We are back! What a year it has been for us all here at Full Sail Capital. For those who do not know yet, we are now part of the Mercer Advisors team, based in Denver, CO, and we could not be more excited.  As you'll hear in today's episode, this was a decision that took time, thoughtfulness and lots of internal discussion. As we sit here today, six months since our merger, we are confident in the future for our team, but most importantly, our incredible clients. Enjoy!

Today, we bring you our first quarter squared away conversation with Zac, Austin, Sam and Tyler. It has been quite an eventful start to the year, to say the least! From the underperformance of the S&P 500 to start off the year, to the market volatility due to tariffs, it's been anything but quiet. Our goal is to always remind investors to stay the course and focus on the variables you CAN control. Hope you enjoy!

This month, Tyler is joined by advisory team member, Kyle Ray, to look at the importance of assigning a mission statement to your money. From laying out goals to engaging the next generation in the conversation, it all works together to elevate your chances for success. We hope you enjoy!

This month, David joins Tyler to look back on 2024 as well as look ahead to the major headlines facing this new year.  From the Fed and rates to the potential pro-growth economic policies, we analyze a handful of items affecting investors today. As always, our goal is to remain disciplined in our approach and walk alongside investors as they focus on their values and long-term plans. Let us know if there is anything we can do for you!

Full Sail Capital is offering an in-depth Market Recap as we wrap up 2024 and look forward to 2025. Join our Chief Investment Officer, Zac Reynolds, and Investment Analyst, Austin Burk, as they discuss the key market trends and share their expert insights on what to expect in the year ahead. Have questions? Let us know! Visit us at www.fullsailcapital.com for more information about our crew!

Video: https://youtu.be/M6zABt_GNwk

Merry Christmas and happy holidays from all of us here at Full Sail. We wish each and every one of you a blessed and joyful season. Thank you for following along here on Charting the Course and we look forward to another great year ahead. If you ever want more information about the who, what or why, be sure to visit www.fullsailcapital.com

Today, we are joined by clinical psychologist and behavioral finance expert, Dr. Daniel Crosby. His latest book, The Soul of Wealth, is the focus of our discussion as we look at a handful of topics included in his reflections on money and meaning. Joining Tyler in studio is Zac Reynolds, Jordan Dean, and Candace Guy. If you would like a copy of his book, please let us know!

The Soul of Wealth - Amazon

Today, we bring you our third quarter squared away conversation with Zac, Austin and Tyler. From the market highs and Fed rate cuts to the upcoming election, there was once again a lot of noise in the news and in the markets. Our goal is to always remind investors to stay the course and focus on the variables you CAN control.  If you have any questions or would like a copy of our recent client market update, just let us know!

School is back in session, football has returned and Fall is in the air.  So, we felt this week was the perfect time to have a brief educational and light-hearted conversation centered around the investing industry in general. Tyler is joined by two of our advisors, Kyle Ray and Jordan Dean, as they breakdown common terms, highlight next-gen acronyms, and end with some great behavioral advice. Let us know what we can do for you!

It is great to be joined by David Stanley and George Cohlmia. As two seasoned veterans in the finance industry, they have the discernment and wisdom it requires to be a successful investor. Our hope is to encourage all of you to really focus on what matters the most and stay disciplined to your strategy and long-term plans.