Broughton Eason Financial Partners

07/17/2026

Try these summer fruit recipes that are bursting with refreshing flavors and vibrant colors.

Make the most of the season's sweetest produce with these summer fruit recipes starring peaches, berries, melons, plums, cherries, and more. From fruit-packed pies and galettes to vibrant salads, cocktails, and savory mains, these recipes celebrate peak-season flavor.

07/14/2026

More and more, it seems like the markets bounce up and down constantly based on news headlines, social media posts, and even offhand comments made by public figures.

That means market volatility is increasingly a part of everyday life, and it can be stressful. Here are three strategies to navigate volatile markets while staying focused on your long-term goals.

Rule number one: don’t panic! Extreme loss aversion (or “panic selling”) is a common reaction after a significant market decline. But before making any changes, take a step back and evaluate your current financial situation against your long-term goals. While past performance cannot predict fu...

07/13/2026

Our Investment Strategy Group's latest Investment Perspectives explores consumer resilience, AI's evolving impact on credit markets, and what investors may want to watch as we move through the second half of 2026.

Read the July report here: https://bit.ly/4wxb8qS

07/10/2026

Planning for the legacy you want to leave may involve more than simply naming beneficiaries. Explore how annuity maximization may fit into your broader wealth transfer goals: https://bit.ly/4vy3jjW

07/09/2026

July is a natural time to pause, reflect, and refocus.

A mid-year financial check-in can be an opportunity to assess your progress, revisit your priorities, and make thoughtful adjustments for the months ahead.

07/08/2026

In an article published in Kiplinger, our Head of Wealth Planning shares five tax-saving strategies that can help you keep more of what you've earned.

From planning around required minimum distributions to evaluating Roth conversion opportunities, the article highlights practical ways to improve tax efficiency, preserve wealth, and strengthen your long-term financial legacy.

Americans are working for more companies across their lifetime — and for far longer. That can lead to greater tax liabilities you'll need to plan for.

07/04/2026

Wishing you a joyful Independence Day as we honor the courage and freedom that define our nation.

07/02/2026

Maybe you inherited a large number of shares in a single company from a grandparent. Or maybe your employer just went public, and you got a bunch of shares that make up a significant percentage of your portfolio.

A large, highly concentrated stock position has the potential for significant appreciation when the company is doing well, but it also introduces an outsize amount of risk into your portfolio. It's important to manage that risk appropriately; this article details a few ways to do just that.

Concentrated stock positions can be acquired through years of disciplined investing, executive compensation programs, business ownership, stock options, restricted stock awards, or inheritance. While these holdings can represent significant wealth accumulation, they may also expose you to increased....

06/30/2026

Annuities, like many other insurance products, tend to get a bad rap. Some of the negative press may be justified, and they certainly aren't the best tool for every situation.

But they're just that, a tool, and if used correctly they can be a very effective vehicle for helping individuals work toward their long-term financial goals. This article helps you learn more about the different types of annuities, and where they may fit into a broader financial plan.

Depending on your goals, annuities can provide tax-deferred growth potential, downside protection features, lifetime income options, or a combination of benefits.

06/26/2026

What do you do if your child finishes school and you realize you saved too much? It may sound like a good problem to have, but it can be a stressful and confusing thing to navigate if you aren't prepared.

The good news is that you have options. This article explores some of those.

Saving too much for education may not sound like a problem, but it happens more often than many families expect. A child may receive scholarships, choose a less expensive school, attend a trade or vocational program, enroll in a U.S. military academy, or decide not to pursue a traditional college pa...