Dawson Coon, Financial Professional

02/07/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

02/06/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

02/05/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs".https://static.fmgsuite.com/media/documents/2fb09393-ed5f-4be4-81bf-4f93396338b1.pdf

02/04/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

02/02/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

01/31/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

01/30/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

01/28/2026

Check out LPL Financial Research's Weekly Commentary on the market: "The Productivity Advantage: Powering Economic Growth in 2026".https://static.fmgsuite.com/media/documents/7e3dc7a2-f100-45cc-a62e-4d35da00dd88.pdf

01/28/2026

Planning your retirement means balancing your needs with your dreams. Learn how legislative changes and smart strategies can help you feel secure and ready for everything you look forward to in your retirement. Let’s connect to review your options.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

01/26/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

01/24/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

01/23/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.