Cypress Wealth Services

04/03/2026

🌟 You’re Invited 🌟

If recent market volatility has you feeling uneasy or raising questions about your financial future, you’re not alone.

Join us for our upcoming Quarterly Market Review on Thursday, April 23 at 11:00 AM PT.

We’ll break down what’s happening in today’s market, cut through the headlines, and focus on what really matters for your financial plan.

If you’ve been feeling concerned, this is a conversation you won’t want to miss.

👉 Register below to join us.

Join us for our upcoming Quarterly Market Review with BlackRock, where we’ll take a thoughtful look at the current market environment and what it means for your financial plan. With recent market volatility and ongoing geopolitical uncertainty, it’s more important than ever to stay grounded in a...

03/31/2026

Last week, we hosted a conversation with Amada Senior Care, a national leader in home care, to better understand what families actually experience when long-term care becomes necessary. It was a meaningful discussion. What stood out most was this:

Long-term care is not just a financial decision. It is a family decision.
It is also a planning conversation that should begin much earlier than most people expect.

We encourage you to read the highlights of the webinar and see the replay link in the attached article.
https://www.cypressws.com/blogs/don-t-wait-to-plan-for-care

03/10/2026

At Cypress Wealth Services, we spend significant time helping clients build thoughtful financial plans. But planning is only part of the story.

What happens when a long-term care need actually arises?

To bring clarity to this important topic, we’re hosting a Q&A discussion with Amada Senior Care, a national leader in home care services. They will share what they see from a real world perspective when families suddenly find themselves navigating care decisions.

🗓 Thursday, March 26
⏰ 12 PM PT / 3 PM ET

Join us for this important conversation and gain practical insight into what families often experience when care becomes necessary.

👇 You can register below.
https://us02web.zoom.us/webinar/register/2517730691677/WN_e8nIeWw1RdKmuNpHyNPVEA

02/10/2026

🌟 You’re Invited 🌟

A major tax bill passed last summer and many people aren’t sure how it affects them.

With tax season upon us, this is a timely opportunity to understand what’s changed and how it may impact your financial decisions moving forward.

Join us Thursday, February 26 at 11am PT for our upcoming webinar.

📩 Registration link below.
https://us02web.zoom.us/webinar/register/3017697121181/WN_2idZnt6UQkG4h8rZs601pw

01/03/2026

A new year is the perfect time to reset, reflect, and refocus—especially when it comes to your financial strategy. What better way to start the year off right than by gaining insight into the markets? 📈✨

Join us on January 15th at 11:00am PT as we review key market trends from 2025 and explore what could shape the markets in 2026. We’ll cover the economic landscape, recent market movements, and ideas to consider as you plan for the year ahead.

Whether you’re seeking clarity on recent market activity or perspective on the opportunities and risks ahead, this discussion is designed to help you start the new year informed and confident. 🎯

https://us02web.zoom.us/webinar/register/6217673853883/WN_HJ_7jKl9RjmN10JXrvNzqw

01/01/2026

Cheers to a new year and new possibilities. 🎉

From all of us at Cypress Wealth Services, we wish you a wonderful year ahead filled with moments that matter most.

Happy New Year!

11/27/2025

Happy Thanksgiving from all of us at Cypress Wealth Services! 🦃🍁

Today we’re reflecting on the many things we’re grateful for—especially the clients, families, partners, and friends who make up our incredible community. Thank you for the trust you place in us and for allowing us to be part of your financial journey.

We hope your day is filled with good food, meaningful conversations, and time spent with the people who matter most.

From our Cypress family to yours, Happy Thanksgiving! 🍂✨

10/23/2025

📈 The Fed, Inflation, and Interest Rates: What It Means for You

Markets have been sending mixed signals — and many investors are asking, what’s next?

Join us for a timely discussion with Apollo Lupescu, PhD, Vice President at Dimensional Fund Advisors, as we break down:

✅ The Fed’s latest moves
✅ Inflation’s long-term impact
✅ Recession risks
✅ Strategies to stay confident in uncertain markets

Don’t miss this insightful session — Register below!👇 https://us02web.zoom.us/webinar/register/9717612425188/WN_SfVuihjdTn-CS1Wb0cdEVw

10/04/2025

📈 Join Us for a Market Outlook Conversation

It’s been an eventful year in the markets and global economy. Join us on October 23rd for an engaging webinar as we review today’s environment and share insights on what may be ahead in the final months of 2025—and into the new year.

This is a great opportunity to gain perspective on the trends shaping portfolios and positioning strategies for what’s next. Sign up below. 👇

https://us02web.zoom.us/webinar/register/WN_d2g1FWn-TSmRXM0i9an3dg #/registration

09/30/2025

🚀 Cypress Wealth Services is Growing!

We’re thrilled to welcome Jim Bray, CFP®, CEPA®, to Cypress Wealth Services as Managing Director and Senior Financial Advisor. With 20+ years of experience, Jim brings a client-first approach to helping families grow, protect, and preserve wealth. 👏

https://www.cypressws.com/blogs/cypress-wealth-services-welcomes-jim-bray--cfp---cepa---as-managing-director-and-senior-financial-advisor

09/03/2025

✨ Big news! ✨

The “One Big Beautiful Tax Bill” recently passed—and it’s packed with changes that could impact you and your family.

We’re hosting a live webinar to break it all down in plain English. Our partners at J.P. Morgan will join us to share their insights and answer your questions on the spot.

📅 When: Thursday, September 18th
🕚 Time: 11:00 AM PT

Grab your seat and join us for this important conversation. You won’t want to miss it!

Register here
https://us02web.zoom.us/webinar/register/WN_41EbTi6XSKqX3un8wjLVgA #/registration

07/30/2025

Social Security isn’t just a check — it’s a strategy.

When and how you claim can impact your income, taxes, and overall retirement plan.
We often get questions like:

👉 Should I delay my benefits?
👉 Are they taxable?
👉 What happens if I keep working?

This quick article breaks down the top 6 questions we hear — and why they matter.
https://www.cypressws.com/blogs/social-security-faqs