Retirement Investment Advisors
CERTIFIED FINANCIAL PLANNER™ professionals in Oklahoma and North Texas.
In this month’s newsletter your find important information about estate planning, overcoming retirement fears, retirement longevity, and risk tolerance during retirement, along with personal insights from three of our advisors.
DOWNLOADThis is not the inflation you’re looking for…
In general, everyone who buys goods or services in the United States would prefer to see prices trend lower – and that’s what happened in the earlier part of this year. Over the last couple of months, though, inflation has begun to creep higher.
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Are financial markets too complacent?
In Aesop’s fable, The Boy Who Cried Wolf, a young shepherd repeatedly raises a false alarm. Eventually, the people in his village ignore his warnings. When a wolf appears, the villagers pay no attention to the boy’s cries, confident that “nothing ever happens”.
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Like riders on a giga coaster, investors experienced fear and exhilaration during the second quarter of 2025.
From April through June, investors rode markets up and down, banking through twists of news and events that had market moving potential. They swooped through the uncertain impact of tariffs on economic growth and inflation; the implications of a U.S. Treasury downgrade; the effects of fiscal policy changes in the Big Beautiful Bill; and conflicts in Ukraine and the Middle East.
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