Charting
the Course

Today, we bring you our third quarter squared away conversation with Zac, Austin and Tyler. From the market highs and Fed rate cuts to the upcoming election, there was once again a lot of noise in the news and in the markets. Our goal is to always remind investors to stay the course and focus on the variables you CAN control.  If you have any questions or would like a copy of our recent client market update, just let us know!

• Morgan Housel, Cumulative vs. Cyclical Knowledge

School is back in session, football has returned and Fall is in the air.  So, we felt this week was the perfect time to have a brief educational and light-hearted conversation centered around the investing industry in general. Tyler is joined by two of our advisors, Kyle Ray and Jordan Dean, as they breakdown common terms, highlight next-gen acronyms, and end with some great behavioral advice. Let us know what we can do for you!

It is great to be joined by David Stanley and George Cohlmia. As two seasoned veterans in the finance industry, they have the discernment and wisdom it requires to be a successful investor. Our hope is to encourage all of you to really focus on what matters the most and stay disciplined to your strategy and long-term plans. 

As we hit the mid-point of the year, we are back for another squared away conversation with Zac, Austin and Tyler. From interest rates and market concentration to presidents and economy, we do our best to cover what we feel is most impactful to you the investor.  If you have any questions, or would like a copy of our recent client market update, just let us know!

WSJ Article by Jason Zweig

We are thrilled to be joined by Andy Burnett, owner of Burnett Equity, as he sits down with us to discuss all-things real estate development. Alongside Tyler in studio, Scott Cravens is back with us to lead this fascinating discussion. We hope you enjoy!

This week, we sit back down with our CIO, Zac Reynolds, and Investment Analyst, Austin Burks, to review the recently completed first quarter.  We take a look at the economic and market data, and remind investors the importance "time in the market, not timing the market".  If you have any questions, or would like a copy of our recent client market update, just let us know!

This week, David and Tyler sit down and look back at two previous calendar years, 2023 and 2020, both full of very different headlines, and very different circumstances. At the end of the day there is always going to be some event, headline, or story that will cause any investor to pause. Our goal is to remain disciplined in our approach and walk alongside investors as they focus on their goals and long-term plans. Let us know if there is anything we can do for you!

Miki Farris is the founder and executive director of Infant Crisis Services. Founded in 1984 as a part of a Sunday School project at Westminster Presbyterian Church, Infant Crisis Services has grown into one of OKC's most impactful non-profits.  Armed with their four core values - compassion, kindness, respect and love - ICS is providing families the opportunity to be healthy, productive citizens by ensuring babies in need have access to food, diapers, and other essentials.