Boone Wealth Advisors, LLC

08/29/2026

The stock market has broken many new high records recently. What does this mean for your portfolio?

Sources: Capital Group, RIMES, S&P Global. Includes all daily periods between January 1, 1950, and July 31, 2026. Returns are price returns which exclude the reinvestment of dividends and capital distributions. Chart shown on a logarithmic scale.

08/25/2026

Several of our clients love walking trips. Nothing creates space for thinking quite like a long walk.

After losing my job to AI-era job cutting, I walked 500 miles across Spain and found singing nuns, ruined feet and a road full of people between lives

08/25/2026

Politicians often claim that people won't move or change their behavior to avoid taxes. As it turns out, even fresh air and sunlight are weak incentives compared to the temptation of a lower tax bill. When 18th and 19th century governments in England, France, Ireland, and Scotland levied a tax on windows—intended as a crude proxy for wealth—building owners often responded by bricking over their windows.

- The Tax Foundation

08/21/2026

Do you have cash sitting in a savings account that you don't know what to do with? We can help! Give us a call to make a plan.

08/19/2026

Your time should be spent living - not managing finances. Let’s build a plan that supports both your wealth and your lifestyle.

08/17/2026

Is your retirement ready for this?

The Federal Reserve bank just reported that "stock-bond correlation recently flipped from positive to negative after two decades, suggesting that the perceived source of risk to the economy has shifted from demand shocks towards supply shocks." Contact us for a review.

https://sffed.us/45f1bmh

08/13/2026

As we saw in last week’s chart, stocks go up and down—no surprise there. But they go up far more often than they go down. See below, and give us a call today to make sure you’re positioned to participate in the growth of the market and your future.

08/08/2026

Things our clients don’t have to worry about anymore.

Checking markets every hour ❌

Wondering if they’re invested correctly ❌

Tax surprises ❌

Missing opportunities ❌

Because someone else is watching the details.

Let us be your Guide.

08/07/2026

🌿 August is National Wellness Month

When we think about wellness, we often think about our physical and emotional well-being. But financial wellness can be an important part of the picture, too.

Knowing where you stand, understanding your financial goals, and having a plan that reflects the life you want to live can help you approach financial decisions with greater clarity.

Financial wellness may include reviewing your investments, preparing for retirement, considering your estate and legacy goals, evaluating insurance needs, or simply taking time to make sure your financial plan still reflects what matters most to you.

This National Wellness Month, consider adding one more check-in to your list:
How well does your financial plan support the life you're planning for?

Because wellness isn't only about today. It's also about thoughtfully preparing for tomorrow.

08/06/2026

As students head back to the classroom, it's a great reminder that learning never really ends.

Your financial life deserves the same attention. Reviewing your retirement strategy, investment allocations, estate plan, or beneficiary designations can help ensure your plan still reflects your goals.

Just like a successful school year begins with preparation, a successful financial future begins with a thoughtful plan.

New season. Fresh perspective. Stronger financial confidence.