Advise Financial Solutions

Advise Financial Solutions We pride ourselves in getting to know each client so that we can understand their individual needs and what matters most to them.

This helps us recommend products and strategies designed to meet their current, and more importantly, future needs.

09/03/2026

Treasury's doubled buyback program is funded by selling short-term bills. That creates no new money, but it shortens the debt and puts a fiscal hand on long-term rates.

09/01/2026

Warren Buffett warned that investors who follow the crowd into popular assets often arrive too late to benefit and risk getting burned.

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

08/29/2026

In an era of public offerings and acquisitions, Lodge has remained in the grip of its founding patriarch’s descendants.

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/45NEx4T

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.
08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

08/27/2026

If you're looking at the stock market's rally to record highs in August, you might be wondering whether it's time to pile in or pull back.

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

08/25/2026

It's been a surprisingly cool summer on the inflation front, but there are still macro forces lurking that could cause the Fed to leave interest rates higher for long.

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