Locke Advisory Services LLC
Independent Wealth Management, Personal Financial Planning & Tax
Locke Advisory Services provides independent wealth management, personal financial planning and tax services. As an independent advisor, the firm is dedicated to helping individuals and families make sound financial decisions, plan for their future and implement appropriate investment strategies. We serve our clients by providing thoughtful and diligent management of wealth, financial planning, individual tax and business services. Our first priority is to listen and learn about your dreams and goals, and where you want your life’s journey to go. Our ultimate goal is to help you succeed.
The core value of our Firm is our commitment to work in the best interests of the clients we serve. Trust, Independence, Integrity, Competence, Experience. We are dedicated to building trusted, objective and long-term relationships with our clients. We do this by providing independent, personalized, knowledgeable, and comprehensive advice with the highest degree of integrity and customer service. As an independent, fee-only advisor, the Firm does not receive commissions, bonuses or fees related to the purchase or sale of securities, insurance or other products recommended to and purchased by our clients. If you, your family, friends, clients or colleagues are looking for investment management, personal financial planning or individual tax, please contact us at [email protected] and visit www.lockeadvisoryservices.com for additional information. Be sure to follow us for interesting articles, information, commentary and updates.
Can't thank my clients enough for making 2021 one of our best years so far with a 41% increase in clients and 44% increase in assets under management! Look forward to working together in 2022 as we manage through the challenges of omicron, inflation, interest rates and market reactions in the coming year! Happy New Year!
Had the opportunity to do an episode on Off the Dome Radio with hosts Tim Ahlersmeyer and Colin Slager. Great guys who do episodes on all kinds of businesses with many different entrepreneurs, in fact, 175 episodes in total! Hope you enjoy the show and while you’re there, be sure to check out some of their other episodes! Shout out to Brandon Locke who connected me with his friend, fellow golfer and fellow Butler U. alum, Tim Ahlersmeyer in Indy.
In this interview, Art describes the process of leaving corporate life to start his own business. He also provides meaningful financial advice for professionals of all ages. To learn more about Art, you can visit his website at lockeadvisoryservices.com
4:45-12:45: Art goes into his background, his motivation to leave the corporate world, and the process of getting his business formed.
12:45-19:25: Art highlights the key lessons learned from serving as an executive for five public companies, what it's like running a business as a sole proprietor, and the types of clients he serves.
19:25-26:45: Art provides financial advice for young professionals fresh out of college.
26:45-38:00: We ask Art's opinion on cryptocurrency and the future outlook of the U.S. dollar.
38:00-47:15: Art talks about the impact of the internet on financial education and what he does to keep himself knowledgeable about current financial trends.
47:15-56:45: Art discusses money's impact on relationships and how to pick a quality financial advisor.
56:45-1:04:45: Art reflects on life lessons from golf, and he shares his thoughts on how he wants to be remembered.
I love to discover people with special talents at whatever they love to do. Hope you find your "special" in 2022! Happy New Year!
Here's to Chelsea Constable, a new talent discovery. Classic covers of Cream and Billy Gibbons:
You may have heard of proposed capital gains tax rate increases in the news recently and may be wondering how capital gains are determined, categorized and taxed in the first place. In this article we dive into what capital gains are, and more specifically how the capital gains tax works for both stocks and mutual funds. Thoughtful tax planning and sound investment management are the keys to minimizing the affects that the capital gains tax will have on you.
Although the importance of saving for retirement is apparent to most Americans, oftentimes they don’t know how much they need to save. There are many different factors that determine how much each person needs depending on their unique situation, and it can be hard to decipher which factors pertain to you. To help, here are the most important factors to consider when determining how much you need for retirement. After determining how much you personally need, sound investment management, smart asset allocation and thoughtful tax planning are critical components to saving for retirement.
GameStop Rise & Fall: Extreme volatility with little fundamental change in its underlying business.
Hey folks - With 21 million confirmed cases of COVID in the US, we have a huge number of people who have recovered from COVID walking around with convalescent plasma that could be vital to people fighting for their lives against COVID. If you have had COVID or know anyone who has had COVID, please donate plasma. My friend, former colleague and client, Fred Avila, has been fighting for his life for the last few days. Doctors struggled to find convalescent plasma. Fred is at Hoag hospital in Newport Beach, CA. If you are in Newport Beach and fit the bill, please donate. Where ever you are and if you have recovered from COVID, you could give someone the gift of life. Please help today.
Breaking News: Cyber security firm, FireEye (ticker FEYE), today announced that it had been hacked, possibly by a government, leading to the theft of an arsenal of internal hacking tools typically reserved to privately test cyber defenses of their own clients. The hack of FireEye, a firm with business contracts across the national security space in the US and globally, is among the most significant breaches in recent memory. FireEye was down nearly 7% in after market trading.
This reminds us once again of the importance to be vigilant about our own cyber security. Beware!