Shear Capital Group, LLC.

08/06/2026

𝗔 𝗱𝗮𝘆 𝗜’𝗹𝗹 𝗻𝗲𝘃𝗲𝗿 𝗳𝗼𝗿𝗴𝗲𝘁.

On May 23rd, 2026, I had the honor of marrying my best friend. I’ve looked at this photo more times than I can count, and it still hits me every time. Our wedding weekend was full of joy, family, and perspective, the kind that reminded me how fast life moves and how important it is to slow down for the moments that truly matter.

Working with clients gives me the chance to hear their stories and help them prepare for the chapters they care about. Standing there with my wife made those chapters feel even more meaningful in real life, not just on paper. It’s a reminder of how powerful partnership can be. When two people come together with intention, one plus one becomes something greater than two.

Feeling grateful for her, for the people in our corner, and for everyone who trusts me with their own milestones.

07/03/2026

As we head into the Fourth of July weekend, it’s a reminder of how fortunate we are to live in a country built on freedom, resilience, and opportunity.

While we celebrate America’s independence, it’s also a meaningful moment to reflect on what financial independence looks like in our own lives. To us, true financial freedom isn’t about having the most; it’s about having choices. The ability to retire on your terms, support the people you care about, and build the life you’ve worked hard for.

We are grateful to live in a place where we have the freedom to pursue our goals, strengthen our communities, and shape our own path forward.

Wishing everyone a safe and enjoyable Independence Day weekend. 🇺🇸

06/16/2026

Proud to see LPL Financial step onto a national stage with its new multi‑year partnership with the PGA of America. Being affiliated with LPL, it’s energizing to be connected to a firm that continues to earn national recognition for its leadership and impact.

Golf and financial planning overlap more than people think. Both come down to:
➞ Long‑term strategy
➞ Patience when things get tough
➞ Sticking to the fundamentals
➞ Having a plan for every swing and every season

On the course or in your financial life, the small, consistent decisions are what move you forward.

Excited to see where this partnership goes - and even more excited to continue helping clients stay focused on their long game.

If you think your financial short or long game needs some assistance (like our actual golf game does) we are always here as a resource. ⛳️

06/02/2026

"Sell in May and go away" is one of Wall Street's most quoted investing phrases. It shows up in headlines every year, yet the market still gained nearly 5% this May.

→ Seasonal sayings are memorable, but they rarely explain what's actually driving returns.
→ Markets respond to business fundamentals, economic shifts, and real information, not the date on the calendar.
→ The investors who feel most confident are usually the ones following a plan built for years, not days.

I help my clients build strategies that adjust as conditions change instead of reacting to headlines or seasonal myths.

May comes and goes every year. A disciplined plan is what compounds. 💡

05/08/2026

We have been getting a lot of questions about gold lately - especially with the recent volatility. What we're seeing isn't a failure of gold as a safe haven. It's a reflection of global dollar stress.

Since 2019, gold has been treated as a Tier 1 asset, meaning banks and governments can count it at full value on their balance sheets. With the disruption in the Strait of Hormuz creating one of the largest energy supply shocks in decades, several Gulf nations are facing real dollar-liquidity pressure as oil exports slow.

In that environment, gold isn't just being held - it's being used. Some countries are selling or swapping reserves to raise dollars, which is contributing to the unusual price action.
As energy flows normalize and funding pressures ease, this forced selling should fade. But for now, gold is behaving less like a geopolitical hedge and more like a balance-sheet tool.

A helpful reminder: during periods of stress, liquidity needs often take priority over traditional "safe-haven" behavior.

Great article by LPL Financial

LPL Research discusses behind-the-scenes dynamics of gold’s price action since the onset of the U.S.-Iran conflict and global energy disruption.

03/17/2026

𝗜𝘁'𝘀 𝘁𝗵𝗮𝘁 𝘁𝗶𝗺𝗲 𝗼𝗳 𝘆𝗲𝗮𝗿 𝗮𝗴𝗮𝗶𝗻.

Brackets, buzzer beaters, and the chaos of the NCAA Division I Men’s Basketball Tournament.

Millions of people study matchups, analyze trends, and carefully choose their picks in hopes of completing the perfect bracket.

⭢ Yet almost no one gets a perfect bracket.

Why?

