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Ashlee Owens

Phillip Fabry

Tyler Matchack

Jacob Higgins

Will French

Collin Daniell

Jeff Collier

Brad Burcham

Tim Daniell

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  • Capital Market Snapshot: Week Ending June 6, 2025
    Markets showed resilience last week, with global equities rebounding strongly -driven by solid corporate earnings, easing trade tensions, and a better-than-expected U.S. jobs report. The labor market added 139,000 jobs in May, keeping the unemployment rate steady at 4.2%, which helped ease fears of a sharp economic slowdown.
  • Capital Markets Snapshot: Week Ending January 24, 2025
    Last week, stocks maintained their bullish momentum, driven by a pro-growth fiscal policy shift from the incoming Trump administration.
  • Market volatility?! Two charts to help soothe investor worries
    The market recently took quite a sudden dip, causing lots of consternation. Markets just go down sometimes and, candidly, it can be healthy … particularly when viewed through the lens of history and rationality.
  • Is your financial plan holistic? 6 questions you should ask
    It takes more than a basket of stocks to secure your financial future. It takes strategy, savings, and a commitment to tax efficiency. It takes holistic planning.
  • Is maxing out your 401(k) enough for retirement?
    You fully fund your 401(k) retirement account every year, sacrificing a fatter paycheck today for financial security down the road, and for that, you should be proud. Depending on your income and future lifestyle, however, it may not be enough.
  • How interest rates work and affect you
    Interest rates have a profound effect on consumers. They set the cost of borrowing money, determining how much you’ll actually pay to buy a house or a car or carry a credit card balance. I
  • Markets: 2023 lessons for the coming year … in 5 charts
    Despite the gyrations and the travails, progress has been made, and we must take stock of where we are, and what we have experienced, so we can, with any luck, make better decisions about the future that we face (however uncertain that may be).
  • Tips to help maximize your retirement income
    Given today’s retirement realities, it’s crucial to think about how you define retirement and how you intend to manage your income, typically a combination of money from retirement accounts, Social Security payments, and proceeds from investment contributions made over the years.
  • 5 inexpensive DIY holiday gift ideas
    A handmade scarf, baked goods, a cherished photo in a discount frame. Gifts for friends and family during the holiday season need not break the bank. In fact, some of the most meaningful gifts you can give are virtually free.
  • 6 icebreakers for talking finances with your aging parents
    The topic of money and finances may be taboo in many homes, but it is also one that should not be ignored, especially between adult children and their aging parents.

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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood, TN. 37027 (615) 309-6300. BD Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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We have agents licensed to sell insurance in the following jurisdictions: AL, AR, AZ. CA. CO. FL. GA. IL, IN, LA, MA, ME, MI, MS, MT, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, VT, WA, WI, WY

Brad Burcham, Domiciled in TN; AR Insurance License #7759708, CA Insurance License #4109412
Philip Fabry, Domiciled in TN; CA Insurance License #4198594

We have agents licensed to sell securities in the following jurisdictions: AL, AR, AZ. CA. CO, CT, DC, FL. GA, IN, KY, LA, MA, MS, MT, NC, NY, OH, OK, PA, SC, TN, TX, VA, VT, WA, WY

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