Lineage Wealth Management, Inc

05/29/2026

Commodity market trends: Commodity markets have been on an impressive, and volatile, run so far this decade, with leadership oscillating between energy and precious metals. Not surprising, after commodities’ “Lost Decade” of the 2010s, given the asset class tends to move in long capital cycles...

05/22/2026

This Memorial Day, I pause to remember the brave men and women who made the ultimate sacrifice in service to our nation. Their courage, commitment, and selflessness are the foundation of the freedoms we enjoy every day. 🇺🇸

As a veteran who proudly served in Germany with the 3rd Infantry Division, 3rd Squadron, 4th U.S. Cavalry Regiment, Memorial Day carries deep personal meaning for me. It is not simply the beginning of summer or a long weekend—it is a solemn day of remembrance for those who never made it home.

Today, we honor the fallen, remember their families, and reflect on the extraordinary cost of freedom. May we never forget the sacrifices made by generations of American service members who answered the call of duty.

Freedom is never free.

God Bless our fallen heroes, our veterans, active-duty military, and the United States of America

05/22/2026

05/22/2026

Headlines surrounding the Middle East have dominated investor attention since late February. While uncertainty remains elevated, diplomatic negotiations have supported equities, even as fixed income and commodity markets continue to reflect potential risks. Recent economic data suggest the U.S. econ...

05/17/2026

Happy Birthday to the New York Stock Exchange — a true symbol of American capitalism, innovation, and economic growth. 📈

Since opening under the Buttonwood Tree Agreement in 1792, the NYSE has stood as the heartbeat of the financial markets, helping generations of investors, entrepreneurs, and businesses pursue opportunity and build prosperity.

Through bull markets, bear markets, technological revolutions, and historic milestones, the exchange continues to represent resilience, confidence, and the enduring spirit of investing.

Here’s to another year of market history, financial innovation, and the continued evolution of global capital markets. 🥂📊

05/15/2026

The future of unmanned aerial systems continues to evolve at an incredible pace, and the new X BAT drone is already generating major attention across the defense and technology sectors. Designed with advanced tactical capabilities, enhanced maneuverability, and next-generation operational intelligence, the X BAT represents another major leap forward in modern drone innovation.

From surveillance applications to rapid-response deployment capabilities, autonomous drone technology is reshaping how industries and organizations think about speed, precision, and situational awareness.

Technology continues to move faster than ever — and systems like the X BAT show just how transformative the next generation of aerospace engineering may become.

05/12/2026

LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand.

05/10/2026

Happy Mother’s Day to all of the incredible mothers who inspire us every day with their love, strength, sacrifice, and guidance.

Today is a reminder that the greatest legacies are not just measured financially, but through the values, wisdom, and care that are passed from one generation to the next. The impact a mother has on her family can shape futures for decades to come.

From all of us at Lineage Wealth Management, we wish you a beautiful Mother’s Day filled with love, gratitude, and meaningful moments with those who matter most

05/08/2026

In investing, the goal is to find assets that appreciate. That can be accomplished in different ways. One way is to find businesses that aren’t growing very fast but can be purchased at a low enough valuation that the investment can perform well. Another way to find potentially good investments is...

05/07/2026

We are currently in the process of creating a brand-new website to better serve our clients and community. During this time, our website is officially under construction as we work behind the scenes to bring you a fresh new look, improved functionality, and an even better online experience.

We appreciate your patience and support while we build something special. Stay tuned for updates — we can’t wait to unveil it soon!