Walton Lourcey Wealth Advisors

07/07/2025

🎀Ladies, take charge of your financial future! 🎀
Whether you’re married, single, divorced, or widowed — this workshop is for YOU. Join us for You and Your Money: Women, Wealth, and Wisdom, a powerful evening designed to give you the knowledge and confidence you need to make your money work for you. Hear from Julie Scheider, Senior Vice President of Global Atlantic, on how to prioritize and manage your finances as a woman!

🗓️ When: Tuesday, July 29th, 6:00pm
📍 Where: Dee J. Kelly Alumni Center, Fort Worth
🎤 Speaker: Julie Scheider, SVP Global Atlantic
📩 RSVP: [email protected]

💗 Space is limited — don’t miss your chance to invest in yourself and your future! 💗

At WL Wealth Advisors, we are committed to helping you make the most of your assets so you can enjoy life and plan for the next generation. We became advisors because we watched people we love struggle with the complexities of finance. We combine extensive expertise, a tax-efficient perspective, and...

06/18/2025

Looking for trustworthy financial guidance in Fort Worth? 💼 Meet Bill Lourcey of Walton Lourcey Wealth Advisors — dedicated to helping individuals, families, and business owners protect and grow their assets.

✅ Schedule your consultation today and take the first step toward a more secure financial future.

📞 817-784-2800
📧 [email protected]
📍 4200 South Hulen Street, Suite 330, Fort Worth, TX 76109

At WL Wealth Advisors, we are committed to helping you make the most of your assets so you can enjoy life and plan for the next generation. We became advisors because we watched people we love struggle with the complexities of finance. We combine extensive expertise, a tax-efficient perspective, and...

05/28/2025

Did you know Social Security could be your largest retirement asset?

Filing at the right time can make a big difference. Join us for one of our upcoming complimentary educational workshops where you’ll learn simple, effective strategies to help maximize your benefits and increase your retirement income!

🕒 Timing is Everything!

📞 Call: (866) 505-7131
🌐 Or register online at: www.youRSVP.com using code: GZKNEM

05/05/2025

Tariffs remain a focus, but don’t overlook this week’s Fed meeting. Join CIO Gene Goldman on for insights on potential rate cuts and Chairman Jay Powell’s conference.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

05/02/2025

This Monthly Recap summarizes market performance, major events and news from April 2025. Read more here:

The S&P 500 ended only fractionally lower in April, marking a stunning recovery from deep early-April losses that culminated in a 11.7% upward swing from its April 8th low. Equities were again whipsawed after President Trump announced his highest level “reciprocal” trade tariffs on April 2, whic...

04/28/2025

This week we gain our first key insights into the economic impacts of tariffs. Join CIO Gene Goldman, CFA, on as he explains how two reports will begin to show us how the markets and economy have responded to the tariff’s first month of implementation.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

04/21/2025

With tariff uncertainty still looming large, earnings season also accelerates this week. Join CIO Gene Goldman, CFA, on as he explains how earnings season could provide additional context for market direction.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

04/17/2025

Read the latest issue of Financial Watch here: https://bit.ly/financialwatch-apr25

04/14/2025

Markets will keep a close eye on tariffs and trade negotiations this week. Join CIO Gene Goldman, CFA, on as he discusses why he believes the 90-day tariff pause will be extended and why he remains optimistic stocks will finish the year higher than their current level.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

04/14/2025

Please review the latest commentary from that discusses the market reactions to the tariffs and what this means for your portfolio. They clarify the biggest question on investor minds right now “what should I do with my portfolio given this uncertainty?” Click here to read more: https://bit.ly/4jtgn46

04/08/2025

Read the latest issue of Retire Wise here: https://bit.ly/retirewise-april25

04/07/2025

Read the latest weekly market update from Cetera Investment Management:

U.S. stocks plunged last week, driven by President Trump’s two-step tariff announcements. The wide-ranging trade duties have a baseline 10% tariff and higher tariffs for targeted nations. This prompted an immediate retaliatory 34% tariff response from China. Trump’s tariffs also stoked concerns ...