Linscomb Wealth

As the year winds down, it’s a good time to think about the impact we want to make. Year-end giving is a chance to support the causes that matter most to us while also being thoughtful about our finances and tax planning. From gifting appreciated assets to using donor-advised funds or Qualified Charitable Distributions, there are smart strategies to help your generosity go even further. Our latest article explores some of these approaches to help you make the most of your giving this season. Take a look: https://lnkd.in/eT7YTeJQ #YearEndGiving #CharitableGiving #FinancialPlanning #TaxPlanning

The election results are in. What’s next for your portfolio? With Donald Trump’s election victory and the possibility of a Republican majority in Congress, there’s a lot of talk about how this political shift might impact financial markets. While elections bring change, history shows that factors like economic growth, inflation, and corporate fundamentals often play a more significant role in market performance. In our latest article, we break down key areas to watch—tax policy, energy, regulation, and global trade—and explain why staying focused on the long term is key. Dive in here: https://lnkd.in/eK_TY3Qz #Election2024 #MarketInsights #WealthManagement #InvestmentStrategy #LongTermInvesting

Election season can bring market volatility, but don't let it derail your investment strategy. Our new article provides insights on managing risk and identifying potential opportunities amidst the uncertainty. Learn how to navigate these fluctuations with confidence. Explore more of our insights and tips: https://lnkd.in/eu5PVgMF Want to dive deeper? Book a meeting with us here: https://lnkd.in/ehysd9ce #InvestmentStrategy #RiskManagement #MarketVolatility #FinancialPlanning #ElectionSeason

As we near the presidential election, it's normal to wonder how the results might impact your investments. Our latest article explores how market reactions to elections are often less dramatic than anticipated. Inside, you’ll discover why we believe a long-term strategy is your best ally in uncertain times. Read more: https://lnkd.in/eu5PVgMF Have questions or looking for personalized guidance? Schedule a time with us to connect: https://lnkd.in/ehysd9ce #Investing #MarketTrends #ElectionImpact #LongTermStrategy #Election

Are you worried about how the presidential election will impact your investments? Many investors are concerned about market uncertainty this #election season. However, history shows that the market’s reaction to elections is often less dramatic than we expect. Instead of making hasty decisions, it’s crucial to stay focused on long-term goals, manage risks, and seize opportunities. In our latest article, we break down how elections have historically impacted markets, provide strategies for navigating #volatility, and explain why we believe maintaining a disciplined approach is key to investment success. ? Learn how to protect your portfolio through election uncertainty. ? Discover the sectors most likely to be impacted by new policies. ? Find out how to turn market shifts into potential growth. Don't let short-term uncertainty derail your long-term plans. Arm yourself with insights and information to make confident, informed investment decisions. ?? Read the full article: https://lnkd.in/eu5PVgMF Schedule a free consultation with us today to discuss how we can help you align your #portfolio with your long-term goals and manage market risks during this critical period. ?? Book a meeting: https://lnkd.in/ehysd9ce

The "R word" is making waves on Wall Street again, with concerns about a potential recession on the rise. While it’s impossible to completely recession-proof your finances, there are strategies you can adopt to cushion the blow. At Linscomb Wealth, we emphasize the importance of building a strong emergency fund, diversifying your portfolio, and preparing for potential downturns. As Ryan Patterson, CFA, CFP?, our Chief Investment Officer, advises: "It's critical to have a solid financial foundation, especially in uncertain times." Read more from Investor's Business Daily on how to recession-proof your life:?https://lnkd.in/guTy_P_J #RecessionPlanning #WealthManagement #LinscombWealth

With Social Security reserves projected to be depleted by 2035, uncertainty is driving many to claim benefits early, often out of fear. Our Senior Wealth Advisor, MaryJane LeCroy, CFP?, highlights the need for education and proactive planning, especially for those under 50. It’s essential to understand your options and make informed decisions, rather than letting fear dictate your financial future. Read more about proactive retirement planning here:?https://lnkd.in/e_8rS7Br #SocialSecurity #RetirementPlanning #FinancialLiteracy

Today, we pause to remember and honor the lives lost on September 11th, 2001, and pay tribute to the heroes who emerged in the face of unthinkable tragedy. #NeverForget

Finding balance in your investment strategy is crucial. In an article from US News, Linscomb Wealth’s CIO, Ryan Patterson, CFA, CFP?, emphasizes: "Even though risky assets like equities have greater volatility in the short term, a diversified equity portfolio should have greater returns over the long term." Embrace true diversification for a balanced and successful investment journey. Get more insights about long-term investing here: https://lnkd.in/eDVq2tSM #Investing #FinancialPlanning #Diversification

We’re excited to share the latest episode of the RIA Edge Podcast, which features Linscomb President and CEO Phillip Hamman, CFA, CPWA?, CFP?! In this conversation with David Armstrong, Phillip discusses our comprehensive financial planning services and how our team-based approach and institutional knowledge help us meet the diverse needs of our clients. Listen in to learn more about our commitment to providing tailored financial strategies and the value we bring to our clients. ?? Find the episode here: https://lnkd.in/gaWnbgPx #Podcast #WealthManagement #FinancialPlanning #TeamBasedApproach #LinscombWealth #RIAEdge