Savannah Patrick, Financial Advisor, AAMS, CPFA

07/16/2026

LPL Research’s Chief Investment Officer Marc Zabicki explores how resource nationalism and national security concerns are influencing global economies, markets, and long-term investment trends.

07/14/2026

LPL Research breaks down the Fed's five task forces and what their recommendations could mean for inflation, productivity, and policy.

07/14/2026

Hi friends! I just played the guinea pig for you and opened up Trump accounts for my 2 kids. The process was surprisingly easy (like 10 min. tops)! Sadly, we won't get the free $1,000 (Dalton missed it by a day!!!), but I'm still crossing my fingers for free contributions from donors (like Mr. Dell).

If you or someone you know has a child born January 1, 2025, or later, and would like me to help you get your account open so this free $1,000 can start growing for you, text me at (334) 309-8711, or comment below, and we'll set up a quick phone call/video conference to get you all set up.

Tag or share with someone you know who needs to get this done! Thank you. 😊

07/14/2026

These are great ideas for moms who stay at home with kids but still want to contribute to the family's finances!

07/13/2026

LPL's Weekly Market Performance for the week of July 6, 2026, highlights geopolitical developments, corporate earnings and headlines, and Treasury auctions.

07/10/2026

Do you even need a financial advisor?

Let’s face it. We hate spending money on things we think we can do ourselves. Maybe you feel that way about investing.

07/10/2026

Trump Accounts are officially live! Hit me up if you have any questions about them.

Alabama families can now open Trump Accounts for children under 18, including some eligible for a $1,000 federal contribution. Here's what to know.

07/09/2026

This year, we're looking forward to welcoming at least 4 new babies into the Pouncy Financial family! 🍼

Scripture reminds us that "Children are an heritage from the Lord." What an incredible blessing it is to see so many of our clients growing their families.

A new baby changes everything. It also creates new opportunities to be intentional with your finances: protecting your family, saving for the future, and laying the foundation for generational wealth.

Our hope is to help families make wise financial decisions today so their children—and someday their grandchildren—can benefit from the legacy they're building.

To all of our growing families: congratulations! We are so excited for you and can't wait to meet your newest little blessings.

"A good man leaveth an inheritance to his children's children..." — Proverbs 13:22

07/07/2026

Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks explores the key forces shaping markets and the economy, including policy developments, global supply dynamics, AI investment, and changing Federal Reserve leadership. While economic growth and market resilience are expected to continue, the rep...

07/04/2026

250 years ago, 56 men risked everything to sign the Declaration of Independence—creating the greatest experiment in self-government the world has ever known.

For 250 years, America has been a place where ordinary people have had extraordinary opportunities—to build businesses, own homes, raise families, worship God freely, pursue their dreams, and create generational wealth.

I'm incredibly thankful for the freedoms we enjoy and for the men and women who have sacrificed to protect them.

As we celebrate Independence Day, I hope you enjoy time with family, good food, and fireworks—and take a moment to reflect on just how blessed we are to call this country home.

Happy 250th Birthday, America! 🇺🇸