Latest Insights

A market that costs a pretty penny

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

Read more

Luxury travel trends and tips for high-net-worth families

Experience-based travel is increasingly popular among high-net-worth families. Learn how to prioritize travel in your wealth plan.

Read more

How to talk to your kids about their inheritance: Why wealth transfer conversations are crucial

Family discussions should start early to successfully pass down both wealth and values.

Read more

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt.

Read more

One year in: The Labour Party’s report card

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

Read more

We want to know

  • Who you are
  • Where you are, and
  • Where you want to be

The McMurtrey Financial Group difference

Learn more about us.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields