Owen Legacy Group, A member of D A Davidson & Co.

07/13/2026

Trump Accounts officially launched on July 4. Designed to help children build long-term savings, these accounts offer a one-time $1,000 government contribution for eligible children born between 2025 and 2028, along with opportunities for additional family contributions.

As with any savings strategy, it's important to understand how these accounts fit alongside other options. This CNBC article provides a helpful overview of how the accounts work and who may qualify.

Wondering if a Trump Account is right for your family? Let's talk.

Here's a breakdown of how Trump Accounts work, who qualifies for free money and when the funds can be withdrawn.

07/11/2026

Successful wealth transfers involve more than simply passing down assets. With an estimated $83.5 trillion expected to transfer between generations in the coming decades, preparing heirs through education, communication, and thoughtful planning can be just as important as the financial strategy itself.

One of the most valuable conversations may be the one that includes your children or future heirs. If you're thinking about how wealth may be passed on in the future, let's start that conversation now so the next generation is better prepared for the responsibilities that can come with it.

How are you preparing your family for the responsibilities of inherited wealth?

The greatest wealth transfer is underway, and heirs who are set to inherit are preparing to use the money very differently from the generations that built it.

07/10/2026

Interest rates may stay higher for longer than expected—and that could have a direct impact on your financial decisions.

From borrowing costs to savings opportunities, even small rate changes can add up over time. Staying disciplined with your plan and focusing on what you can control is key in any rate environment.

Here’s a clear breakdown of what this could mean for your money.

Just weeks ago, investors were debating when interest rates would fall. Now, some Federal Reserve officials are talking about rate hikes instead.

07/09/2026

Twenty-six years is more than a milestone—it's a legacy.

This summer, Brenda Kitto celebrated her 26th anniversary with the Owen Legacy Group by taking an unforgettable trip to Europe with her family. It was a well-deserved opportunity to make lifelong memories and celebrate the dedication, hard work, and commitment she's brought to our team for more than two decades.

At the Owen Legacy Group, we believe success is about more than what we accomplish in the office. It's about creating the freedom to enjoy life's most meaningful moments with the people who matter most.

Congratulations, Brenda, and thank you for 26 incredible years. We're grateful for everything you do and honored to celebrate this milestone with you. Here's to many more adventures ahead!

07/09/2026

This Independence Day, it's interesting to see how much financial wisdom from America's Founding Fathers still applies today. From living within your means to understanding the power of compounding, some principles never go out of style.

As we celebrate America's independence, work toward financial independence by following these timeless money management tips from America’s founding fathers.

07/08/2026

America’s 250th anniversary is a reminder of how much has changed, especially when it comes to the cost of living. From housing to healthcare, today’s expenses look very different than they did 50 years ago. Take a look at this fun comparison from Kiplinger –

What inflation-related expense has surprised you the most over the years?

Unpack the Semiquincentennial sticker shock by comparing the modern economy to the simple days of Casey Kasem countdowns and affordable living in 1976.

07/07/2026

Some of life's greatest moments can't be measured—they're simply experienced.

This Fourth of July, Morgan and Anne enjoyed a wonderful weekend at Ennis Lake with their families, taking in the fireworks, the rodeo, the parade, and the simple joy of being together.

Every family celebrates differently, but we all have opportunities to pause, reconnect, and appreciate the people who matter most. Those moments are what make a life well lived.

At Owen Legacy Group, we believe thoughtful financial planning is about more than growing wealth. It's about creating the freedom to spend your time where it matters most—with family, friends, and the traditions that become lasting memories.

We hope your Independence Day was filled with meaningful moments and time well spent. Happy Fourth of July from all of us at Owen Legacy Group. 🇺🇸

07/07/2026

As America celebrates its 250th anniversary, it's worth reflecting on one of the nation's greatest strengths: its capital markets.

From helping finance a young republic to supporting businesses, innovation, and long-term wealth creation today, U.S. capital markets have played a vital role in expanding opportunity for generations.

This article from SIFMA offers an interesting look at how America's markets evolved alongside the nation itself. Worth a read!

When the Declaration of Independence was signed in 1776, there were no U.S. Treasury securities, no stock exchange, no mutual funds, and no public markets...

07/07/2026

Despite a rocky start to the year, equities have rebounded on the back of strong earnings growth and continued investment across the economy. Our research team recently increased its outlook for the S&P 500 and continues to see potential for further gains.

Read the full report here: https://dadvdsn.co/4ePUiwd

06/26/2026

From deepfake videos to highly convincing messages, AI is changing how scams show up in everyday life.

When something doesn’t feel right, pause and verify the source before taking action.

Get practical tips to help you stay one step ahead: https://dadvdsn.co/4eqbee4