Riverview Wealth Strategies

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Riverview Wealth Strategies • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

www.finra.org/www.sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/28/2026

I recently had the opportunity to travel to London for a capital market summit hosted by a macroeconomic forecasting firm headquartered in the UK.

Here are a few things that stood out:

Net immigration in the U.S. has fallen dramatically over the last two years while unemployment has remained essentially flat. AI and its impact on the labor force were a major topic of discussion. Back-to-school spending was strong this fall, which is typically a leading indicator for strong holiday spending. And the Social Security Trust Fund is projected to become insolvent by 2032, which means cuts to entitlements or increases in tax revenue are likely coming.

The world is big, confusing, and at times chaotic. Part of my job is to make sense of it all for you.

If you want to talk through what any of this means for your financial plan, reach out.

📍 RiverviewWS.com

10/21/2026

Meet Daryce, Senior Financial Advisor and Partner here at Riverview Wealth Strategies.

Daryce has been in the industry since 1987 and has seen just about everything. From a commission-based industry to the client-focused, transparent model we operate in today, she has been a part of that shift every step of the way.

What sets Daryce apart is the relationships she builds. Many of her clients have been with her for nearly all of her 40 years in the industry. She has been there for the celebrations, the milestones, and the hard moments too.

We are lucky to have her on our team!

📍 RiverviewWS.com

10/14/2026

Rebalancing gets talked about a lot in investing circles. But most people do not fully understand why it matters.

It is not just about adjusting your portfolio. It is about keeping your risk in check, adapting to changes in your life, and taking emotion out of your investment decisions.

When markets run up, systematic rebalancing keeps you from accidentally taking on more risk than you signed up for. And when things correct, you are not caught off guard.

Life is not linear. Your portfolio should reflect that.

If you want to talk through whether your current investment approach is working for you, reach out.

📍 RiverviewWS.com

10/07/2026

The S&P 500 recently closed within 1% of its all-time high. But on that same day, more stocks in the index hit 52-week lows than 52-week highs.

So what is actually going on?

When you buy the S&P 500, approximately 40% of your gain or loss comes from just 10 companies. That level of concentration has only happened twice before in history. July 1929 and December 1999.

You might not be as diversified as you think. Make sure you understand exactly what you own and where your risks are.

If you have questions about your portfolio, reach out.

📍 RiverviewWS.com

09/30/2026

This is the final video in my federal funds rate series, and today I am bringing it home with what all of this actually means for you as an investor.

Understanding how the Fed's decisions connect to your personal financial plan is one of the most important things you can do as an investor.

Your financial literacy matters to me!

📍 RiverviewWS.com

09/23/2026

The Federal Reserve just raised the federal funds rate for the first time since July 2023.

In Part 3 of my series, I break down what that means for the stock and bond markets and why a rate change is never simply all good or all bad.

Next week, I am wrapping up the series with how this connects to your personal financial plan.

📍 RiverviewWS.com

09/16/2026

The FOMC wrapped up its September meeting today, and by the time you see this, we may already have a new federal funds rate.

So what does that actually mean for you?

In Part 2 of my federal funds rate series, I break down how this one number influences everything from your savings account to your mortgage rate. When rates go down, borrowing gets cheaper, and the economy gets a push. When rates go up, the goal is to slow things down and cool inflation.

Next week I am walking through how changes in the federal funds rate affect the stock and bond market specifically.

📍 RiverviewWS.com

09/09/2026

There is one number that has been getting a lot of attention lately, and over the next few weeks I am going to break down everything you need to know about it.

The federal funds rate affects the stock market, the economy, and most importantly, you. But most people have no idea what it actually is or who controls it.

In Part 1 of this series, I cover the basics. What the federal funds rate is, how it works between banks, and who the Federal Open Market Committee is and why their meetings matter.

Next week, we get into how it actually influences the economy. Stay tuned.

📍 RiverviewWS.com

09/02/2026

Meet Austin, our Associate Advisor here at Riverview Wealth Strategies.

Austin is one of the first people you will interact with when joining us as a client. From onboarding to executing trades to helping make sense of complex financial products, he is a core part of what keeps our team running smoothly day to day.

When he is not in the office, he is dreaming of sailing on Lake Coeur d'Alene.We are glad to have him on the team!

08/26/2026

Great teams do not just work well together. They make time to get to know each other outside of the office too.

Our team at Riverview Wealth recently took a zipline tour with Mica Moon just outside of Liberty Lake. It was a great reminder that investing in your team matters just as much as the work itself.

More financial planning content coming back next week. Stay tuned.

📍 RiverviewWS.com

Address

201 W North River Drive , Suite 500
Spokane, WA
99201

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 1pm

Telephone

+15099608963

Website

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