James Ingrahm - Wealth Management Advisor

James Ingrahm - Wealth Management Advisor

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How to Talk About Estate Planning With Your Parents 08/20/2025

It can be tough to talk with your parents about what’ll happen with their money once they’re gone. Here are some ways to start.

How to Talk About Estate Planning With Your Parents Talking about estate planning with aging parents can be tricky, but having conversations about their wishes can ensure a smooth transition of family finances.

08/19/2025

Stocks performed well despite signs of increasing inflation and deflated consumer sentiment. Chief Investment Officer Brent Schutte takes a look at the data and explains why it calls for doubling down on a diversified portfolio. http://spr.ly/6188fQ28r

08/13/2025

The right financial advisor has what you need for planning every stage of life. Message me to see which tools work best for you.

Weak Employment Report and New Tariff Rates Weigh on Markets 08/05/2025

Weak employment numbers and new tariff announcements raised concerns on Wall Street. Chief Investment Officer Brent Schutte looks at what the data means and why it may take some time for a clear picture of the economy to emerge.

Weak Employment Report and New Tariff Rates Weigh on Markets Weak employment numbers and new tariff announcements raised concerns on Wall Street. But will the Fed ride to the rescue?

07/29/2025

Investors cheered strong earnings reports and news of more trade agreements. Chief Investment Officer Brent Schutte looks at how the levies may add to economic bifurcation and why companies may change tactics in dealing with rising import costs. http://spr.ly/6188fuzxQ

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