Posts by Casey Richardson
Linscomb 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…
Read MoreBeyond The Emergency Fund: Liquidity Strategies for Wealth Builders
Successful wealth building requires more than just accumulating assets. For professionals managing substantial portfolios, the question of liquidity becomes increasingly sophisticated as their financial lives grow more complex. Our clients typically arrive with significant liquid assets but struggle with the fundamental tension between accessibility and opportunity cost. They understand that keeping too much cash reduces…
Read MoreMarketWatch | Your financial plan looks like a winner. Do you really need a second opinion?
Linscomb Wealth President and CEO Phillip Hamman lends his advice on taking advice from your wealth advisor. Read more in MarketWatch. (Subscription required)
Read MoreKiplinger | 7 Mistakes to Avoid When You First Start Investing
Linscomb Wealth’s Chris Russell helps explain what new investors should be aware of in this article from Kiplinger. Read More on the Kiplinger Website
Read MoreBankrate | 3 Warning Signs Flashing Red for Bond Investors Right Now
Linscomb Wealth Chief Investment Officer Ryan Patterson lends his knowledge to this article which discusses, in part, how the bond market is one of the best predictors of the overall economy, but it currently sits in an uncertain position. Read More on the Bankrate Website
Read MoreA Financial Planner’s Tips for Teaching Kids About Wealth Without Creating Entitlement*
By Melissa A. Barkley, CFP® *As published in Kiplinger, June 21, 2025 For many high-net-worth families, one of the most pressing concerns isn’t how to preserve wealth — it’s how to pass it on without eroding the values that helped to build it in the first place. Parents often say the same thing in…
Read MoreBankrate.com | The stock market is near all-time highs but only a few stocks are driving it — investors should be wary
Corbin Grillo, CFA, director of investment strategy at Linscomb Wealth, cautions that the stock market’s rally is narrow—driven mainly by a few AI-heavy large-cap names—and emphasizes the importance of staying disciplined, diversified, and committed to a long-term strategy. Read moreon the Bankrate website
Read MoreKiplinger | Asset-Rich But Cash-Poor? A Wealth Adviser’s Guide to Helping Solve the Liquidity Crunch for Affluent Families
by Matt Britton, CFP® In this article, Linscomb Wealth Advisor Matt Britton explores how many high-net-worth families face financial stress due to limited access to their assets. He explains how liquidity planning can help bridge the gap between long-term goals and short-term needs, aiming to reduce the risk of financial setbacks. Read More
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