Seven Springs Wealth Group

This Women's History Month, we're celebrating women and their journeys toward financial resilience. Retirement isn't the end—it's your next chapter. Discover strategies to plan with purpose in Jenny Wilson, CFP?'s latest “Women in Transformation” educational piece. Read more here: https://hubs.la/Q03cjJy20 #WomensHistoryMonth #WomenInTransformation #HERstory #FinancialEmpowerment #RetirementPlanning

Volatility in the markets is nothing new, but navigating it requires perspective. Drawing from recent history, our CIO, Andy Michael, CFA shares “Three Key Lessons from the 2020s for the Present Day.” Read it here: https://hubs.la/Q03bCtY_0

Exciting news! We have officially announced our latest strategic merger with local advisory firm Prudent Street Financial Advisors. This marks a significant milestone in our mission to increase resources and provide a broader range of advisory services for our clients, allowing us to develop customized financial solutions that meet the complex needs of today's investor. Read the full press release here: https://hubs.la/Q039vHT10 #WealthManagement #FinancialPlanning #FamilyOffice #PrivateWealth

Inheriting wealth can be a life-changing experience that is often accompanied by mixed emotions and the temptation to make significant life changes. Whether your goal is to improve your lifestyle, pay off debt, invest in your future, or give back to others, thoughtful planning is essential. From navigating tax implications to building a trusted team to guide you through the process, Financial Planner Hunter Yarbrough, CPA, CFP? breaks down what you need to know in his latest insight. Read the full article here: https://hubs.la/Q038w1p_0 #Inheritance #LegacyPlanning #WealthManagement #FinancialEducation

Did you know that over $41 trillion is expected to transfer from baby boomers to their heirs over the coming decades? Statistically, women outlive men by an average of six years, so many will be faced with the responsibility of managing their family's wealth after their spouse's passing. We break down what you need to know to help prepare for one of life's toughest transitions: ? Key benefits to planning ahead as a couple. ? How to have proactive conversations and start planning—together. ? Why preparation is an act of love, not about loss. Continue reading: https://hubs.la/Q037LppV0 #Widowhood #WealthTransfer #BabyBoomers #WomenAndWealth #WomenInTransformation

One of the most difficult experiences in life is losing a spouse, and for many, that also comes with the burden of navigating the financial aftermath. Planning ahead as a couple can help reduce stress, foster confidence, and provide clarity when it’s needed most. In her latest insight, "Preparing for Life's Toughest Transitions," Jenny Wilson, CFP? discusses how to have proactive conversations with your spouse and lists actionable steps you can take to help create a more secure financial future for you both. https://hubs.la/Q037Ls2c0 #WomenInTransformation #WomensHistoryMonth #Widowhood #LifeTransitions #FinancialPlanning

How do you position yourself in a year defined by balance and complexity? The "2-2-4 Economy" reflects a blend of 2% inflation, 2% GDP growth, and 4% unemployment. Watch The Seven Springs Advisory Team led by Jeremy Hutzel, CFA, CFP? and Andy Michael, CFA discuss critical economic forces, including inflation risks, global market trends, and a resurgence of bonds in portfolios. Gain clarity on how to approach undervalued international markets and capitalize on growth opportunities. Discussion Highlights: ?? Decoding inflationary and disinflationary pressures ?? Identifying global equity opportunities and valuation gaps ?? Strategizing with bonds and equities Watch Here: https://hubs.la/Q036jwl_0 #InvestmentStrategy #FinancialPlanning #EconomicOutlook2025

Retirement planning is a lifelong journey that presents distinct opportunities and challenges along the way. Whether it's leveraging the power of compounding in your 20s or navigating Social Security decisions in your 60s, our newest Financial Planner, Hunter Yarbrough, CPA, CFP? breaks down key considerations for each phase of your financial journey. Read the full article here: https://hubs.la/Q034tRxS0

We’re kicking off 2025 with fresh insights into markets and potential investment opportunities. Here are two key ideas by our Chief Investment Officer, Andy Michael, CFA. 1 - Go long-term. Higher long-term yields, both in absolute and relative terms, make longer-duration income investments more attractive than ever. 2 - Equity valuations have evolved. Today’s market leaders boast higher margins, growth, and resilience compared to 2010’s top companies, justifying their premium valuations. Dive deeper into these trends and what they could mean for your portfolio in our latest insight. https://hubs.ly/Q032L4d-0

Headlines and fundamentals often present conflicting stories of where markets and the economy stand today and the opportunities and challenges looking ahead. Please watch Andy Michael's latest video as he shares our perspective on these top-of-mind topics going into year-end: - How can markets be near all-time highs right now? - Andy's takeaways from attending the luncheon with Federal Reserve Chair, Jay Powell - Election impact on markets from the past and thinking ahead - US total debt and fiscal deficits - Actionable ideas going into year end As always, please contact us if you would like to discuss any of these key topics or opportunities further at 615-370-1253. https://lnkd.in/eC286gQj