sent him off a few weeks back to interview managers from across the country! Baptism by fire, as they say! Here's what he had to say about the experience:

"This event was incredibly inspiring and educational. Being surrounded by so many intelligent and accomplished people gave me the opportunity to learn an immense amount in such a short period of time. Every conversation offered a unique perspective and challenged me to think in new and more ambitious ways. Taking away even one meaningful insight from each interaction sparked hundreds of new thoughts and ideas. It truly felt like I gained three years of experience in just three days." - Parrish Simmons, AWMA, AAMS

06/03/2026

Happy Birthday to Martha Gilpin - who never wants any fanfare whatsoever 🎂🎶🍰🥰 around the big day. We couldn’t help but support the chocolate industry with a little celebration cake! Thank you for all you do for our team and clients!

06/03/2026

Read our latest blog to learn how AI and technology are transforming financial planning, and what it could mean for your financial future.

How AI and Technology Are Transforming Financial Planning Financial planning has entered a new era. This new era is driven by algorithms, artificial intelligence (AI), and advanced digital tools. These innovations are reshaping how individuals and businesses manage money, plan for the future, and ma...

06/01/2026

1 Goal: Bringing Clients Objective Advice.
2 Conferences: Shari in Fla and Parrish in Az.
3 Days: Action Packed Interviews and Ideas ahead of one of the busiest times of the year for our time as we evaluate key strategic portfolio changes.

Working hard for you!

05/20/2026

Milo was a proud supporter this year at the Forbes - Shook Top Womens Advisor Summit! Mom snuck him downstairs for a photo op!
www.invresource.com

05/19/2026

Rick Wedell just released a new Market Commentary covering two of the biggest stories in markets right now: a historic Q1 earnings season and a fresh round of inflation data that is shifting rate expectations. This commentary helps put both stories in context for long-term investors.

Watch the latest Market Commentary:

The stock market is navigating two competing forces right now, and ...

05/13/2026

The cost of raising a child in the U.S. continues to rise, reaching a new milestone in recent estimates.

A new analysis puts the total cost at approximately $303,000 through age 18, or about $16,800 per year on average.

These figures include everyday expenses like housing, food, and childcare, but do not account for college costs, which can add significantly more over time.

Costs can also vary widely depending on location. Some states saw notable increases, while others experienced slower growth in certain child-related expenses.

While the overall total has increased, some categories, such as early childcare, have shown signs of stabilizing in recent data.

As costs evolve, these trends offer a broader view of how family-related expenses are changing.


Source:

Raising a child through age 18 is most expensive in Hawaii, where a family would spend an estimated $412,661 in 2026, LendingTree found.

05/07/2026

Life has a way of bringing unexpected change, and this conversation with Shari Moxley is such a meaningful reminder that how we respond to those moments can shape so much of our journey. Insightful, encouraging, and full of perspective worth hearing.