Posts by crichardson
Financial Tips for Caring for Parents with Alzheimer’s
by Melissa Barkley Obvious Considerations Wills and trusts: About 1 out of 9 people over the age of 65 have Alzheimer’s disease, so making sure estate planning documents are always up to date is a good idea. Even if you have only recently suspected that your loved one might have early-stage Alzheimer’s, it might already…
Read MoreCharitable Deduction Planning Opportunity before 2025 Year End
by Neal Wadley The One Big Beautiful Bill Act (OBBBA) passed this year had many favorable tax provisions but also included some limitations on charitable deductions starting in 2026 that could result in unexpected tax increases. However, there are ways families that itemize their deductions can maximize their tax benefit from charitable contributions before…
Read MoreYear-End With Intention: Reflect, Realign, Recommit
As another year draws to a close, you might find yourself reflecting on what went well and what could be improved for 2026. Now’s the time to consider your values and find opportunities to realign your wealth with what matters most. A year-end review may start with some financial basics (portfolio performance and tax assessments),…
Read MoreKiplinger | Seven Moves for High-Net-Worth People to Make Before End of 2025, From a Financial Planner
Wealth Advisor Brooke Jackson lends her thoughts in this article for Kiplinger. Read more here.
Read MoreBeyond Traditional Insurance: Advanced Risk Management for Wealthy Families
As it is often said, “the higher you climb, the farther you have to fall”. You’ve worked so hard in the wealth-building phase of life, and your hard work has paid off. But now, at your current wealth level, basic home and auto insurance likely aren’t protecting your family from catastrophe. You need advanced risk…
Read MoreQ3 2025 Market Outlook: Insights and Key Takeaways
At Linscomb Wealth, our mission is to keep you informed and prepared for the opportunities and challenges that shape your financial journey. As we close out the third quarter of 2025, we’re pleased to share insights from our investment team on recent market developments and what we’re watching as we move into the final quarter…
Read MoreA Strategic Approach to Multi-Generational Financial Security
When you’ve spent decades building wealth, your focus inevitably shifts from growing assets to protecting what you’ve built. This transition represents a mindset change that affects everything from family dynamics to risk management. Navigating this transition successfully requires looking beyond traditional portfolio management and taking a comprehensive approach that addresses financial vulnerabilities, insurance gaps, family…
Read MoreLinscomb Wealth Unveils ‘The Linscomb Fellowship,’ Elevating Next-Gen Advisor Training
Immersive new initiative accelerates next-gen talent through credentialing, mentorship, and real-world client experience. HOUSTON, TX — October 08, 2025 — Linscomb Wealth (LW), a Houston-based wealth management firm offering holistic investment and financial planning services and a wholly owned subsidiary of Cadence Bank (NYSE: CADE), today announced the formal launch of The Linscomb Fellowship,…
Read More10 Important Questions to Ask Yourself Before the End of the Year
As 2025 draws to a close, it’s crucial to take stock of your financial situation and plan for the upcoming year. Whether you’re an individual looking to optimize your financial health or a business owner seeking to make strategic decisions, this checklist will guide you through essential financial considerations with the goal of finishing the…
Read MoreReflection on the Wealth Management Landscape
by Walter Christopherson As I start my 44th year in the business and look ahead to the 55th anniversary of Linscomb Wealth, it felt like a good time to reflect on several key changes (generally for the better) that have occurred in the wealth management and financial planning industry. Starting with a law license…
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