Ranch Capital Advisors

10/08/2026

October is National Financial Planning Month, which feels like a good time to talk about what a plan that's actually working for you should look like.

For most people it's not a one-time conversation. It starts with getting clear on what you want your money to do, then building a strategy around that and revisiting it as life changes.

This month we're putting out a series of financial planning tips to make your money work harder today, tomorrow and down the road.

Stay tuned, your future self will thank you! 🌿

10/01/2026

Here's a stat that doesn't get talked about enough: interest on the national debt now costs more than the entire defense budget.

And neither party has much incentive to actually fix it.

09/22/2026

A lot of people assume the Fed controls interest rates outright.

It's more complicated than that.. especially on the long end, where the bond market has its own opinion.

We talk through what's going on and what it means heading into the rest of the year.

Full episode here 🎙 https://youtu.be/2yY3ttMV8Ww

09/18/2026

What happens to the market when Big Tech stops spending billions on AI data centers?

Brad breaks down why this — not the Fed, not oil — is the real thing to watch. 👀

09/01/2026

Just because you can do it all yourself doesn’t mean you should. 🍣

When your financial life gets more complex, so does the number of people involved in it.

Your financial advisor, CPA, attorney, insurance professionals and other specialists may all be doing great work, but that doesn’t necessarily mean they’re working from the same playbook.

That’s where a Virtual Family Office comes in.

A VFO helps bring the different pieces of your financial life together, so your team is coordinated and your decisions are made with the full picture in mind.

08/25/2026

The recession that never came wasn't luck.

AI spending quietly stepped in and changed the trajectory of the entire economy before most people even realized it was happening.

The spending that started in tech is now trickling into manufacturing, industrials, energy, and beyond.

🎙️ View from the Ranch | Brad Tremitiere, CIO

08/19/2026

Today, we’re celebrating Abby Skipper, CFP® — and a journey we’re incredibly proud of.
After stepping away from the workforce for many years to raise triplet daughters and another daughter, Abby decided to begin a new chapter. She joined Ranch Capital Advisors as an Associate Advisor, committed herself to learning and growing, and developed into the successful Lead Advisor she is today. And now, she has earned one of the most respected credentials in our profession: CERTIFIED FINANCIAL PLANNER® professional.

But Abby’s impact extends far beyond financial planning and investment advice. As a disabilities advocate, she brings compassion, empathy, and a genuine desire to make a difference in the lives of others.

Her story is a reminder that there is no expiration date on pursuing a new goal, building a career, or becoming the person you were meant to be.

Mom. Advisor. Advocate. Leader. CFP® professional.

Congratulations, Abby. We’re proud to have you representing Ranch Capital Advisors — and even more excited about what’s ahead.

08/12/2026

The best market environments aren't always the loudest ones. 🗣️

Sometimes not too hot and not too cold is exactly where you want to be.

🎙️ View from the Ranch | August edition out now: https://youtu.be/P5ntz16FQ5c?si=96Z_U35D507daz1k

08/12/2026

Confused whether you need a revocable trust or a simple beneficiary designation?

We see this question all the time, and the answer usually depends on your family, assets, and goals.

If your financial life is complex — multiple states, business interests, blended family dynamics, or a desire for coordinated, faith-aligned planning — let’s talk before you spend on the wrong solution. We help clients blend beneficiary designations with trust planning so each tool does exactly what it should.

Read the full guide below. 👇

Do you need a revocable trust or will a beneficiary designation do the job? Gregg Pacitti, CFP® breaks down when each tool makes sense, the mistake that undoes both, and how to decide what your estate plan actually needs.

07/30/2026

👀 To whoever bought the $800 million Mega Millions ticket in Bradenton… holla! 😄 Congratulations to our mystery hometown winner. And if you happen to need a financial plan… Ranch Capital knows a guy. 😉💰