Hal Otey Financial

Why Your Financial Goals Should Drive Your Tax Strategy https://www.haloteyfinancial.com/insights/blog/proactive-tax-planning-starts-with-goals/

Hal Otey Financial explaining the One Big Beautiful Bill as it pertains to financial planning. Thank you to all who attended!

How Much Will Healthcare Cost in Retirement? https://www.haloteyfinancial.com/insights/blog/how-much-will-healthcare-cost-in-retirement/

Whether you’re planning for a future sale or succession or simply want to build long-term value, it’s important to know three key traits every successful business has. https://www.haloteyfinancial.com/insights/blog/3-things-all-valuable-businesses-have/

In the wake of an up-and-down week for the market (that ended with a rebound), let’s take a look at spectacular historical crashes during the month of October—including Black Monday. Also why is gold still surging? It’s all in our latest Market Commentary: https://www.haloteyfinancial.com/insights/blog/market-commentary-gold-gets-goosed-and-recollections-of-black-monday/

The market definitely responded to more tariff talk. But Friday’s sell-off was on the heels of one of the best 6-month rallies ever. In our latest Market Commentary, we break down the current state of this bull market and why we’re not worried about Friday’s volatility: https://www.haloteyfinancial.com/insights/blog/category/market-investments/

Great weekend event!

You're INVITED! Come see me tomorrow... coffee is on me.

Having a solid business exit plan is critical to the health of your business – and it can help you get the most out of the sale of your business. Learn what common mistakes to avoid. https://www.haloteyfinancial.com/insights/blog/5-common-business-exit-planning-mistakes-and-how-to-avoid-them/

There’s still time to register! Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese for their Midyear Outlook webinar on Thursday, July 13 at 3:00 p.m. CT. https://register.gotowebinar.com/register/6617303411330261337?source=Hal+Otey