⭢ Because even great analysis cannot remove uncertainty.

Investing works the same way.

⭢ Markets surprise people
⭢ Headlines change narratives overnight
⭢ Short-term outcomes are unpredictable

Successful investors do not try to predict every upset.

They focus on the fundamentals.

⭢ Long-term strategy
⭢ Diversification
⭢ Risk management
⭢ Discipline

The goal is not to win every game.

⭢ The goal is to build a strategy that can win over many seasons.

Enjoy the madness this month. 🏀

02/25/2026

As 𝗔𝗽𝗿𝗶𝗹 𝟭𝟱𝘁𝗵 approaches and tax forms begin arriving, it’s normal for taxes to move front and center. But thoughtful planning around them isn’t a once-a-year task. It’s an ongoing part of the experience for our clients.

⭢ 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝘆𝗲𝗮𝗿-𝗿𝗼𝘂𝗻𝗱.
⭢ 𝗪𝗲 𝘀𝘁𝗮𝘆 𝗮𝗵𝗲𝗮𝗱 𝗼𝗳 𝘁𝗮𝘅 𝗶𝗺𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀.
⭢ 𝗪𝗲 𝗰𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗲 𝗱𝗶𝗿𝗲𝗰𝘁𝗹𝘆 𝘄𝗶𝘁𝗵 𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀’ 𝗖𝗣𝗔𝘀.
⭢ 𝗬𝗼𝘂𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁 𝗶𝘀𝗻’𝘁 𝗰𝗮𝘂𝗴𝗵𝘁 𝗼𝗳𝗳 𝗴𝘂𝗮𝗿𝗱 𝘄𝗵𝗲𝗻 𝟭𝟬𝟵𝟵𝘀 𝗮𝗿𝗿𝗶𝘃𝗲.
⭢ 𝗪𝗲 𝗮𝗹𝗶𝗴𝗻 𝗰𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀, 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀, 𝗮𝗻𝗱 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻.
⭢ 𝗪𝗲 𝘄𝗼𝗿𝗸 𝘁𝗼 𝗮𝘃𝗼𝗶𝗱 𝘀𝘂𝗿𝗽𝗿𝗶𝘀𝗲𝘀 𝗮𝗻𝗱 𝗰𝗮𝗽𝘁𝘂𝗿𝗲 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗲𝗮𝗿𝗹𝘆.
⭢ 𝗘𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗰𝗼𝗺𝗲𝘀 𝗳𝗿𝗼𝗺 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽 𝗮𝗻𝗱 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻.

𝗧𝗵𝗶𝘀 𝘁𝘆𝗽𝗲 𝗼𝗳 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀𝗻’𝘁 𝘀𝗲𝗮𝘀𝗼𝗻𝗮𝗹. 𝗜𝘁'𝘀 𝗶𝗻𝘁𝗲𝗻𝘁𝗶𝗼𝗻𝗮𝗹.

01/26/2026

📣 𝗕𝗶𝗴 𝗻𝗲𝘄𝘀 𝗮𝘁 𝗦𝗵𝗲𝗮𝗿 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗚𝗿𝗼𝘂𝗽 — we’ve officially moved into our new office!

It’s our first relocation in 27 years, and the change has brought a refreshing sense of energy. There’s something motivating about a new space and a fresh environment as we head into the new year.

Our address may be new, but our commitment to delivering an exceptional client experience and helping clients navigate their financial lives with thoughtful, proven guidance remains unchanged.

We’re grateful for the clients, partners, and team members who continue to grow with us. Here’s to new beginnings and an even stronger 2026.

12/31/2025

When the headlines get loud, a financial plan keeps you grounded. 2025 was a perfect example of why guidance matters.

Wishing our network a happy and healthy new year!

12/17/2025

We recently took part in an advisor forum, and it reminded us of 𝐨𝐧𝐞 𝐬𝐢𝐦𝐩𝐥𝐞 𝐭𝐫𝐮𝐭𝐡: when you put clients first, they’ll do the marketing for you.

→ We do not cold call.
→ We do not advertise on billboards.
→ We do not acquire other firms.
→ We do not host steak dinner seminars.

For us, 𝐦𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 isn’t about gimmicks or appearances—it’s about delivering a client experience that people naturally want to share with others. 🗣️