The Journal
A Trek Blog
Cheeseburger in Paradise with a side of Probate Avoidance
Why am I obsessed with Jimmy Buffett’s estate plan, you ask? Well, to understand that, we first need to dive into what we know about it.
Influential Entrepreneurs Podcast Interviews Kaitlyn Laney
When it comes to managing finances, it’s important to have the right guidance and support.
Investing with Confidence: The Basics of Investment Management
By Kaitlyn Laney, CFP® Investing with Confidence: The Basics of Investment Management Investment management is the process of managing assets and investments held by individuals
3 Effective Risk Management Strategies for Your Investment Portfolio
By Kaitlyn Laney, CFP® 3 Effective Risk Management Strategies for Your Investment Portfolio Managing risk is an important part of investment management, helping you navigate
College Bound & Covered: Essential Estate Planning Docs for Students
By Ledly Jennings, Esq | Estate Planning Attorney As a parent, sending your child off to college is a monumental milestone. It’s an exciting yet
Estate Planning: 6 Important Considerations in Planning for Your Future
To ensure that your assets are managed and distributed according to your wishes in the event of incapacity or death, it is essential to include estate planning as a part of your financial planning.
5 Financial Planning Strategies to Consider as You Approach Retirement
Retirement is a new chapter in life that could be full of exciting opportunities but can also bring about financial challenges. Transitioning from a steady paycheck to relying on your savings can take time and effort. It is essential to prepare a solid financial plan and clearly understand your retirement finances to simplify this transition.
Sowell puts ‘boots on the ground’ in Northwest Arkansas
A fast-growing Arkansas registered investment adviser (RIA) is planning for its next growth wave. No surprise that the strategy includes one of the country’s fastest-growing regions.
Corporate Retirement Plans
Corporate Retirement Plans Encourage Financial Wellness for Employees A person’s health and wellness are impacted by various life factors. One of those factors is a person’s
What does a Financial Advisor Do, and Why do I need one?
Written by: Jordan Long | Financial Advisor | Trek Wealth Solutions You are contributing to your financial future through a 401K retirement plan at work, you’ve
Q & A: Bucket List Living
There’s nobody who believes in bucket list living more than Bill Sowell, the founder and CEO of Trek Wealth Solutions. Afterall, he has been helping
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Market Commentary
Q1 2024 Quarterly Market Update:
Trek Wealth Insights & Trends
By: Kaitlyn Laney, CFP®
To understand the road ahead, it is important to reflect on how far we have come. If we go back in time a few short months ago, it was a wild ride. During the last part of 2022, stock markets had fallen about 20% from their highs, and the headlines for 2023 were crowded with predictions of an impending recession. The runaway inflation we saw in 2022 and 2023 was not only felt by the markets but also by people fueling up their cars and buying groceries. The U.S. economy proved exceedingly resilient, avoiding a recession even in the face of the Federal Reserve continuing to raise interest rates. The efforts by the Federal Reserve to combat inflation have seemingly proven successful, and U.S. consumers remain in solid shape heading into 2024 with easing inflation.
