In this episode, we’ll share the process our advisor team uses to build portfolios tailored to client goals. It all starts with two key factors: the amount you’re investing and your investment objective. From there, we’ll explore the core tools—mutual funds, ETFs, and individual stock portfolios—and how we combine qualitative and quantitative strategies for large-cap stocks. You’ll also hear about the resources and expertise behind our approach, plus the flexibility we offer to meet unique needs. Tune in as we dive into how we turn goals into disciplined, customized investment plans.

In this month's episode of Ticker Talk, we dive into the third quarter of 2025. This past quarter was anything but ordinary. From the S&P 500 soaring past 6,600 to the Fed’s first rate cut in nearly a year, markets were driven by a mix of optimism, caution, and shifting global dynamics. We’ll unpack the strong equity performance, evolving bond trends, and the policy moves that shaped investor sentiment. Whether you're a seasoned investor or just market-curious, stay tuned as we break down the numbers, the narratives, and what it all means for Q4.

In this episode, we dive into the heart of legacy planning—what it really means and why it matters for families of all sizes and incomes. From breaking down the myths that keep people from getting started to exploring how trusts can protect and empower future generations, we’ll guide you through the essentials of building a lasting legacy. You’ll hear real-life stories, practical steps to begin your own plan, and tips to avoid common mistakes. Whether you're just starting out or revisiting your estate strategy, this episode will help you take meaningful action toward securing your family's future.

Selling your business is a major milestone—but what comes next can be just as challenging. In this episode, we explore the emotional and financial journey from business operator to investor. From navigating taxes and finding your “sleep-at-night” number to replacing your paycheck and investing for long-term growth, we break down the key steps to help you transition with confidence. Whether you're feeling excited or uncertain, this episode offers practical insights and real stories to guide you through the shift. Tune in and learn how to avoid common pitfalls and build a plan that works for your future.

In this episode of "Q2 2025 in Focus: Trade Tensions, Global Shifts, and the Consumer Pulse," we unpack a turbulent quarter marked by record-breaking market highs, renewed tariff battles, and rising geopolitical tensions. From the impact of Liberation Day to the Israel-Iran conflict and China’s growing global influence, we explore how investors navigated uncertainty with surprising resilience. We also dive into cooling inflation, steady interest rates, and shifting consumer sentiment—setting the stage for what’s ahead in Q3. Tune in for insights, analysis, and what to watch as the economic landscape continues to evolve.

In this episode, we dive into the complex world of inflation, exploring how it's understood and felt differently on Wall Street versus Main Street. We break down key economic indicators like the Consumer Price Index (CPI) and Personal Consumption Expenditures (PCE) index, and explain why Wall Street focuses on the rate of change in inflation. Meanwhile, we highlight how everyday Americans experience inflation through rising costs in groceries, travel, and small business operations—often feeling the squeeze even when official reports suggest improvement. We also examine the psychological toll of inflation, the contrasting perceptions between financial markets and consumers, and how these differences shape policy decisions. Finally, we touch on the broader economic concepts of stagflation and deflation, offering real-world context to these terms. Tune in for a clear, relatable look at inflation and its impact on all of us.

In this episode of Father Son Finance, we explore thefascinating world of investing and trading—two distinct approaches to growing your wealth. While investing focuses on long-term growth through strategies like buying and holding quality assets, trading is all about short-term movesand quick decisions to capitalize on market fluctuations. We break down the core differences in time horizons, risk levels, strategies, and behavioral mindsets, using real-world examples from Warren Buffett to active day traders.Whether you're just starting out or looking to refine your financial strategy, this episode clears up common misconceptions, and helps you decide which pathaligns best with your goals. Tune in and take the first step toward smarter financial decisions.

Join us as we dive into the key events and trends that shaped the markets in the first quarter of 2025. From the S&P 500's correction to the NASDAQ's challenging performance, we explore the impact of new tariffs imposed by President Trump on aluminum, steel, autos, and all goods from China. Discover how these tariffs led to significant declines in market values, particularly in the technology and automotive sectors, and fueled fears of a U.S. recession. We'll also discuss investment strategies that paid off, including diversification and contrarian investing, and provide insights into international market dynamics. Tune in for a comprehensive recap and practical advice for navigating the upcoming quarter.

In this episode, we explore the multifaceted world of giving, covering both family gifting and charitable donations. We'll discuss how to maximize annual gift tax exclusions, the benefits of educational gifts through 529 plans, and the impact of lifetime gift tax exemptions on significant life events. Additionally, we'll delve into the tax benefits of charitable donations, different giving options like donor-advised funds and charitable remainder trusts, and tips for choosing reputable charities. Join us for valuable insights and strategies to enhance your generosity and make a meaningful impact.

The third quarter of 2024 included the un-inversion of the yield curve, rate cuts from the Fed, and a rising market going into the 2024 election. Listen in to hear our thoughts on these topics and more.