Estes Financial Services, Inc

Federal Reserve Interest Rates Update

Federal Reserve Interest Rates Update This is "Federal Reserve Interest Rates Update" by Retirement Media - Sharp Digital on Vimeo, the home for high quality videos and the people who love them.

7 Milestones At Age 50 & Above

7 Milestones At Age 50 & Above | Estes Financial Services, Inc Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life.Here’s a look at why, with a focus on each milestone birthday after 50 and the role ...

Think you know what drives long-term investment returns? Our latest Visual Insights Newsletter explores 3 common misconceptions that might be distracting investors.

Know what drives investment returns? Think again. Discover the truth in under 5 min.

4 Pervasive Myths About Inflation

4 Pervasive Myths About Inflation | Estes Financial Services, Inc 4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is.1 That could be because we’re seeing higher prices practically everywhere.1 Despite our experience, though, that misperception...

Investing myths can cloud judgment. Our latest Visual Insights Newsletter examines popular ”investment factors,” exploring which may influence long-term returns. Curious? Check it out now!

Debunking Investment Myths Learn what doesn't drive long-term investment returns.

Your estate plan should simplify, not complicate. Discover 13 common mistakes and how to avoid them to ensure your intentions are clear.

13 Common Missteps That Can Impact Your Legacy Avoid these estate planning mistakes.

What happens next? (market rollercoaster)

What happens next? (market rollercoaster) | Estes Financial Services, Inc It’s been a wild August for markets. Let’s review.

Updating your estate plan is key to avoiding future headaches. Our guide reveals why frequent reviews are essential and what other mistakes to watch out for.

Estate Planning Mistakes & How to Avoid Them Start by learning what NOT to do.

How to Beat Investing FOMO: The Power of Patient Wealth Building

How to Beat Investing FOMO: The Power of Patient Wealth Building | Estes Financial Services, Inc Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame — I wish I had invested in that new tech before it went mainstream!” What’s the next “unicorn” that will make a fortune?” It’s common to feel this way. Many of ...

Estate planning is more than just drafting a will—it’s about avoiding pitfalls that could derail your legacy. Our latest guide breaks down 13 common mistakes in estate planning and offers practical solutions.

Estate Planning Mistakes & How to Avoid Them Learn 13 ways to protect your legacy.

Curious about what's driving the markets in 2024? From interest rates to economic indicators to the presidential election, discover the factors shaping the markets. Read more here.

What happens next for markets? We broke down markets into a 5-minute read.

Have you been meaning to start or revisit your estate plan? Here are 13 common mistakes and how to dodge them.

Go from Good Intentions––to a Great Estate Plan This 15-minute read could change your family's future.

3 Investment Factors that Don’t Drive Long-term Returns

3 Investment Factors that Don’t Drive Long-term Returns | Estes Financial Services, Inc As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed tha...

Markets turned in a blockbuster performance in the first half of 2024 - but can we expect volatility ahead? Check out this month’s quarterly financial update.

We Broke Down Markets Into a 5-minute Read Here's what savvy investors should know.

New presidential candidate? (What it could mean)

New presidential candidate? (What it could mean) | Estes Financial Services, Inc A lot has happened recently. Let’s review.

Interest rates, recession risks, and a presidential election - how might these factors affect markets in the months to come? Find out more in this month’s quarterly financial update.

Q2 markets? Wild. Here's what you need to know.

Do the bulls still have room to run? Or will interest rates, the election, and recession risks cause markets to stumble? We break down what you need to know in this quick five-minute read. Check it out!

What did markets do in Q2? (5-minute read) Here's what savvy investors took away from Q2.

This was is the topic of our July Beverages with Brie. Please please please check your beneficiaries for ALL retirement accounts!

Why TSP Beneficiary Form Needs to Be Updated Online A recent federal court decision regarding the validity of a beneficiary form is a stark reminder of why beneficiary forms need to be reviewed regularly by federal employees and retirees. Ed Zurndorfer outlines the implications for those who have contributed over the years to the Thrift Savings Plan

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Practical Tips: How to Avoid These 4 Estate Planning Missteps | Estes Financial Services, Inc First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but ...

Feeling the "Vibecession"?

Feeling the "Vibecession"? | Estes Financial Services, Inc How do you feel about the state of the economy? In more contemporary terms, what are your "vibes" telling you?

Seeing endless ads for financial courses online? Our latest newsletter offers insights on spotting genuine opportunities versus costly traps. Stay informed and cautious.

Never Take $ Advice from Social Media Learn what (and who) to avoid right now.

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Your Role & Responsibilities as an Agent in a Power of Attorney (POA) | Estes Financial Services, Inc A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key d...

Quick cash schemes flooding your social feed? This month's newsletter delves into why these too-good-to-be-true promises often fail. Protect your finances by understanding the hype.

How a Finfluencer Can Derail Your Financial Plans Learn how to spot a scam to avoid losing big.

Think twice before trusting finfluencer trends! Discover the risks of social media finance tips in this month's newsletter.

Why Using Social Media for $ Guidance is Risky See how "finfluencers" can misguide your choices.