Farrall Wealth

  • Home
  • Farrall Wealth

Farrall Wealth Grow. Protect. Preserve. Distribute. Four quadrants of wealth management, and Farrall Wealth aims to cover you on all ends. https://linktr.ee/farrallwealth

Farrall Wealth is an independently owned, boutique wealth management firm supported by LPL Financial. At Farrall Wealth, our mission is to be the stewards of your irreplaceable capital. We understand that your wealth is not our client, you are. We offer professional resources and expertise for developing client strategies based on thorough, independent research and analysis. To learn more about Farrall Wealth, visit https://www.farrallwealth.com/

--

Securities and advisory services offered through LPL Financial, a registered investment advisor Member FINRA/SIPC finra.org sipc.org

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The Nobel Prize-winning economist Paul Romer once wrote that "economic growth springs from better recipes, not just from...
31/08/2026

The Nobel Prize-winning economist Paul Romer once wrote that "economic growth springs from better recipes, not just from more cooking."

After the Fed's meeting in Jackson Hole, I worked on a new blog over the weekend. Hope you enjoy the read, and I will be producing a podcast and radio show for Money Matters with Greg on this subject soon. Here is to hoping everyone has a healthy and profitable week!

August 31, 2026 The Nobel Prize-winning economist Paul Romer once wrote that "economic growth springs from better recipes, not just from more cooking."1 This key idea in economics is that raising our standard of living is not just about adding more workers or more equipment, but about enabling each....

There are so many reasons to create a will this month, but here arethree big ones to consider:Direct Your Property: Crea...
26/08/2026

There are so many reasons to create a will this month, but here are
three big ones to consider:
Direct Your Property: Creating a will tells the courts how you want your
property distributed. Without a will, state laws will determine how your estate
is divided, which may not align with your intentions.
Provide instructions to the probate court: A will can help manage the probate
process, providing instructions to the court.
Designate Guardianship for Minor Children: If you have minor children, a will
allows you to appoint a guardian to care for them. This crucial step directs
that your children are raised by someone you trust, rather than leaving the
decision to the courts.

🌞 Did you know schools in the South tend to start the school yearthe earliest? 🌞📚 As the back-to-school season approache...
18/08/2026

🌞 Did you know schools in the South tend to start the school year
the earliest? 🌞
📚 As the back-to-school season approaches, approximately 54.1 million K-12
students and 5.7 million teachers are gearing up to head back to classrooms
this fall. 📚
🍎 Teachers are the largest group among the nearly 10 million individuals
employed in the country's elementary and secondary schools, which also
include principals, school bus monitors, teaching assistants, and janitors.
🚌‍
Information from the U.S. Census Bureau



📝✨ August is Make-A-Will Month! ✨📝In that spirit, we're raising awareness about the importance of creating a will.Now is...
12/08/2026

📝✨ 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. 👇
📜

10/08/2026

Lets gooo! LPL Financial ready to get to work!

July was the kind of month that makes smart people do dumb things with their money. We felt the whipsaw firsthand: AI na...
04/08/2026

July was the kind of month that makes smart people do dumb things with their money. We felt the whipsaw firsthand: AI names getting hit hard, Treasury yields climbing to multi-year highs, oil ripping higher on renewed Middle East tension, and a Federal Reserve that holds rates steady while offering less guidance than investors are used to. Even when the S&P 500 ends only slightly lower, the day-to-day swings can make it feel far more painful, especially if you’re concentrated in one theme.

Check out Episode 193: July 2026 Volatility Survival Guide on Money Matters with Greg. Like and subscribe on YouTube and anywhere you pod. Thanks and see you next week! Episode 193: July Volatility Survival Guide

July was the kind of month that makes smart people do dumb things w...

Creating a will is crucial, but remember: life changes. When it does,so should your estate strategy. Regularly updating ...
04/08/2026

Creating a will is crucial, but remember: life changes. When it does,
so should your estate strategy. Regularly updating your will keeps it aligned
with your current circumstances and wishes. Here are 7 reasons to revisit your
will:
1. Family Changes: Marriage, divorce, births, or losses can impact your
strategy.
2. Relocation: Different places, different laws.
3. Financial Shifts: Reflect on your current assets.
4. Executor/Trustee: Ensure they’re still the right choice.
5. Law Changes: Stay compliant and minimize taxes.
6. Beneficiary Updates: Reflect evolving relationships.
7. Time: Review every 3-5 years.

July Market Update is live: AI-driven volatility, rising Treasury yields, and geopolitical tensions shaped markets last ...
03/08/2026

July Market Update is live: AI-driven volatility, rising Treasury yields, and geopolitical tensions shaped markets last month — but year-to-date gains remain healthy. Read the full analysis and what it could mean for your portfolio: https://wix.to/lOozUZE

Monthly Market Update for July 2026: AI Volatility, Rising Yields, and Middle East TensionsGreg Farrall3 minutes ago9 min readPhoto credit to Mario CarusoAugust 3, 2026Greg Farrall, AIF®, AIFA®, CEPA®, CPFA®, CWS®, PPC® CEO/Owner/Financial AdvisorMarkets experienced a challenging environment i...

Money Matters with Greg Episode 192: AI Can Transform Markets But Investors Need ProofAI can feel like magic: download a...
28/07/2026

Money Matters with Greg Episode 192: AI Can Transform Markets But Investors Need Proof

AI can feel like magic: download an app, type a prompt, and you get an answer that would have sounded like science fiction not long ago. But we don’t invest in “magic” we invest in real businesses with real costs, real supply chains, and real expectations baked into stock prices. That’s why we step back and look at AI through a clearer lens: the full AI value chain, from semiconductors and GPUs to data centers, software, and the companies trying to turn AI into measurable productivity gains.

We walk through the two big compute phases that drive demand, training and inference, and why that matters for chip makers, cloud capacity, and the massive buildout of data center infrastructure. We also talk about why the market can swing so hard around AI-related stocks: new facilities take time to build, models may become more efficient, and investors keep asking whether hundreds of billions in AI spending will earn sufficient returns. Along the way, we connect today’s uncertainty to familiar market history, including dot-com era lessons about valuation, ex*****on, and how long it can take for a new technology to translate into durable profits.

Finally, we bring it back to practical investing. Valuations are not a crystal ball, but they can help us choose an appropriate mix of assets, stay diversified, and keep our focus on long-term financial goals and legacy planning. If you want a smarter way to think about AI investing beyond the headlines, hit play, then subscribe, share the show, and leave a review so more people can find it.

AI can feel like magic: download an app, type a prompt, and you get...

New on the blog: The AI Value Chain — investor perspectives on data centers, semiconductors and more. Discover how the u...
27/07/2026

New on the blog: The AI Value Chain — investor perspectives on data centers, semiconductors and more. Discover how the unseen infrastructure and supply chains power the AI tools we use every day, and what it means for investors. Read the full post: https://wix.to/LnImNZ7

July 27, 2026Greg Farrall, AIF®, AIFA®, CEPA®, CPFA®, CWS®, PPC® | CEO/Owner/Financial Advisor In our modern world, computers and cell phones have become everyday necessities that are expected to simply work. Yet, there is unbelievable complexity behind not only the engineering that makes them...

Address

111 W Harbor Dr

92101

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

Alerts

Be the first to know and let us send you an email when Farrall Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Farrall Wealth:

  • Want your business to be the top-listed accountant?

Share