Shear Capital Group, LLC.

10/13/2026

We're honored to have qualified for LPL Financial’s Ascent Group this year. While we're grateful for the recognition, what makes it especially meaningful is what it represents: the trust our clients place in us, the relationships we've built, and the opportunity to help incredible families, business owners, and retirees work toward their financial goals. None of this happens alone. We're incredibly thankful for our clients, our team, and everyone who has supported us along the way. Your confidence and partnership are what make milestones like this possible.

We're proud of what this recognition reflects, but even more grateful for the opportunity to serve the people who count on us every day. Thank you for being part of our journey!

09/24/2026

A lot of people are seeing emails about higher yields on their savings accounts after last week's FOMC meeting. It sounds great, but don't confuse it with real growth.

Once taxes hit, that "high yield" drops closer to ~ 2%.
Inflation is around 3%.
Your real return is roughly -1%, meaning your cash buys a little less each year.

Cash isn't for building wealth.
It's for stability, emergencies, and flexibility.

If you want long-term growth, you need to invest in assets that consistently beat inflation over time.

09/16/2026

September = Life Insurance Awareness Month

A lot of people don’t love the topic of “life insurance.” I get it. It’s often tied to high sales pressure, complex details, and conversations nobody is excited to have.

But it plays a meaningful role in a financial plan.

I revisit it every year on LinkedIn because people reach out thanking me for the reminder - and many end up realizing they need to update their coverage and get something in place with my team.

Life keeps moving:
➞ marriage
➞ kids
➞ buying a home
➞ income changes
➞ growing debt
➞ business milestones
➞ health changes
➞ evolving estate needs.

Coverage should keep up with all of that.

It feels refreshing to have someone take a clear look at what you’ve got going on.

Sometimes that means adding more.
Sometimes adjusting what’s already there.
Sometimes everything is already right where it should be.

What matters most is simply taking the time to review it with someone you trust. 💡

09/07/2026

Labor Day is a reminder of everything you put into building a life you’re proud of. The long hours, the career milestones, the financial decisions that require real thought, and the commitment to creating stability for yourself and your family.

For Gen Z and millennials, it often means growing in your career, building wealth with intention, and trying to make smart choices in a financial world that’s more complex than ever.

For retirees, it’s about enjoying the freedom you’ve earned, protecting what you’ve built, and making decisions that keep your future and your legacy on track.

Different stages of life and different priorities, but the same drive to create a future that feels secure and aligned with your values.

It’s a good day to pause, take a breath, and recognize the progress you’ve made.

09/05/2026

Some of the most organized people we work with aren’t the ones with open calendars. They’re the ones juggling the most. Packed schedules, kids just getting back to school, constant travel, nonstop decisions… yet they stay ahead of the things people naturally tend to delay.

After working with a lot of business owners and high‑performing individuals, one thing is clear: life doesn’t slow down. The people who stay on top of their financial world choose to be intentional.

And the things that get ignored are often the ones that turn into the biggest problems later:

➠ Surprise tax bills that could’ve been avoided
➠ Not having the right type or amount of insurance (life insurance, income protection, personal liability, etc.)
➠ Letting cash pile up instead of putting it to work
➠ Delaying retirement longer than necessary
➠ Putting off updates to estate planning documents
➠ Overspending or underspending and throwing off long‑term plans
➠ Holding too much of one stock and derailing retirement
➠ Mismanaging employer stock options and missing key opportunities

The busiest people don’t avoid these things, they prioritize them.

Intentionality beats free time every time.

If there’s something you’ve been meaning to get in order, starting now is usually the easiest path forward. 💡

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.