BFS Advisory Group

07/10/2026

Congratulations to Texas Stock Exchange | TXSE Group Inc which launched the new Dallas-based exchange this week and will compete against the New York Stock Exchange and NASDAQ. After test trades are complete, the TXSE is expected to be fully functional this quarter.

At BFS Advisory Group, we are proud to see Dallas ascend as the nation's financial capital as both talent and capital continue to move here with companies like JP Morgan, Goldman Sachs, and Charles Schwab, and we are eager for how it will shape the region.

03/25/2026

Our latest Quarterly Market Report is here, providing a long-term context for the global and US economy, as well as our outlook on financial markets.

Whether you skim it for the bullet points or study it for the content, we invite you to read Risks and Opportunities.

https://www.bfsadvisorygroup.com/market-report

01/01/2026

12/05/2025

Our latest Quarterly Market Report is here, and this edition explores how shifting consumer sentiment is intersecting with strong economic data. With markets hitting new highs, ongoing tariff uncertainty, and an AI-driven transformation across industries, many investors are asking what comes next. This report centers on the theme of “sentiment vs. data,” highlighting how the way consumers feel may influence the future just as much as the numbers themselves.

Whether you skim it for the bullet points or study it for the content, we invite you to read Risks and Opportunities.





https://www.bfsadvisorygroup.com/market-report

11/26/2025

This week on the BFS Advisory Group blog, we’re reflecting on a year marked by both loss and growth, and the quiet resilience that comes from rest, gratitude, and the support of “our people.”

A heartfelt reminder of what truly matters as we gather around our tables this week. We invite you to take a few moments to read, reflect, and share in this message of gratitude and hope.

Wishing you and your loved ones a meaningful and peaceful Thanksgiving.

https://www.bfsadvisorygroup.com/blog/what-i-learned-about-life-during-a-year-of-so-much-death-part-2

11/26/2025

Thanksgiving gives us a chance to appreciate family, friendships, relationships, and a sense of connection. At BFS Advisory Group, we are also reflecting on what we’re collectively grateful for — our clients, our team, and the trust placed in us each day. We’re honored to help guide families and business owners toward their life goals and help them feel more confident about their financial futures.

With an abundance of gratitude, we wish you Happy Thanksgiving!

11/25/2025

Family caregiving is one of the most meaningful and important roles we can take on—and with thoughtful planning, it doesn’t have to come at the expense of your financial future.

According to a recent AARP report, many caregivers face financial pressures, from pausing savings to adjusting retirement timelines.

The good news? There are solutions that help you care for a loved one without losing your financial footing. With open conversations and proactive steps, you can take on the role of caregiver without sacrificing your long-term financial strategy.

The team at BFS Advisory Group is here to help caregivers find balance and confidence in managing both personal and family financial goals.

Read more here: https://press.aarp.org/2025-07-24-New-Report-Reveals-Crisis-Point-for-Americas-63-million-Family-Caregivers

11/21/2025

November is National Family Caregiver Month — a time to recognize the everyday heroes balancing work, life, and caregiving.

According to the CDC, about 25% of adults aged 45 to 64 years are caregivers. They are often juggling a full-time job alongside helping a loved one with essential daily tasks like cooking, transportation, and medical care.

At BFS Advisory Group, we understand that caring for family extends beyond emotional support—it often includes important financial decisions and long-term planning. Our team is here to help caregivers find balance and confidence in managing both personal and family financial goals.

To all caregivers in our community: thank you for your unwavering compassion and commitment.

https://www.bfsadvisorygroup.com/

10/01/2025

We are proud to announce that 𝗕𝗙𝗦 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝗚𝗿𝗼𝘂𝗽 𝗵𝗮𝘀 𝗯𝗲𝗲𝗻 𝗻𝗮𝗺𝗲𝗱 𝗼𝗻𝗲 𝗼𝗳 𝗗 𝗠𝗮𝗴𝗮𝘇𝗶𝗻𝗲’𝘀 𝗧𝗼𝗽 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝘀 𝗼𝗳 𝟮𝟬𝟮𝟱!

This recognition highlights what drives us every day: partnering with families and business owners to help them navigate life’s most important financial decisions. From saving for college and planning for retirement to caring for aging parents and growing successful businesses, our mission is to bring clarity, confidence, and strategy to every stage of life.

Being included in this list is an honor, but the true reward is the trust our clients place in us. We are grateful for the opportunity to walk alongside so many remarkable people as they plan for their future and shape their legacies.

Thank you to our clients, colleagues, and community for your continued confidence and support. We couldn’t do this without you.

