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 o...
30 Apr 22min
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.
25 Mar 21min
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 ...
16 Jan 20min
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 de...
21 Okt 202523min
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. F...
17 Sep 202528min
OBBBA and Market Trends
Maddy joins Shawn and Brooke to introduce herself and speak on her journey from WKU to Baird. We discuss OBBBA tax legislation topics and recent market trends.Follow us: LinkedIn | Facebook | Website ...
11 Aug 202526min
2025 Financial Forecast: Rates, Regulations, and Resilience
In this episode, Shawn, Brooke, and Jake dive into the financial headlines and planning strategies shaping 2025. They break down the role of Money Market Funds in today’s interest rate environment, cl...
8 Jul 202518min
