Locust Lane Wealth Management

06/05/2026

Rising rates and inflation headlines have many investors nervous about bonds again. For retirees especially, the goal isn’t to panic, it’s to stay focused on protecting your portfolio. The key is making thoughtful adjustments, not emotional reactions.

If you’re unsure how today’s bond environment impacts your strategy, let’s talk. Our team can help you make thoughtful adjustments based on your goals.

Bonds are causing trouble again as yields rise and prices slump. This isn't a sequel to 2022, the last time bonds really tanked. But it pays to make some moves to protect yourself.

06/04/2026

June is Homeownership Month. 🏡 It's a good time to revisit how your home fits into your broader financial plan. From building equity to long-term planning, thoughtful decisions today can help support your goals down the road.

If it’s been a while since you’ve reviewed your strategy, now may be the right time to take a closer look.

06/03/2026

Staying informed means staying confident with your finances. Our gives you the insights you need to make smarter decisions. Read the full article below.

05/29/2026

When global events make the news, it is natural to feel uncertain about the markets. But looking at history, markets have often recovered and delivered positive returns over time.

Staying invested and focused on your long-term goals can make a difference during uncertain periods. https://locustlanewealth.com/2026/05/market-returns-during-past-geopolitical-conflicts/

05/27/2026

What’s shaping the markets? Check out LPL's Research's latest commentary for key takeaways from this past week.

05/26/2026

Are your profits working as hard as you are? We break down how high-earning business owners can start turning strong income into lasting wealth through smarter planning, setting up multiple streams of income, and investing in the future of your business.

Generating profits is only step one, the real opportunity is in what you do next. https://youtube.com/shorts/ic1Pc8BMN-4?feature=share

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our nation.

Please note that our office and the financial markets will be closed today in observance of Memorial Day.

05/22/2026

Many retirees are surprised by how taxes impact their income in retirement. Understanding common tax pitfalls and planning ahead can help you stay in control of when and how you pay taxes. Strategy matters., read the article below to learn more.

A little strategic planning will help your money go farther in retirement.

05/20/2026

Wondering what’s driving the markets right now? Explore the latest trends and opportunities in this week's article.