Neches Retirement and Investment Services

10/05/2026

09/30/2026

Small-cap stocks have had a standout start to the year.

The Russell 2000 Index has climbed more than 21%, putting it on track for its strongest first-half performance since 1991.

One major driver has been the expansion of artificial intelligence infrastructure. While large technology companies often get most of the attention, smaller companies tied to semiconductors, equipment, components, and connectivity have also benefited from increased AI-related spending.

The rally also reflects what some market watchers describe as a valuation catch-up after years of small-cap underperformance compared with large-cap stocks.

Still, interest rates remain an important factor. Smaller companies can be more sensitive to higher borrowing costs because they may carry more floating-rate debt or face greater refinancing needs.

For investors, the broader takeaway is that market leadership can shift over time — and major themes like AI may affect more than the biggest names in the market.


Source:

The advance marks a sharp turnaround after years of underperformance versus large-cap peers.

09/17/2026

🏈 Football is back, and so is everything that comes with it.

A new season means fresh storylines, surprise contenders, and those moments you just can’t script. Whether you’re locked in from the opening coin toss or just showing up for the company and the snacks, game day has a way of bringing people together.

Fire up the grill. Find your seat. The season is here. 💪

09/09/2026

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

09/01/2026

September is College Savings Month, and it's a good time to think about what you want your child's future to look like. Every family's situation is different. If you have questions about what college savings options might make sense for your household, reach out. That's exactly what we're here for.

08/27/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

08/19/2026

Seminar on September 22, 2026, you don't want to miss!

This interactive session will guide you through strategies to help deter, identify and protect against potential threats to your personal information. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

One Step Ahead Seminars at Two Locations:

Administrative Branch - 6:00 pm to 7:00 pm on September 22, 2026 at 676 Magnolia Ave, Port Neches, TX 77651

Dowlen Branch - 12:00 pm to 1:00 pm on September 22, 2026 at 1955 Dowlen Rd, Beaumont, TX 77706

Presented by Travis Berg from Eagle Life Insurance Company

You’ll learn Strategies to Secure Your Personal Information and Prevent Fraud including:

· DETER - An introduction to understanding key areas of vulnerability and actions you can take to prevent thieves from stealing you personal information.

· IDENTIFY - Tips on recognizing emails, calls and other common scams to avoid falling victim.

· PROTECT - Steps to take before, during or after a privacy breach.

RSVP:

Glenda Rutherford
409-721-8323 or
Email – [email protected]

SPACE IS LIMITED, Call or Email Today!!

You are welcome to bring a guest, but space is limited so please make your reservations today.

Give me a call at (409) 749-6315 with any questions about the seminar or contact me by email at [email protected].

Eagle Life Insurance Company is not affiliated with LPL Financial or Neches Retirement & Investment Services.

I look forward to seeing you there!

08/19/2026

☀️📚 Summer vibes with a twist of finance! What's on your money reading list? 📖 Whether you're an armchair sociologist or a budding historian, find the perfect beach books for the summer. Dive into wealth history, timeless tactics, strategic thinking, and epic trades. Turn some pages and level up your financial reading!

08/11/2026

Pencils ✏️ Notebooks 📓 Backpacks 🎒 But what about your child's financial education?

A 2013 Cambridge University study found money habits formed by age seven! Add money smarts to your checklist this back-to-school season with these age-appropriate financial lessons. Turn everyday activities into learning experiences that will set them up for success. Which of these steps have you already taken with your kids?