Industry Insights

We hope you and your families are blessed, healthy, and are enjoying the holiday season. These 12 financial tips can help motivate your new investing strategies and help you save for the New Year.

Hear Ben James give his professional financial advice on these important topics affecting our community today on the newest podcast in Shreveport-Bossier, On the Cusp Podcast!

We have been publicly encouraging caution all year; we said in February of 2022 with the S&P 500 some 1000 points higher than the end of September, “This is not an environment to take excessive risk.” We observed that we might not see the stock market bottom until around the mid-terms. As we approach said elections, we thought you might appreciate an update on the economy and the markets.

Financial Advisor Ben James was interviewed by KSLA recently, he shared his thoughts on how the markets may be affecting retirement portfolios.

You've recently discovered that a significant amount of money is on its way to you, or might even be sitting right now in your bank account. Maybe it's coming from an inheritance or maybe oil and gas. Read our guide for some insights on how to make a plan for your new wealth.

Volatility is back and the Nasdaq just had its worst month since 2008. We remain committed to growing and preserving the funds you have entrusted to us. We hope our proactive approach to risk management brings you and your family some financial confidence.