Category

Insights
08
May

Navigating Uncertainty with Confidence

It’s never been more important to have a clear, strategic approach to wealth management.
Read More
29
Apr

America’s Comforting Cash

In times like these, we'd normally see people trying to "buy the dip," but investors and corporations are holding cash instead.
Read More
24
Apr

Who’s Right on Inflation? Fed, Shoppers, or Investors

Should you believe the monthly updates from the Bureau of Labor Statistics, what the Fed says about future prices, or your own experience at the grocery store?
Read More
11
Apr

A Few Thoughts on Recent Tariff News and Market Reactions

This week, the White House announced changes to its tariff approach, causing notable market reactions.
Read More
10
Apr

Market Update: Strategic Shifts in an Evolving Landscape

The top rate remains 37%, but remember that 2017’s Tax Cuts and Jobs Act expires at the end of 2025. Overall, more than 60 provisions have changed at the federal level.
Read More
27
Mar

Sticking With Your Strategy

When it comes to investing, it's important to remember the potential benefits of remaining invested over time—even when markets whipsaw.
Read More
13
Mar

Market Update: Navigating Volatility with a Long-Term Perspective

Market volatility and uncertainty can be unsettling, but history has shown that sticking to a disciplined strategy is the key to long-term success.
Read More
13
Nov

IRS Releases 2025 Tax Brackets

The top rate remains 37%, but remember that 2017’s Tax Cuts and Jobs Act expires at the end of 2025. Overall, more than 60 provisions have changed at the federal level.
Read More
06
Sep

Will the Fed Break the Inflation Cycle?

This month's chart feels especially timely, given how many of us eagerly await the Federal Reserve's decision in September on short-term interest rates.
Read More
20
May

Three Reasons Why I’m Optimistic

As we inch closer to the second half of 2024, I’ll give you three reasons to be optimistic about the outlook for the financial markets.
Read More
We are using cookies to give you the best experience. You can find out more about which cookies we are using or switch them off in privacy settings.
AcceptPrivacy Settings

GDPR

  • Financial Disclosures

Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.