QFSC Investment & Tax Advisor - Chattanooga

📣 Friendly Reminder

Third-quarter estimated tax payments are due September 15, 2026.

Need help reviewing your payment? QFSC is here to assist.

Check out our Tax Resources page for more tax dates, forms, tax rates and publications! https://www.qfsc.com/tools/tax-resources

National 401(k) Day is a great reminder to check your contributions, review your investment mix, and make sure your retirement plan still reflects your goals.

A little attention today may help you stay on track for the future.

David and his wife, Johnnie, recently attended the Estate Planning Council’s Social at The Vault inside the Waymark Hotel in downtown Chattanooga. It was a nice evening connecting with fellow professionals in the estate planning community in such a unique setting!

Did you know LPL Financial has a mobile app and desktop platform to view all your accounts in one place? With 24/7 access, you can see account balances in real time. Use the link below or call us today to register for an account!
https://myaccountviewonline.com/login/selfreg

Financial awareness starts with one simple question: Is your financial plan still working toward the life you want?

In recognition of National Financial Awareness Day, take a few minutes to review your goals, savings, investments, insurance coverage, and plans for the future. Small check-ins today may help you make more informed decisions tomorrow.

At QFSC, we’re here to help you pursue financial independence with a plan built around your priorities.

David recently spent a few busy days in San Diego attending LPL Focus Conference, where he took part in several advisor sessions at the San Diego Convention Center and connected with others from across the financial services industry.

There was also a little time to take in San Diego! David visited Little Italy, saw the USS Midway, played a round of mini golf at Happy Does Bar with John Stadtmueller, attended the LPL PAC Dinner at Camden Hall, and wrapped up the conference with a Carrie Underwood concert at the beautiful Rady Shell at Jacobs Park!

A full few days of learning, networking, and experiencing some of the best of San Diego!

Municipal bonds may not always make the biggest headlines—but right now, they may be worth a closer look.

With the Federal Reserve holding steady, strong investor reinvestment demand, and yields remaining elevated, LPL Research explains why “carry” — the income earned from holding bonds — may be an important part of the strategy in today’s municipal bond market.

Rather than trying to predict the Fed’s next move, the current environment may give investors an opportunity to focus on something a little more straightforward: income.

Read this week’s LPL Weekly Market Commentary here: https://www.qfsc.com/weekly-market-commentary to learn more about what’s driving the municipal bond outlook.

Weekly Market Commentary | Constructive on Stocks in the Second Half as AI Debate Continues | August 3, 2026

LPL Research highlights strong corporate earnings, AI-driven growth, and a favorable equity outlook while monitoring inflation, oil prices, and risks.

Read full article: https://www.qfsc.com/weekly-market-commentary

Weekly Market Commentary | Can Hyperscalers' AI Ambitions Add Up? | July 27, 2026

LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.

Read full article: https://www.qfsc.com/weekly-market-commentary