Posts by Casey Richardson
Bankrate.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
Read MoreMilemarker | When Hospitality Becomes a Strategy with Phillip Hamman
Linscomb Wealth President and CEO Phillip Hamman joins the Milemaker Podcast to discuss what it really takes to build a wealth management firm that puts clients first while scaling effectively. The conversation dives deep into how hospitality becomes a competitive advantage, why systems matter more than you think, and how firms are approaching succession planning…
Read MoreBarron’s | Cash’s Heyday Is Coming to an End. What to Do Next.
Expectations for a September rate cut have soared, and retirees parked in cash may want to act now before they potentially lose opportunities both in cash and the bond market. Read more on the Barron’s website (subscription required)
Read MoreBarron’s | Sending Your Kid to College This Fall? Here are 8 Must-Know Financial Tips
Linscomb Wealth’s Melissa Barkley lends her insights into this article from Barron’s covering financial tips for college. Read more on the Barron’s website (subscription required)
Read MoreLinscomb Wealth Named to Barron’s 2024 Top 100 RIA Firms for Third Consecutive Year
Houston, Nov. 13, 2024 (GLOBE NEWSWIRE) — Linscomb Wealth (LW), a Cadence Bank (NYSE: CADE) subsidiary providing wealth advisory services, has for the third consecutive year been named to the Barron’s Top 100 RIA (registered investment advisor) Firms list as number 89, up three positions from 2023. Barron’s has compiled this ranking of advisory companies for nine…
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