Social Security and Strategic Planning

Stay the Course: Making Sense of Markets & Headlines

In this episode, we reflect on where the year has taken us so far and share a brief market update along with key economic ideas shaping our client conversations. We discuss what clients are focusing on, how news and media consumption are influencing sentiment, and the role headlines play in driving emotions around investing. The goal of this episode is to provide perspective, help separate signal from noise, and keep long term goals front and center.

What Investors Need to Know for 2026

Ross Mayfield, an investment strategist specializing in stock market research and financial education, joins Shawn and Brooke as they discuss what investors need to know this year.

2026 Outlook: Team Growth, Tax Timing, and What's Ahead

On the podcast, we introduced our newest team member and advisor, Mitchell Harralson, and discussed the timing of tax documents for 2026. We also covered the new changes to contribution limits coming in 2026 and shared our outlook on the market for the year ahead. Additionally, we highlighted the upcoming CMO event with Ross Mayfield on March 24, and talked about how our team’s expansion is creating greater capacity and supporting new client growth.

Social Security and Strategic Planning

Shawn, Jake and Brooke discuss how their team works together to serve their clients and community. They dive into the recent Social Security Trustee report and proposed solutions to fix the funding deficit and many other planning topics.

What Guides Our Team

In this episode, Brooke, Jake, and Michelle reflect on the team's core values, mission statement, and vision statement, discussing how these guiding principles influence every aspect of client care. From the moment a client walks through the door to every step of their financial journey, the team is committed to creating a truly remarkable wealth management experience.