Tate Financial Partners

07/15/2026

One of the most overlooked mid-year moves: reviewing your tax situation before Q4.

Most people wait until tax season to think about taxes. But decisions made in July — on Roth conversions, charitable giving, and capital gains — can have a significant impact by December 31.

Ask your advisor: "Is there anything I should be doing now to reduce my tax burden this year?"

If you don't have an advisor asking you that question, we'd like to help.

https://bit.ly/3ULOzhM

07/08/2026

Good stewardship starts with a question: What has been entrusted to me, and am I managing it well?

At Tate Financial Partners, that question shapes how we approach every financial plan. We believe wealth is a tool — one that can fund your calling, provide for your family, and create meaningful impact when managed with intention.

What does faithful stewardship look like for you this year?

07/06/2026

Click the link below to read the monthly investment commentary:

Navigating June’s converging narratives

07/04/2026

250 years ago, a group of people chose to build something better — guided by principle, willing to sacrifice, and committed to a vision larger than themselves.

That spirit still matters. Freedom is worth celebrating, protecting, and passing on.

Happy Independence Day from Tate Financial Partners!

07/01/2026

Halfway through the year. It's a good time to ask: is your financial plan still aligned with your goals?

A mid-year review doesn't have to be complicated. Start here:

- Review your investment allocation

- Revisit your savings rate

- Confirm your tax withholding is on track

- Check that your beneficiaries are current

Your wealth should reflect where you're headed — not just where you've been. We're here to help you make that assessment with clarity and purpose.

📅 Schedule a mid-year review with our team. https://bit.ly/3ULOzhM

06/30/2026

Kelly and I, along with our oldest son Zach and his wife Elysabeth, recently spent a few days hiking through Glacier National Park.

I've spent much of my career studying personal finance, stewardship, and investing. The mountains didn't teach me something I didn't already know—but they reminded me why these principles matter.

Sometimes God uses His creation to bring timeless truths back into focus.

As I looked across mountain peaks, walked miles of winding trails, and experienced the beauty of one of His most incredible creations, I found myself reflecting on how much hiking mirrors our financial journey.

The lessons were familiar—but no less important.

Here are six timeless financial truths Glacier reminded me of:

1. Have a guide. We never started a hike without studying the maps and talking to rangers. A trusted advisor helps you avoid costly detours.

2. Start early. The earlier you arrive, the more options you have. Investing works the same way. Time is your greatest asset.

3. Have a plan. Every hike began with a destination. Your budget, investments, and estate plan are your map.

4. Prepare for the unexpected. We packed rain jackets and first aid for a reason. That's your emergency fund.

5. Travel light. Every extra pound makes the climb harder. Debt does the same, and it limits your freedom to say yes when God opens a door.

6. Build a legacy. Every trail ends. Your legacy isn't the money you accumulate. It's the faith, generosity, and wisdom you leave behind.

At Tate Financial Partners, we believe planning is about more than retirement. It's about stewarding what God has entrusted to us so we can bless our families and serve others well.

"For where your treasure is, there your heart will be also." — Matthew 6:21

06/26/2026

Last Sunday I watched my son cross the finish line of his first Ironman! Months of early mornings and training when no one was watching came down to that moment.

Financial planning is no different. The finish is built in the unglamorous middle: the consistent saving, the disciplined decisions, the plan you hold to when it would be easier not to.

At Tate Financial, we build every plan around a client's values and goals first, then stay in it with them for the long run. A goal you train for is a goal you reach.

You don't drift toward purpose. You plan for it.

"Let us run with perseverance the race marked out for us." Hebrews 12:1

06/21/2026

Happy Father's Day to all the dads, grandfathers, and father figures who lead with love, wisdom, and sacrifice.

"As a father has compassion on his children, so the Lord has compassion on those who fear him." — Psalm 103:13

Today we honor the men who reflect that compassion in the everyday work of fatherhood. Your steady presence is a gift and a calling.

06/18/2026

Legacy isn't just something you leave behind — it's something you build every day.

Whether it's a conversation with your kids about money, an updated estate plan, or a charitable giving strategy that reflects your faith — the best time to start is always now.

We help families build financial plans rooted in purpose. Not just for today, but for the generations that follow.

Let's build something that lasts. → https://bit.ly/3ULOzhM

06/16/2026

Click the link below to read the weekly investment commentary:

Key Events: Interim Iran deal looks increasingly likely