Dobyns McMillin Wealth Team

With the 2024 election just around the corner, there’s a lot of talk about what’s really impacting the markets. From government policy to inflation and national debt, there are plenty of factors to consider as we think about our financial future. At SageSpring, we know these challenges can feel overwhelming, but staying informed and keeping a level head is key. What do you think is the biggest hurdle for the investment markets right now? Let’s talk about it! We’re here to help you navigate it all and make smart, long-term decisions. We recently hosted a webinar and asked this question, what do you think? If you want to uncover strategies for your portfolio into the 2024 Election and beyond, watch a replay: https://bit.ly/4dz4vup.

We’re beyond excited to share that SageSpring has been named to Forbes / SHOOK Research’s Top RIA Firms list for 2024! 🎉 Being recognized among the top firms in the country is a testament to the dedication we have in stewarding your wealth and preserving it for the long haul. With over $1.6 trillion in assets being managed by the 250 firms on this list, we’re honored to be part of such a prestigious group. Thank you to our incredible clients for trusting us with your financial journeys—this achievement wouldn’t be possible without you! Check out the full list here: https://lnkd.in/gyRbJuW8 #Forbes #TopRIAFirms #Wealth #ShookResearch

Did you miss our live webinar last week? We were grateful to have Bob Shea from Dynasty share essential strategies to help navigate this critical time in the investment landscape. From understanding market trends to making informed decisions about interest rates and bonds, so much valuable information was shared. Check out our key takeaways below. As we approach the election, remember that staying informed and adapting your strategy can make a significant difference in your investment outcomes. We’re here to help you position your portfolio for success regardless of who's in office. Reach out today! Watch our webinar replay here: https://bit.ly/4dz4vup (After you register, the replay is available on demand.) #InvestmentStrategy #Election2024 #MarketInsights #DMWT #FinancialPlanning

Check out this amazing and inspiring story about Miss Jean's Ice Cream and Sandwich Shop! Miss Jean always dreamed of opening her own shop but felt discouraged by the state of the buildings in downtown Petersburg, TN—until she met Alex Rustioni. As one of our clients, Alex has a vision for revitalizing and restoring downtown Petersburg. His support and generosity helped Miss Jean turn her dream into reality, bringing joy to countless customers along the way. Don’t miss this uplifting journey!

I had the unique opportunity to hear from Chair of the Federal Reserve Jerome Powell today. Chair Powell was the keynote speaker at the NABE (National Association for Business Economics) today. Chairman Powell spoke on a variety of topics, including the fiscal policy to reduce inflation and how to address our labor and housing markets. Two things were certain from today 1) he, along with most of the attendees, really are impressed with Nashville and all that we have to offer tourists and businesses alike and 2) if the economy continues to perform as expected, we will likely have a 50 basis point decrease by year end. -Jeff

You’ve probably heard the terms “estate plan” and “legacy plan” used interchangeably, but they’re not quite the same thing.   An estate plan is all about making sure your assets are managed and distributed according to your wishes.   A legacy plan? That’s about more than just finances—it’s about leaving behind the values, memories, and impact that matter most to you.   Both are important, but understanding the difference can help you plan for a future that reflects who you are and what you care about.   #EstatePlanning #LegacyPlanning #FinancialAdvisor #EstatePlan #Legacy #CharitableGiving #LegacyPlan #Finances

Just ONE day left but there's still time to register! 🗓️ Partner and Wealth Advisor Drew McMillin and special guest Bob Shea will break down key strategies to help you steer your portfolio through the 2024 election season and beyond. Gain valuable insights for navigating market uncertainty and investing smarter by registering today! 💡 Click here to register: https://bit.ly/4dz4vup #ElectionSeason #Webinar #Investments #InvestmentStrategies #FinancialAdvice #SageSpring #Portfolios #InvestmentPortfolio Raymond James is not affiliated with Bob Shea or Dynasty Financial Partners.

Just ONE day left but there's still time to register! 🗓️ Partner and Wealth Advisor Drew McMillin and special guest Bob Shea will break down key strategies to help you steer your portfolio through the 2024 election season and beyond. Gain valuable insights for navigating market uncertainty and investing smarter by registering today! 💡 Click here to register: https://bit.ly/4dz4vup #ElectionSeason #Webinar #Investments #InvestmentStrategies #FinancialAdvice #SageSpring #Portfolios #InvestmentPortfolio Raymond James is not affiliated with Bob Shea or Dynasty Financial Partners.

Retiring well isn't one-size-fits-all—it's all about what YOU want it to be! Whether it is spending every day on the golf course, continuing to work part-time, or making up for lost time in planning, your retirement is your own to design. But one thing is for sure: retiring well means having a solid financial plan in place to make your golden years truly golden. Ready to take that step? Start by downloading our free retirement guide and let our team help you turn your vision into reality. We're here to guide you every step of the way to build the retirement you've always dreamed of! https://bit.ly/3ZqUiwD #RetirementGuide #Retirement #RetirementPlanning #RetiringWell #FinancialAdvisor #Retiree #GoldenYears

We are excited to welcome Bob Shea from Dynasty Financial Partners, who will join Drew McMillin, CFP®, AEP® for an insightful discussion at our upcoming webinar on September 26th at 12:00 PM CST! 🗓️ Together, they will share key strategies for positioning your portfolio before and after the 2024 election season, helping you make informed decisions in times of uncertainty. Learn more about Bob’s background below, and register to attend the webinar here: https://bit.ly/3XHxXJF #ElectionSeason #Webinar #Investments #InvestmentStrategies #FinancialAdvice #SageSpring #Portfolios #InvestmentPortfolio Raymond James is not affiliated with Bob Shea or Dynasty Financial Partners.