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January Market Update - Geopolitical Tensions
The arrest of Venezuelan President Nicolás Maduro by U.S. forces has captured headlines and raised questions about what it might mean for your portfolio. While the humanitarian consequences are most important, there are also questions about how this might affect financial markets. I wanted to reach out to provide some perspective on how we're thinking about this situation in the context of your financial plan. The short answer is that history shows us these events rarely have
Jan 73 min read
7 Major Life Events That Might Change Your Financial Plans
If you’ve already got savings and investment plans in place for all of your important life goals—retirement, house, kids’ college, and such--pat yourself on the back for taking charge of your financial future. But don’t rest on your laurels. Strong financial plans need to be adapted regularly if they’re going to continue to fit your needs through the years. Winston Churchill said, “To improve is to change; to be perfect is to change often.”
Nov 13, 20253 min read
Linc Wealth Solutions Update: A Look at the Market in October 2025
As we look at markets and the economy, our goal is always to provide perspective for our clients. We understand that news headlines can send mixed messages, so we want to make sure you’re informed on what is most important to your financial progress.
Oct 1, 20253 min read
What we’re Seeing in the Economy and How it Relates to your Financial Portfolio by Linc Wealth
You may have seen that the Federal Reserve cut interest rates again by 0.25%, marking the resumption of a rate cutting cycle that started last year. This is making headlines in the financial news, so it offers a good opportunity to discuss what we’re seeing in the economy and how it relates to your portfolio
Sep 3, 20252 min read
Should You and Your Fiancé Get Premarital Financial Counseling?Discussing Financial Goals before the Marriage Vows
Spiritual counselors have been saying it forever: a wedding is not a marriage. That’s why scores of fiancés turn to trusted religious leaders to discuss their values before getting married; indeed, it’s required in some faiths.
Aug 8, 20252 min read
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