Priest Financial Services

Priest Financial Services We are dedicated to helping families build wealth and leave legacies.

11/04/2024

When you work with me, you never have to worry about being judged—there’s not much I haven’t heard when it comes to finances. Reach out and together we can discover a better way to money.

Reach out if you have questions about your financial plan being on track as we close out the year.
11/04/2024

Reach out if you have questions about your financial plan being on track as we close out the year.

From maximizing your tax efficiency to planning for big events in your life, our year-end financial checklist can help you prepare for whatever the new year brings your way.

Chief Investment Officer Brent Schutte explains how an uneven economy and the unpredictable impact of rate cuts could be...
10/29/2024

Chief Investment Officer Brent Schutte explains how an uneven economy and the unpredictable impact of rate cuts could be a headwind for the economy going forward.

An uneven economy and uncertainty about how rate cuts will play out may complicate the Fed’s efforts to keep the economy growing. Read more.

10/28/2024

As your family grows, you want your money to grow with you. I’m here to help. Let’s get you and your family set — from the years on the playground to college move-in day.

Chief Investment Officer Brent Schutte explains how consumer spending offers another example of an unbalanced economy th...
10/22/2024

Chief Investment Officer Brent Schutte explains how consumer spending offers another example of an unbalanced economy that may not be as resilient as it seems.

Retail sales numbers point to strong consumer demand, but do the headline numbers tell the full story? Read more.

10/21/2024

Statistically only 36% of women feel confident about their retirement savings. I think that gives us a big opportunity for growth and empowerment.

*Planning and Progress, 2024.

It’s a great benefit if it’s available to you. But it’s probably not as much life insurance as you need. Please reach ou...
10/21/2024

It’s a great benefit if it’s available to you. But it’s probably not as much life insurance as you need. Please reach out if you’d like to learn more.

Many employers offer group life insurance as an employee benefit, but other life insurance options may provide better coverage than group life insurance.

The markets had a strong third quarter despite some economic bumps along the way. Here’s a timely analysis from our chie...
10/16/2024

The markets had a strong third quarter despite some economic bumps along the way. Here’s a timely analysis from our chief investment officer about what issues need to be resolved and what it means for investors.

In Northwestern Mutual’s Quarterly Market Commentary, we look at what happened below the surface of a strong quarter for equities and what may come next.

10/16/2024

Better financial planning can help lead to positive outcomes beyond the ability to buy nice things — like reduced marital stress, healthy money conversations with family, and more confidence giving to your community. Reach out and let’s talk about a better way to money.

Reach out if you have any questions about how to level up your finances.
10/16/2024

Reach out if you have any questions about how to level up your finances.

Even if you’re feeling good about your finances, there is always room for improvement. Checking out these steps today can help ensure you have a better plan for tomorrow.

Markets continue to rise, as many investors view a soft landing as a certainty. Chief Investment Officer Brent Schutte s...
10/15/2024

Markets continue to rise, as many investors view a soft landing as a certainty. Chief Investment Officer Brent Schutte shares his view of why challenges remain.

Many investors view a soft landing as a near certainty, but inflation data and the bond market point to lingering challenges.

Incorporating protections for your digital privacy should be an integral part of your financial planning.
10/09/2024

Incorporating protections for your digital privacy should be an integral part of your financial planning.

Think about protecting your digital security the same as you would about looking both ways before crossing the street or locking your house before you go out.

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Charlotte, NC
28202

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