Insights

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.
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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?
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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.
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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...
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When your wealth carries complexity, your advisory relationship should carry clarity. 

Guiding Principles

Our strategies are grounded in principles that reflect discipline, alignment, and long-term stewardship. We don’t chase market trends, we build durable, value-based plans that evolve with you. Every decision is made to support sustainable wealth, preserve your legacy, and elevate purpose into meaningful impact.

Client-Centered Process

Your Vision, Our Focus. From discovery to design, implementation to ongoing refinement, we take the time to understand your needs and values. We craft every financial strategy with intention and tailor partnerships grounded in your goals, values, and vision for the future.

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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.

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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.