1900 Wealth

In our latest video series, 1900 Wealth Advisor Phyllis Kyle dives into the impact of presidential elections on the stock market—revealing why election-year volatility is typically short-lived and how broader economic forces play a more significant role. While it is common for markets to react to election outcomes, data shows they generally rise over the long term, regardless of the winning party. Phyllis emphasizes the importance of staying focused on your long-term investment strategy rather than letting election uncertainty sway your vote. Want to learn more? Check out the link below to see why a disciplined approach to investing beats an election-day reaction. Connect with our advisors today at 217.367.7770 or visit 1900wealth.com to discuss your investment goals. 

** NOW HIRING ** 1900 Wealth is hiring a Trust Investment Officer for our San Antonio office. This position will provide investment management services to the Jefferson Bank Trust Department, including setting account investment objectives, providing recommendations, overseeing performance, conducting monthly reviews, and executing trades. The role involves close collaboration with trust officers and clients to ensure their investment needs are met. Applicants must have 8+ years of experience in trust investments or a related field. To learn more about this opportunity, visit our website or apply directly at https://lnkd.in/gVd8-Rvu #1900Wealth #TrustInvestments #NowHiring #HiringSanAntonio

In a recent article by the San Antonio Report, Todd Brockwell, President of 1900 Wealth Management, shared expert insights on safeguarding multi-generational wealth. His guidance underscores the importance of several core strategies, including: • Succession Planning: Early engagement and mentorship are critical to ensure the next generation is prepared to manage family assets, beyond just passing down real estate. • Diversification: Families should consider expanding their ventures beyond traditional businesses, such as investing in renewable energy or agritourism to create additional revenue streams. • Tax Strategies: Smart tax planning is essential. Working with a specialist can help navigate estate and inheritance taxes while maximizing exemptions. • Risk Management: A robust risk management plan, including legal and financial protections, ensures long-term stability and avoids unexpected setbacks. These strategies are vital for securing your family’s financial legacy. Learn more about how 1900 Wealth Management can help your family plan for future generations at 1900wealth.com

At 1900 Wealth Management, we recognize that technology has become a powerful force in shaping modern wealth management. While traditional, personalized advisory services remain essential, the integration of fintech has brought new levels of efficiency, transparency, and accessibility to the field. From the rise of robo-advisors that offer automated, low-cost investment solutions to the use of big data analytics and predictive tools for more precise market forecasting, technology has transformed how investors engage with their portfolios. At 1900 Wealth, we leverage these innovations to provide our clients with real-time access to their financial health and personalized strategies. However, we understand that technology is a tool—not a replacement for the human element. While we embrace the efficiency and convenience that fintech brings, true wealth management requires empathy, insight, and understanding. Our advisors provide the expertise and personal attention that no algorithm can replicate. At 1900 Wealth, we balance the latest technological advancements with human-centric service. Discover how we can help you navigate this evolving landscape and secure your financial future at 1900wealth.com or contact us at (210) 736-7770.

Double the expertise, double the style! When Chris Kardys and Bobby Jones, CFA arrive at the office twinning in their casual Friday finest style, you know it’s a power move. 💼 🌟 #1900Wealthtwins #1900Wealth #wealthmanagement   

This month, we are featuring Jessica Drought, Vice President and Investment Advisor at 1900 Wealth in our Q&A blog series. With over a decade of experience, Jessica works closely with high-net-worth clients to develop personalized financial strategies and guide them through market fluctuations. Her background in private equity, investor relations, and technology allows her to: 📊 Tailor strategies for high-net-worth individuals. 💼 Focus on long-term goals to manage market volatility. 💡 Utilize her diverse experience to provide comprehensive advice. 🤝 Build strong client relationships through trust and transparency.' Discover more about Jessica and her expert insights in the blog below. To see how 1900 Wealth can help you achieve your financial goals, visit 1900wealth.com or call (210) 736-7700.

At 1900 Wealth Management, we recognize that estate planning is not just about distributing wealth—it’s about securing the legacy of our clients and ensuring their financial wishes are honored for generations to come. High-net-worth individuals face unique challenges when it comes to preserving wealth, minimizing tax liabilities, and ensuring a smooth transfer of assets. Our team of experienced professionals is here to guide our clients through every step of the process. From utilizing lifetime gifting strategies and setting up irrevocable trusts to employing charitable donations and planning for incapacity, we help clients navigate the complexities of estate planning with a personalized approach. 1900 Wealth also provides assistance in selecting the right trustee, ensuring that estates are managed with the utmost trustworthiness, financial acumen, and impartiality. Discover how our tailored strategies can help safeguard your wealth, reduce tax burdens, and provide peace of mind in the recent blog post below. To learn more about how 1900 Wealth can assist in securing your financial future, visit www.1900wealth.com or contact us at (210) 736-7770.

Could confirmation bias be affecting your investment decisions without you realizing it? In the world of investing, it’s common to focus on information that supports your beliefs, while overlooking risks or viewpoints that don’t fit your narrative. This can limit your ability to make well-rounded financial decisions. At 1900 Wealth, we help our clients avoid this pitfall by offering truly unbiased advice with no products to sell. Our advisors work alongside our clients to create a personalized, structured wealth management plan that’s tailored to their unique financial goals. Read more in the San Antonio Report about how 1900 Wealth recommends overcoming confirmation bias in your investments and making more informed choices. Ready to take control of your financial future? Visit 1900wealth.org to learn more about our services and schedule a call with an advisor.

Today, the Federal Reserve Board announced a 50 basis point cut to interest rates, lowering the benchmark rate to 4.75% to 5% — the first rate reduction since 2020. This decision follows positive indications that inflation is beginning to slow down, signaling some relief for the economy. However, inflation is still above the Federal Reserve's 2% target, meaning the central bank will continue monitoring closely before making further adjustments. As we navigate these economic changes, understanding the implications of this rate cut is crucial for making informed financial decisions that align with your goals. At 1900 Wealth, our advisors are ready to help you evaluate what this means for your investment plans and long-term financial strategy, ensuring you remain well-positioned in this evolving market. Reach out to our team for personalized guidance tailored to your unique situation. Learn more at www.1900wealth.com. https://lnkd.in/gcd3X_-r #FederalReserve #InterestRates #1900Wealth #WealthManagement

Could confirmation bias be affecting your investment decisions without you realizing it? In the world of investing, it’s common to focus on information that supports your beliefs, while overlooking risks or viewpoints that don’t fit your narrative. This can limit your ability to make well-rounded financial decisions. At 1900 Wealth, we help our clients avoid this pitfall by offering truly unbiased advice with no products to sell. Our advisors work alongside our clients to create a personalized, structured wealth management plan that’s tailored to their unique financial goals. Read more in the San Antonio Report about how 1900 Wealth recommends overcoming confirmation bias in your investments and making more informed choices. Ready to take control of your financial future? Visit 1900wealth.com to learn more about our services and schedule a call with an advisor. #1900Wealth #FinancialPlanning #InvestmentStrategies #SanAntonioReport