Latest Insights

A central bank at rest tends to stay at rest

The Federal Reserve held rates steady once again, but with the added wrinkle of a hawkish outlook—likely pushing back the timing of any rate cut even further.

Read more

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

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