BFS Advisory Group

The economic landscape is shifting rapidly with new policies, tariffs, and market trends shaping the year ahead. In our latest Risks and Opportunities report, we explore the unintended consequences of these changes - both the potential risks and opportunities for investors. What does this mean for inflation, interest rates, and global markets? How should investors navigate this evolving environment? Read the full report to find out. https://lnkd.in/gRbxH8xW

Thanks to BlackRock, Chad Dziedzic and Erin Diegel, CIMA?, CLU? for the recent Advisor Forum. We appreciated the timely insights about factors influencing the public and private markets, and the evolution of portfolio construction in today's marketplace. It was very beneficial at the top of the year to hear directly from Rick Rieder and Larry Fink about their thoughts on the direction of the markets and wealth management. Our industry is at the beginning of so many positive changes, so coming together with industry leaders and other top advisors is crucial for a future-focused firm like BFS Advisory Group. It was also "Old Home Week" as I got to see BFS Advisory Group alum Lindsay Zentner, CFA, who is now a?Vice President of Portfolio Solutions at BlackRock. Very cool to watch her progress in her career and to work with so many advisors across the country.

Key provisions of the Tax Cuts and Jobs Act (TCJA) are set to expire at the end of this year. You should pay close attention to proposals in Washington, as key changes to tax legislation may affect your future tax strategy. Read today’s blog to learn how this may affect you. https://lnkd.in/grQdaRrm

BIG thanks to Joanna Ridgway - head of Global Sales for Cien.ai - for her presentation at the D Magazine Small Business Summit last week. The primer on the history, use cases, best practices, and future of AI was very powerful for the business leaders in the room. My top three takeaways: ? Employees will soon need to have the skill of "how to prompt effectively." ? We be able to handle job functions that are now handled by a human.? ? We need to keep a "human in the loop" for the critical thinking that can truly make AI effective. Big thanks to Vickie Yakunin for the invite to the summit. #artificialintelligence #smallbusiness #businessowner?

At BFS Advisory Group, we understand that financial planning isn’t just about numbers—it’s about aligning your wealth with your goals, values, and future aspirations. Whether you’re planning for retirement, growing your business, or creating a legacy for future generations, our team is here to guide you through every phase of your financial journey. We offer personalized wealth management strategies, rooted in integrity, expertise, and a commitment to your success. Why Choose BFS Advisory Group? ·??????Customized financial plans tailored to your unique needs ·??????Trusted advice from experienced wealth management professionals ·??????Our ultimate proof point is our clients becoming more confident in their financial decisions Let us help you build your future with clarity. Reach out today to start your journey towards financial confidence. https://lnkd.in/ebDXhjtX #WealthManagement #FinancialPlanning #BFSAdvisoryGroup #FutureFocused

We are thrilled to announce that BFS Advisory Group, led by Debra Brennan Tagg, CFP?, has been recognized on the 2025 Forbes Best-In-State Women Wealth Advisors list! ? We also want to extend congratulations to all the outstanding women advisors on this list. It’s inspiring to be recognized alongside such talented professionals who are making a meaningful impact in the wealth management industry. ? This honor reflects our unwavering commitment to providing exceptional wealth management services and helping our clients navigate their most important financial decisions. At BFS Advisory Group, we believe financial confidence leads to life confidence, and we are dedicated to helping our clients build both. ? A huge thank you to our incredible clients who trust us with their financial futures and to our hardworking team, whose passion and expertise make this possible. #Forbes #BestInState #WomenInFinance #WealthManagement #Leadership https://lnkd.in/gbJByMqX

I was recently invited to speak to the Investment Club at the Hockaday School, an all-girls college prep school in Dallas. During our discussion, I was reminded that many money challenges are the same, but the magnitude, resources, and consequences change dramatically as financial achievement transforms the scope of the plan.?I ended with my main pieces of advice for the young women. The top 3 recommendations I have for high school seniors apply to you, too. Read today’s blog to learn how. https://lnkd.in/gr5DT3ni

Many thanks to BlackRock for the invitation to last week's meeting with the WeSouth Films chapter of Women in ETFs at Texas Capital Bank to hear an update on the Texas Stock Exchange | TXSE Group Inc. I was fascinated to hear from Global Managing Director Nicole Chambers about the progress they have made as well as the work ahead to bring the new exchange to life. Erin Diegel, CIMA?, CLU? Chad Dziedzic https://lnkd.in/dTgFntnk https://www.txse.com/

We celebrate ???????????????? ?????????? ?????? ?????????? ???? ???????????? ?????? today! Thank you to Women's Sports Foundation for sponsoring this day, which inspires us to "honor the achievements of girls and women in sports and continues to ???????? ?????? ?????????????? by acknowledging the power of sports and to unlock her limitless potential." The top female athletes still make far less money than their male counterparts, but they made ????% ???????? ???? ???????? than in 2023. That is an impressive jump. Even better - new opportunities have come to life for female college athletes in recent years, through NIL funds and tournament pay. This is a huge opportunity for young women to build their wealth early in life.?? ? https://lnkd.in/da5kEaNg!

Just as we were putting the finishing touches on our quarterly market report, steep tariffs were announced against our three major trade partners. Canada and Mexico will have 25% tariffs, while a 10% tariff was announced against China. All three countries are announcing plans to battle the tariffs, though all seem more eager to negotiate than to inflict price pain on companies and consumers. Economists, executives, journalists, and business groups across the political spectrum criticized the sweeping move, with so many unknowns ahead, especially for those in the automobile, grocery, industrial and retail industries. The Wall Street Journal's Editorial Board published an opinion piece titled, "?????? ?????????????? ?????????? ?????? ???? ??????????????."?It's worth a read. So what do you - a long-term investor - do, in response to this news? Unsurprisingly, the answer is to stay the course. Global markets are down sharply today, which is a very typical response to weekend news like this. If you invest regularly in your portfolio - for example, through your retirement plan - you are buying in at a lower price. Stay tuned for the release of our market report, ?????????? ?????? ??????????????????????????, in the coming week. We plan to address tariffs and other macroeconomic issues that may affect the financial markets. https://lnkd.in/gv9xmJVn