Avrett Financial Group

08/24/2026

This quarterʼs market swings probably caught your eye. Itʼs natural to feel uneasy, but focusing on short-term moves can derail long-term goals.

Think of investing like a road trip: bumps and wrong turns happen, but you donʼt abandon the destination. Same with markets — daily swings donʼt erase why you started. Iʼve seen people panic over headlines and wreck decades of planning. The steady ones tune out the noise and stay focused on their prize.

Not sure your plan still fits? If market moves have you questioning, letʼs review your strategy.

08/21/2026

☕ If you can afford a couple of coffees a week, you can probably afford to change your financial future.

Invest just $20 a week.

Assuming an average annual return of 9% over 40 years, that could grow to about $410,000.

Here’s what most people don’t realize:

💰 You contributed: $41,600
📈 Compound growth: About $368,400

That means nearly 90% of the final value came from your money working for you—not from your own pocket.

Now imagine if both you and your spouse or partner each invested $20 a week.

Together, you’d have around $820,000, while only contributing a combined $83,200. The remaining roughly $736,800 would come from compound growth over time.

The amount isn’t what changes lives.

Consistency and time do.

If you’re curious what investing a little each week could look like for your own situation, send us a message. We'd be happy to run the numbers with you.

07/04/2026

Happy birthday, USA!

05/14/2026

It’s wild to think that just 6 short weeks ago the market was down nearly 8% YTD.

Since the end of March to now we have witnessed almost a 19% rebound.

This just goes to show that timing the market or being afraid of the market is just a short term speculation. Dips become blips.

Participating is the only way to see the real growth and how market swings drastically bolster your return when staying consistent through it.

You can either sit on the sidelines and think what if or you can get in there and experience it yourself.

04/14/2026

Good morning friends..

To my young friends, don't wait. Start now. Don't take the advice of those who are not where you want to be. Opinions are the cheapest thing today. Action is the ultimate game changer.

To my not so young friends, there's no time machine, but we can certainly do the best we can, and that starts with being open to options. PLUS, as someone with valuable wisdom on our side, think how many younger people we care about could have a brighter financial future if we helped them get educated and avoid some of the pot holes we hit during our younger years.

There is still time. Our team is here to help.

04/08/2026

With Trump’s agreement to a two-week ceasefire with Iran yesterday, the market is set to open up over 2.5% today.

Short-term ups and downs are inevitable, that’s just how the market works.

What actually makes the difference is how you respond during these volatile moments.

You can panic and pull back, or recognize when the market is “on sale” and take advantage of it.

Don’t run from the dips, lean into them. That’s where the real opportunity is. Because when the markets rebound, like they always do, the ones who stayed disciplined and invested, are the ones who will benefit the most.

04/01/2026

In our line of business, we get a lot of questions about estate planning as it goes hand in hand with your financial strategy. Trish with Arch Legacy Firm is who we often recommend to our clients and our friends.

In a few weeks, Trish and Daniel are hosting a casual dinner at Brick & Beam in Jefferson. Most people have questions about how to help advise their parents as they get older when it comes to things like whose name property should be in, qualifying for Medicaid or how to avoid probate. Most want to ensure their children will have the financial support they need if something happens to their parents and want to be sure they don't outlive their money.

If you've had similar questions or know you need a little assistance getting started, join us on April 21st.

All are invited!
Message us if you'd like to come so we can be sure to order enough food!

04/01/2026

Days like yesterday are exactly why it’s so important to sit tight and stay the course during short-term dips.

The start of 2026 has been anything but steady, with the S&P 500 floating around the -6% mark.

But we saw something very similar this time last year… and the market went on to rebound nearly 38% to finish out 2025.

Yesterday alone, we made back almost half of the losses from the first three months of this year.

Regardless of the chaos, the news, or the headlines — own quality investments and stay the course.

Because what feels like uncertainty in the moment often ends up being opportunity in hindsight.

03/26/2026

03/13/2026

Knowledge is key