Journey Strategic Wealth

As we continue to grow, we’re excited to highlight the recent additions to our Journey Strategic Wealth team! Jill Isbell, CFP of Creative Financial Services has joined us, along with her team establishing our presence in Colorado Springs. We also welcome Chad Faulkenberry, CFP®, CPWA®, CLU®, CWS® who brings his extensive expertise and experience from Orlando. Their passion for serving clients aligns with our mission to support independent advisors nationwide. Learn more in the latest from Citywire. 👇

Mark Lebida, CFA dives into the latest market trends, from the strong September performance of SMID stocks to the impact of global rate cuts and the evolving political landscape ahead of the U.S. election. With insights into both U.S. and emerging markets, this is a timely look at how different factors are shaping market returns. Check out the full VettaFi Advisor Perspectives article for a deeper perspective on what’s driving the economy this season. https://lnkd.in/gju7ykEa #MarketCommentary #Journey #MarketTrends

ICYMI we announced the addition of 2 advisors to the Journey team: Jill Isbell, CFP in Colorado Springs and Chad Faulkenberry, CFP®, CPWA®, CLU®, CWS® in Orlando, FL! These additions further solidify Journey's commitment to fostering a community of advisors who prioritize client relationships and value the freedom to operate their practices with autonomy. Get the full story here ➡️ https://lnkd.in/eUTKwqhC #FinancialServices #WealthManagement #Journey #BusinessGrowth

ICYMI: We’re excited to welcome new talent to Journey Strategic Wealth! Jill Isbell, CFP has integrated her firm, Creative Financial Services, into Journey expanding our presence to Colorado Springs. We’re also excited to have Chad Faulkenberry, CFP®, CPWA®, CLU®, CWS®, who is expanding our Richmond practice into Orlando, FL. Their expertise strengthens our mission to support independent advisors and drive growth. Learn more via WealthManagement.com: https://lnkd.in/geCyrjHm #WealthManagement #FinancialAdvisors #Growth #JourneyStrategicWealth

Did you know that 70% of us will require long-term care at some point in our lives? Yet, many haven’t had crucial conversations about their care wishes or financial resources. At Journey Strategic Wealth, we believe long-term care should be an integral part of your retirement plan. It's important to approach long-term care with compassion and foresight. Sadly, many families don’t consider their long-term care options until a crisis hits. This can lead to fewer choices and higher costs, which no one wants to face. In honor of Long-Term Care Planning Month we're sharing 5 essential questions to consider when planning for your future. #LongTermCare #RetirementPlanning #LTC

The Federal Reserve indicated with its September rate cut that it’s won the fight over inflation. But the question on everyone’s mind is, what does this mean for home buying? And more specifically, when can we expect mortgage rates to begin dropping? In Kristin Bartlow, CFP®'s latest blog post she's breaking down what this current rate cut, along with future rate cuts, could mean for those looking to refinance, sell, or buy a home in the coming months. Check it out now: https://lnkd.in/gQb-DWWc Erica Quistgard #MortgageRates #HousingMarket #EconomicOutlook

We are thrilled to welcome Jill Isbell, CFP, and Halim Yenni Cheshire, FPQP™, of Creative Financial Services in Colorado Springs, as well as veteran advisor Chad Faulkenberry, CFP®, CPWA®, CLU®, CWS®, to the Journey family! These additions highlight Journey’s continued commitment to empowering advisors with top-tier support and driving exceptional growth. Read more: https://lnkd.in/eUTKwqhC

Trick or Treat? 🎃 Mark Lebida, CFA breaks down the spooky shifts and what to expect as the fall season unfolds in our October Market Commentary. https://lnkd.in/dzTQ3-Py #MonthlyCommentary #Journey #MarketTrends

Estate planning can be full of spooky 👻 surprises, but it doesn’t have to be! Here are some treats to ensure your loved ones experience peace of mind: 🍬 Pass on your values through charitable contributions 🍬 Keep the transfer of assets private 🍬 Provide financial support to your loved ones 🍬 Pass on memories through meaningful heirlooms Give your loved ones the gift of security and clarity—without the fright! #EstatePlanning #NationalFinancialPlanningMonth

52% of Americans want a financial advisor who cares about their clients as people. But many advisors struggle to show their clients how much they care – which is why we created our exclusive communication toolkit. It offers advisors:  - Expert analysis of the communication challenges advisors face   - Powerful questions to ask clients during each phase of client engagement  - Listening and empathy cues to gain a deeper understanding of your clients' needs All organized into clear sections, making it an essential resource you can easily refer to whenever you need to increase engagement. Want to give your clients a referral-worthy experience? Download the toolkit via the link below 👇