Triumph Financial Group

Brad and the rest of the Triumph Financial Group sponsored and hosted a table at a DFW Leadership Series Event at his alma mater, Dallas Baptist University, where Will Guidara, author of Unreasonable Hospitality and producer of the TV Series “The Bear,” spoke and delivered a powerful message.

Please join us in wishing Zach Davis, Co-Founder and Wealth Management Advisor, a very happy birthday.
We’re grateful for his leadership and the impact he continues to make on our team and the clients we serve. Outside of the office, Zach enjoys spending time with his family, traveling, and taking advantage of any opportunity to be outdoors.

Today is 529 Day, a reminder of the importance of planning ahead for education.
With the right strategy, families can take meaningful steps toward preparing for future education expenses. A 529 plan is one way to help make that possible.
Connect with Triumph Financial to learn how education planning can fit into your overall financial strategy.

Triumph is excited to be welcoming our first summer intern, a student at TCU, Alexander Bergfeld. He is studying business and finance and is interested in a career in financial services.

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. http://spr.ly/6184B8V8qp

Happy Birthday to Ashley Haydel, our Director of Risk Operations.
Ashley is always ready to take on a challenge and brings great energy to our team. At home, she enjoys reading, cooking new recipes, and traveling with her family as they work toward visiting every National Park.
We appreciate everything she brings to the team and hope she has a wonderful birthday.

Fun Fact Friday

Outside the office, Brad and his wife are working toward a goal of running a half marathon in all 50 states. With 27 completed so far, they’re well on their way.

Join us in congratulating Randall on completing his APMA Designation — Accredited Portfolio Management Advisor. This sharpens his skills in helping craft, monitor, and oversee our investment portfolios, and exemplifies his hard work and dedication in better serving our clients.

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy crisis. The answer is yes, but only at the index level. In reality, the answer is far more nuanced. Northwestern Mutual Wealth Management Company CIO Brent Schutte addresses this question and more in the latest Weekly Market Commentary. http://spr.ly/6183BB4eG1