RL Farmer Wealth Strategies

RL Farmer Wealth Strategies Financial wealth strategy firm that specializes in complex financial planning for business owners, retirees and individuals seeking financial security.

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

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 financial professionals associated with LPL Financial may discuss and/or transact business on

ly 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.

Proud sponsor of this amazing organization!
08/30/2024

Proud sponsor of this amazing organization!

From all of us at RL Farmer Wealth Strategies we wish you a Merry Christmas and the happiest of New Years!This Christmas...
12/22/2023

From all of us at RL Farmer Wealth Strategies we wish you a Merry Christmas and the happiest of New Years!
This Christmas may you have…
Walls for the wind,
And a roof for the rain,
And drinks beside the fire,
Laughter to cheer you,
And those you love near you,
And all that your heart may desire.
Irish Blessing

Happy Thanksgiving from all of us at RL Farmer Wealth Strategies! On this day of Thanksgiving, we express our appreciati...
11/23/2023

Happy Thanksgiving from all of us at RL Farmer Wealth Strategies!
On this day of Thanksgiving, we express our appreciation for the people we care about, the opportunities we've been given, and the many blessings we have in our lives.
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“Never was so much owed by so many to so few.” — Winston Churchill ,
11/11/2023

“Never was so much owed by so many to so few.” — Winston Churchill
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A Friday rally overcame a shaky week, sending stocks mostly higher. The Dow Jones Industrial Average slipped 0.30% for t...
10/11/2023

A Friday rally overcame a shaky week, sending stocks mostly higher. The Dow Jones Industrial Average slipped 0.30% for the week. Meanwhile, the Standard & Poor’s 500 gained 0.48%, and the Nasdaq Composite index added 1.60% for...

In the past ten years, the amount of money held in retail money market funds ebb and flowed. But looking at the chart be...
09/05/2023

In the past ten years, the amount of money held in retail money market funds ebb and flowed. But looking at the chart below, you see something interesting that happened in the last two years.

Cash being held in retail money market funds has climbed to nearly $1.6 trillion. When I look at this chart, I see market volatility as the culprit. Fed Chair Jerome Powell's recent speech at the Jackson Hole summit had everyone—including the markets—on pins and needles. He hinted that more interest rate hikes may be needed, and news unsettled the markets a bit.

What will happen to the money in retail money market funds if interest rates start to trend lower next year? Will it stay put, or seek greener pastures?

How have you been feeling about the recent economic volatility? What economic report, if any, do you think will unsettle the markets in the coming weeks?

Jerome Powell's cautious stance on short-term rates may anticipate one more rate increase later this year, with rates po...
06/20/2023

Jerome Powell's cautious stance on short-term rates may anticipate one more rate increase later this year, with rates potentially trending lower by December. While Powell hasn't finalized July's policy, all eyes are on economic reports like the Consumer Price Index (CPI) to gauge the situation. Considering Powell's past efforts to convince the market about transitory inflation, his conservative outlook is understandable. But with the challenging task of navigating monetary policy, we can expect positive news from the Fed if it aligns with the situation.

In recent months, there has been a surge in companies discussing and embracing the use of artificial intelligence (AI). ...
06/07/2023

In recent months, there has been a surge in companies discussing and embracing the use of artificial intelligence (AI). With its potential to revolutionize industries and drive innovation, AI has become a focal point of strategic planning and development for S&P 500 organizations.

As we approach the end of 2025, several temporary tax provisions that were part of the 2017 Tax Cuts and Jobs Act are se...
05/31/2023

As we approach the end of 2025, several temporary tax provisions that were part of the 2017 Tax Cuts and Jobs Act are set to expire, including the lifetime estate and gift tax rules.

For couples, the amount is $25.84 million for 2023. If the scheduled sunset takes place in 2026, the estate and gift tax exemption will revert back to an estimated $14 million for couples, depending on the inflation rate over the next few years. With this pending change on the horizon, you might consider revisiting your estate strategy if you are uncertain whether the sunset will influence your approach.

The sunset's impact extends beyond lifetime estate and gift tax rules. For example, the top income tax rate is expected to revert to 2017 levels, rising from 37% to 39.6%. The $10,000 limit on state and local tax deductions is scheduled to expire, as is the $750,000 cap on mortgage interest deduction.

This post is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your estate or tax strategy in anticipation of changes in 2025.

This year a special remembrance for private first class Teddy J Walker, 1st Infantry Regiment, killed in action October ...
05/26/2023

This year a special remembrance for private first class Teddy J Walker, 1st Infantry Regiment, killed in action October 13, 1950. He was 19 years old.

"Our flag does not fly because the wind moves it, it flies with the last breath of each soldier who died protecting it.” – Anonymous

From all of us at RL Farmer Wealth Strategies we wish you a happy and safe Memorial Day weekend.
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📊 The March CPI report told a positive story about inflation. But some families are still experiencing higher costs. Whi...
04/27/2023

📊 The March CPI report told a positive story about inflation. But some families are still experiencing higher costs. While some prices are trending lower, others remain stubbornly high.

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2725 Rocky Mountain Avenue, Suite 440
Loveland, CO
80538

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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Our Story

RL Farmer Wealth Strategies is a private wealth management firm that provides comprehensive financial strategies and sophisticated portfolio management to individuals, retirees, business owners and associations. We consider ourselves a boutique firm, which means our clients get the personal attention they deserve; there is no getting lost in a big corporation or getting transferred from advisor to advisor. Our clients enjoy the best of both worlds - the wisdom, experience and dedication of an independent wealth strategy firm that has over 23 years’ experience, plus the support of LPL Financial, the nation’s largest broker-dealer. This alignment offers our clients extensive, diverse investment portfolios to choose from.

Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and show you how a custom-designed investment strategy can work toward your advantage.