Linscomb Wealth

Finding balance in your investment strategy is crucial. In an article from US News, Linscomb Wealth’s CIO, Ryan Patterson, CFA, CFP®, emphasizes: "Even though risky assets like equities have greater volatility in the short term, a diversified equity portfolio should have greater returns over the long term." Embrace true diversification for a balanced and successful investment journey. Get more insights about long-term investing here: https://lnkd.in/eDVq2tSM #Investing #FinancialPlanning #Diversification

We’re excited to share the latest episode of the RIA Edge Podcast, which features Linscomb President and CEO Phillip Hamman, CFA, CPWA®, CFP®! In this conversation with David Armstrong, Phillip discusses our comprehensive financial planning services and how our team-based approach and institutional knowledge help us meet the diverse needs of our clients. Listen in to learn more about our commitment to providing tailored financial strategies and the value we bring to our clients. 👉 Find the episode here: https://lnkd.in/gaWnbgPx #Podcast #WealthManagement #FinancialPlanning #TeamBasedApproach #LinscombWealth #RIAEdge

As you may be aware, #CrowdStrike, a cybersecurity technology company, experienced a significant disruption following an issue with a software update. While we want to assure you that this update has not directly impacted Linscomb Wealth, we are aware that some of our third-party software vendors and custodians may experience outages or delayed processing times as a result. Please rest assured that we are monitoring the situation very closely and will keep you informed of any developments that might affect your services. Our priority is to ensure that your experience remains seamless and that any potential disruptions are managed swiftly and efficiently. Thank you for your understanding and continued trust in Linscomb Wealth. #Cybersecurity #TechUpdate #ClientAlert #ServiceUpdate

Office Closure Due to Hurricane Beryl   Due to the anticipated impact of Hurricane Beryl on the Houston area, our offices will be closed on Monday, July 8, to ensure the safety of our staff and their families.   To help you stay prepared, we recommend downloading and saving this comprehensive guide to hurricane preparedness: https://lnkd.in/eNHUbMTQ, which offers valuable tips and resources.   We apologize for any inconvenience this may cause and appreciate your understanding. Our priority is to ensure that everyone stays safe and secure during the storm. We will continue to monitor the situation and provide updates as necessary.    If you have any immediate concerns or require assistance, please do not hesitate to contact us. We plan to resume normal business hours on Tuesday, July 9th.   Please note that your Linscomb Wealth client portal is available 24 hours a day through the link below. Within your portal, you can view current and historical account information for your portfolio. Log in here: https://lnkd.in/e8nmu_mH

In accordance with the New York Stock Exchange schedule, our offices will be closed in observance of Independence Day. Please see our revised hours below:   Thursday, July 4, 2024: Offices Closed   We will resume normal business hours on Friday, July 5th.   Please note that your Linscomb Wealth client portal is always available here: https://lnkd.in/e8nmu_mH. Within your portal, you can view current and historical account information for your portfolio.

Linscomb Wealth Office Closure In accordance with the New York Stock Exchange schedule, our offices will be closed on Wednesday, June 19, 2024, in observance of #Juneteenth. We will resume regular business hours on Thursday, June 20.   Your Linscomb Wealth client portal is available 24 hours a day through the link below. Within your portal, you can view current and historical account information for your portfolio. Sign in here: https://lnkd.in/eVAp9dU2

How do you think AI is reshaping the investment landscape? Corbin Grillo, CFA, our Director of Investment Strategy, navigates the profound impact of Artificial Intelligence. From finding the right questions to exploring nuanced market shifts, this article is a deep dive into the dynamic world of #AI. Learn more here: https://lnkd.in/dExjJ3G2 #artificialintelligence #wealthmanagement

Turning the page to a new chapter in our storied history.   We are thrilled to share some exciting news with you about an important milestone in our journey. After careful consideration and reflection on our heritage, we are proud to announce that Linscomb & Williams is now renamed Linscomb Wealth.   Read more on this transformational update from Phillip Hamman and Walter Christopherson: https://lnkd.in/d_4bZJAF ­ #LinscombWealth #NewChapter #WealthManagement

Warm holiday wishes from Linscomb & Williams!   As the year draws to a close, we extend our heartfelt gratitude for entrusting us with your financial journey. May the season bring joy, and the New Year usher in continued success and fulfillment. Happy Holidays to you and yours!