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Insights

Your source information pertaining to investment management, financial/business planning, insurance services, and retirement guidance.

Market/Economic Update

Discover the latest market and economic insights every quarter straight from John Bullman, our Chief Investment Officer.

LGT Staff3 min read

Volatility and its Role in Investment Performance

The concept of risk-return tradeoff is one of the most fundamental philosophies of ...
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John Bullman, CFA, CAIA6 min read

Quarterly Market Update

As the final quarter of 2024 begins, there are a number of factors – fed interest rate ...
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Josh Orton, CFP®7 min read

Retirement Planning Steps You Can Take Today

Retirement is the ultimate goal for most Americans today, and this goal can be daunting ...
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Josh Orton, CFP®3 min read

What is a financial plan? Do I need one?

What is a Financial Plan? The CFP Board (Certified Financial Planner Board of Standards) ...
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Natalie Irwin, Operations Manager, Financial Advisors2 min read

Why You May Need a Financial Advisor

In today’s climate of uncertainty, it is never too late to build a plan for success. ...
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Natalie Irwin, Operations Manager, Financial Advisors3 min read

Savings 101: Pay Yourself First

When payday comes, where does your money go? A good rule of thumb is to pay yourself ...
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Miller Bentley, Director4 min read

What You Need to Know About the Market in 2022

Growing up in the southwest my family undertook a couple of cross-country road trips that ...
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Miller Bentley, Director3 min read

What happened in Q3?

Three-quarters of the way through 2021 and it seems like the year just started in many ...
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Miller Bentley, Director4 min read

2021 Still Seeing Upwards Momentum

Just a short month ago brought me and my wife to a local Dallas hospital, but thankfully ...
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Miller Bentley, Director4 min read

Predictions of Hope

A common theme that resonated throughout most literature in predictions for 2021 was ...
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