Savannah Patrick, Financial Advisor, AAMS, CPFA

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Savannah Patrick, Financial Advisor, AAMS, CPFA A financial advisor with the heart of a teacher. I treat my clients like family.

Please visit https://go.oncehub.com/SavannahPatrickMeetings to schedule a meeting.

10/22/2026

Interest rates have been at the top of mind for investors over the past few months, and for good reason. Here in the U.S., high levels of government debt, geopolitical uncertainty, shifting economic conditions, and increasing competition from AI-driven investments have all contributed to a notable r...

10/21/2026

Treasury yields moved lower as weaker economic data and growing concerns about slowing growth increased demand for bonds, prompting investors to reassess expectations for interest rates. While uncertainty remains, the recent decline in yields may suggest that peak yield levels are behind us if econo...

10/19/2026

Markets turned defensive as hotter inflation, renewed concerns around AI and semiconductor stocks, and debt and financing risks weighed on technology and other growth-oriented areas. Bonds benefited from increased demand for safety, while international equities were mixed and oil prices rose amid on...

10/16/2026

LPL Research’s October Tactical Asset Allocation Guide raises its year-end S&P 500 fair-value target and 10-year Treasury yield forecast while shifting equity positioning toward larger-cap, higher-quality stocks. The latest tactical changes emphasize large value and quality while adjusting views a...

They say the one constant is change. Changes in laws, in how we do business, and even in how we live from day to day. As...
10/15/2026

They say the one constant is change. Changes in laws, in how we do business, and even in how we live from day to day. As time passes, your needs will inevitably change. Make sure your estate plan matches the life you’re leading.

10/15/2026

The current bull market has reached its fourth anniversary, highlighting the durability of the market’s advance. Historical bull-market trends suggest that rallies reaching the four-year milestone may have the potential to continue, offering investors perspective on the market’s longer-term traj...

10/12/2026

The U.S. economy is sending mixed signals, with a sluggish housing market weighed down by elevated mortgage rates and “lock-in” effects, while the labor market remains relatively resilient despite uneven job growth across industries. LPL Research notes that housing is likely to remain a drag on ...

10/11/2026

LPL Research highlights the key forces driving markets during the week ending October 9, including equity performance, fixed income activity, commodities, and economic developments. Investors continued to navigate a mix of higher interest rates, shifting economic data, and evolving market sentiment....

10/10/2026

Bond investors should focus more on the income generated by their holdings than on short-term price fluctuations, as coupon payments are often the primary driver of long-term bond returns. LPL Research emphasizes that in a rangebound interest-rate environment, the steady income from bonds can help o...

Do you have a business? If you do, or you’re considering starting one, have you updated your estate plan with your busin...
10/08/2026

Do you have a business? If you do, or you’re considering starting one, have you updated your estate plan with your business in mind? Talk with your trusted financial professional about how this might be handled.

Address

715 Avenue D
Opelika, AL
36801

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13343098711

Website

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