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The Fed held rates steady last week. That part was expected. What investors didn’t get was much of a roadmap. Kevin Wars...
06/22/2026

The Fed held rates steady last week.

That part was expected.

What investors didn’t get was much of a roadmap.

Kevin Warsh’s first meeting as Fed chair left markets trying to read how the Fed may respond if inflation stays elevated.

Stocks recovered after the initial reaction, but the path forward still feels harder to read. https://ow.ly/rhcL50ZfqQk

Happy Father’s Day to the dads who guide, support, and inspire. Thank you for all you do.
06/21/2026

Happy Father’s Day to the dads who guide, support, and inspire. Thank you for all you do.

Retirement confidence should be based on more than a gut feeling. Your savings, expected expenses, and investment style ...
06/20/2026

Retirement confidence should be based on more than a gut feeling.

Your savings, expected expenses, and investment style can all shape the bigger picture.

Our Retirement Readiness Quiz can help you take a quick look at where you stand and what may need another look. https://ow.ly/3iPC50Zc4Pp

No one wants important decisions left unclear. Who receives what. Who manages the details. Who steps in if you can’t. Th...
06/19/2026

No one wants important decisions left unclear.

Who receives what. Who manages the details. Who steps in if you can’t.

Those questions can get more complicated as your financial life grows.

This guide explains how wills and trusts can help bring structure to the people, property, and decisions that matter. https://ow.ly/Q54y50Zc4HI

Today, we commemorate Juneteenth and celebrate freedom, resilience, and the continued pursuit of equality for all.
06/19/2026

Today, we commemorate Juneteenth and celebrate freedom, resilience, and the continued pursuit of equality for all.

Retirement spending can be harder to plan for than many people expect. Fixed expenses are usually easy to list. The hard...
06/17/2026

Retirement spending can be harder to plan for than many people expect.

Fixed expenses are usually easy to list. The harder part is accounting for the discretionary spending, one-time purchases, and lifestyle changes that can add up once retirement begins.

A stronger spending plan starts with more realistic assumptions. https://ow.ly/eIzU50Zc4GF

The S&P 500 didn’t move much last week. But that doesn’t mean the market was standing still. While some big technology n...
06/16/2026

The S&P 500 didn’t move much last week.

But that doesn’t mean the market was standing still.

While some big technology names cooled off, other areas of the market were holding up better than the headlines suggested.

For investors, that’s the part worth looking at more closely. https://ow.ly/lPgX50Zc2rm

It’s easy to focus on how much you want your portfolio to grow. The harder question is how much risk you’re willing to t...
06/13/2026

It’s easy to focus on how much you want your portfolio to grow.

The harder question is how much risk you’re willing to take along the way.

Our Investment Risk Tolerance Quiz can help you better understand your comfort level, expectations, and investing mindset. https://ow.ly/Hp5050Z91IK

Social Security timing is more personal than many people realize. Waiting can increase monthly benefits for some retiree...
06/12/2026

Social Security timing is more personal than many people realize.

Waiting can increase monthly benefits for some retirees. For others, claiming earlier may help address cash flow needs, survivor benefit decisions, or pressure on investments during a difficult market.

The key is knowing which scenario actually applies to you. https://ow.ly/iWrb50Z91H3

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2642 East 21st Street, Suite 280
Tulsa, OK
74114

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+19187427526

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