Ranch Capital Advisors

09/01/2026

Just because you can do it all yourself doesn’t mean you should. 🍣

When your financial life gets more complex, so does the number of people involved in it.

Your financial advisor, CPA, attorney, insurance professionals and other specialists may all be doing great work, but that doesn’t necessarily mean they’re working from the same playbook.

That’s where a Virtual Family Office comes in.

A VFO helps bring the different pieces of your financial life together, so your team is coordinated and your decisions are made with the full picture in mind.

08/25/2026

The recession that never came wasn't luck.

AI spending quietly stepped in and changed the trajectory of the entire economy before most people even realized it was happening.

The spending that started in tech is now trickling into manufacturing, industrials, energy, and beyond.

🎙️ View from the Ranch | Brad Tremitiere, CIO

08/19/2026

Today, we’re celebrating Abby Skipper, CFP® — and a journey we’re incredibly proud of.
After stepping away from the workforce for many years to raise triplet daughters and another daughter, Abby decided to begin a new chapter. She joined Ranch Capital Advisors as an Associate Advisor, committed herself to learning and growing, and developed into the successful Lead Advisor she is today. And now, she has earned one of the most respected credentials in our profession: CERTIFIED FINANCIAL PLANNER® professional.

But Abby’s impact extends far beyond financial planning and investment advice. As a disabilities advocate, she brings compassion, empathy, and a genuine desire to make a difference in the lives of others.

Her story is a reminder that there is no expiration date on pursuing a new goal, building a career, or becoming the person you were meant to be.

Mom. Advisor. Advocate. Leader. CFP® professional.

Congratulations, Abby. We’re proud to have you representing Ranch Capital Advisors — and even more excited about what’s ahead.

08/12/2026

The best market environments aren't always the loudest ones. 🗣️

Sometimes not too hot and not too cold is exactly where you want to be.

🎙️ View from the Ranch | August edition out now: https://youtu.be/P5ntz16FQ5c?si=96Z_U35D507daz1k

08/12/2026

Confused whether you need a revocable trust or a simple beneficiary designation?

We see this question all the time, and the answer usually depends on your family, assets, and goals.

If your financial life is complex — multiple states, business interests, blended family dynamics, or a desire for coordinated, faith-aligned planning — let’s talk before you spend on the wrong solution. We help clients blend beneficiary designations with trust planning so each tool does exactly what it should.

Read the full guide below. 👇

Do you need a revocable trust or will a beneficiary designation do the job? Gregg Pacitti, CFP® breaks down when each tool makes sense, the mistake that undoes both, and how to decide what your estate plan actually needs.

07/30/2026

👀 To whoever bought the $800 million Mega Millions ticket in Bradenton… holla! 😄 Congratulations to our mystery hometown winner. And if you happen to need a financial plan… Ranch Capital knows a guy. 😉💰

07/28/2026

Turns out, having a plan never goes out of style. 😎📈

07/23/2026

Cash beyond a certain point isn't safety — it's opportunity cost.

Every dollar sitting idle is a dollar not working toward the life you're trying to build.

Know your number. Build toward it. Put the rest to work. 💪

07/20/2026

A question we're getting a lot right now: What do I do with cash? 💵

Most people treat it as a binary choice — all in or stay out.

The reality is a lot more seasonal than most people realize.

🎙️ View from the Ranch | https://youtu.be/ZxCHOLdEi78?si=0AKEwxnStjMlhAFK

07/10/2026

Most business owners think buyers care most about revenue. They don't. 👇

The truth is a serious buyer is looking at a very specific set of things before they ever make an offer. And if you can't check these boxes, it either kills the deal or kills the price.

The good news? Every single one of these is something you can work on before you're ever ready to sell.

Read the full breakdown here: https://www.ranchcap.com/post/selling-your-business-what-to-know

🖊️ Ryan McMahon, CFP®