Savannah Patrick, Financial Advisor, AAMS, CPFA

09/05/2026

LPL's Weekly Market Performance for the week of August 31, 2026, highlights choppy trading for stocks, higher Treasury yields, and mixed commodity markets.

09/03/2026

LPL Research analyses adjustments to headline free cash flow measurements that more accurately reflect owner economics.

09/02/2026

LPL Research discusses what is driving a rise in French government bond yields and what this may mean for global bond markets.

09/02/2026

Great read about gifting to children/grandchildren!

There are ways to go beyond the $19,000 annual limit without being subject to the gift tax

09/01/2026

LPL Research explains why September often remains weak in midterm years and how stocks have historically rebounded in the fourth quarter.

08/29/2026

LPL's Weekly Market Performance for the week of August 24, 2026, highlights high profile tech earnings and Fed Chair Warsh's Jackson Hole speech.

08/27/2026

LPL Research discusses that as U.S. debt tops $40 trillion and yields climb; investors await Kevin Warsh's Jackson Hole speech for clues on rates and policy.

08/27/2026

I may be a day late, but I couldn’t let National Dog Day pass without giving a shoutout to all of my clients’ fur babies! 🐶🐾

One of the unexpected perks of this job has been getting to meet so many of your dogs. I’ve had meetings in clients’ homes while petting their pups, and I’ve even had a few decide that my lap was the perfect place to rest during our meeting. 😂

Honestly, I can’t think of a much better way to work!

So here’s to all the good boys and girls who have made client meetings just a little more enjoyable. ❤️🐕 Happy *belated* National Dog Day!

08/26/2026

🎉 Pouncy Financial, LLC is officially registered in Michigan!

And we have one of our dear Florida clients to thank for it. ❤️

They knew their adult child in Michigan could benefit from a conversation with us, so they made the introduction.

We had the opportunity to meet with them, talk through their financial goals, answer some questions, and help them see their finances from a different perspective.

And apparently… we blew them away. 😊

So much so that we knew we needed to make sure we could officially serve them right where they live.

That’s one of our favorite things about what we do. Sometimes a client relationship doesn’t just impact one person—it opens the door for us to help an entire family.

Michigan, we’re excited to be here! 👋

One more state. One more family. And hopefully many more conversations to come. 🇺🇸

08/25/2026

Nobody knows exactly what the stock market will do next. 👀

Not me. Not your golfing buddy. Not the people on TV. Not even the loudest voices on the internet.

Lately, I’ve had several people reach out with concerns about what the market could do over the next several months—or even years. And while we can’t predict the future, we CAN make sure you understand the amount of risk you’re taking and whether your investments are aligned with your goals.

That’s why I’m offering a FREE 30-MINUTE PORTFOLIO RISK ASSESSMENT.

We’ll take a look at your current investments and help you better understand:

• How much market risk you may be taking
• How your portfolio could react to market volatility
• Whether your investments align with your timeline and goals
• Where you may have opportunities to improve diversification or risk management

As a former educator, I am passionate about bringing clarity to this area that so many people are worrying about right now. Let's have a conversation designed to help you better understand what you own and why you own it.

Text me at (334) 309-8711 to set up a time to chat.