Be sure to check out the October issue of 𝘋 𝘔𝘢𝘨𝘢𝘻𝘪𝘯𝘦 to see the full list.

09/26/2025

We’re proud to congratulate our president, Debra Brennan Tagg, on earning her Certified Exit Planning Advisor (CEPA®) designation!

A CEPA is specially trained to help business owners maximize the value of their company and prepare for one of the most important financial decisions of their lives: their eventual exit. This certification combines expertise in financial planning, business strategy, and transition readiness.

For our clients—many of whom are small business owners—this means deeper guidance, more tailored strategies, and greater confidence as they plan for the future of their business, their family, and their financial independence.

Congratulations, Debra, on this achievement and your continued commitment to helping our clients sculpt their financial futures!

09/08/2023

2023 marks the 15th anniversary of North Texas Giving Day, the 18-hour giving event to help local people give wisely, and it’s only a couple of weeks away! This event empowers people to give back to our community by supporting local non-profits and causes they care about in one easy-to-use platform and helps build awareness and support for non-profits like nothing else.

Early giving starts today: https://hubs.li/Q021DBNd0

In addition to donating, we can also uplift our communities by volunteering. As we all know, time is as valuable as money. The National Day of Service and Remembrance is Monday, September 11th. You can find ways for you or your organization to get involved here: https://hubs.li/Q021DzDl0

North Texas Giving Day is the largest one-day giving event in the country. In 2022, North Texans gave $62 million to 3,200 local nonprofits!

09/04/2023

Since 1894, the first Monday in September has been dedicated to honoring the achievements and contributions of American workers to the well-being of our communities. Labor Day might just be the only National Holiday we celebrate by doing the exact opposite of what we’re honoring! But really, what better way to celebrate hard work than by taking a well-deserved day off?

You work hard, now take a day to sit back and relax. Wishing you and your family a safe and happy Labor Day!

07/07/2023

The latest jobs report spells good news for the fight against inflation. The Labor Department announced today that payrolls rose by only 209,000 in June, well under the 240,000 expected by economists. The jobless level came in as expected at 3.6%. The number of new jobs was down considerably from May’s 306,000 number, which stirred concerns that the Fed will need to get more aggressive about raising rates to tame inflation. June job gains were made in the government, health care, social assistance, and construction sectors, while losses occurred in retail, transportation, and warehousing.

Despite many forecasts, the labor market is keeping a recession at bay for now, as workers have higher wages and more job security – leading them to spend more on travel, eating out, leisure activities, and other higher priced expenses. This makes the economy’s future difficult to read. Will we continue to grow, or will we slip into a recession? We will dive into this and a full economic analysis in our soon to be released quarterly market report, Risks and Opportunities.

Hiring eased slightly in June, as employers added 209,000 jobs, the Labor Department said Friday. The unemployment rate fell to 3.6%.

07/05/2023

This week on the blog BFS Advisory Group Celebrates Independence! I've had a front-row seat in the transformational journey of financial independence. Since I was a young girl, I've been able to watch the confidence that wealth management builds, the stress it relieves, and the choices it provides. Our firm's five core values, including independence, show up in many places in our work with clients and helping them achieve their goals.

Read the blog here:

My front row seat to the transformational journey of financial independence

06/19/2023

At a time when racial inequality is so visible, Juneteenth is a day to celebrate and honor Black history and culture as we commemorate the end of slavery in the United States.

The observance of this holiday, formally recognized by the state of Texas in 1980, continued to spread to the rest of the country and became an official federal holiday in 2021. It is an opportunity for us to engage in conversations about our shared history, amplify the voices and experiences of marginalized communities, and work towards building a more inclusive and equitable society for all.

May this Juneteenth be a time of remembrance, celebration, and a renewed commitment to creating a more just and equitable society. Take time today to reflect on how far we have come, how far we have to go, and how we can continue to advance the cause of freedom and justice across our communities.

05/29/2023

Memorial Day is about honoring the brave service members who made the ultimate sacrifice while serving our country. Every year, I'm reminded of how deeply grateful I am for their courage and humbled by their dedication to securing our most cherished freedoms.

While we enjoy the long weekend, we pay tribute to the lives and legacies of those fallen heroes and extend our thoughts and support to their families when possible.

Wishing you a meaningful Memorial Day.

04/21/2023

Check our latest article – “Five Key Questions to Turn Your Tax Return Into Opportunities in Your Future Finances.” On the heels of a volatile year in the market, the first question is our favorite one: Does your tax return have a capital loss carry forward? If so, do you know how to take advantage of that? (And if not, why not?)

This is what the personal touch looks like when it comes to taxes and your financial plan.