Crossvine Private Wealth

10/22/2026

Understanding the required minimum withdrawals from your retirement accounts can help you make the most of your money. Here’s how.

Understanding more about the required withdrawals for most of your retirement plans can help you plan ahead.

10/20/2026

Happy 1-year workiversary, Bekah!

Over the past year, Bekah has consistently shown what it means to be dedicated, dependable, and hardworking.

Her contributions have made a lasting impact, and she has quickly become an incredible asset to our team. We're grateful for all she does and excited to see what the years ahead hold.

Here's to an amazing first year—and many more to come! 🎉

10/16/2026

Our office will be closed today, October 16th as our team participates in a team development day.

We're investing time in learning, growing, and strengthening our team so we can continue serving our clients at the highest level.

If you need immediate assistance, please give us a call at 940-767-0303.

10/15/2026

After years of low yields, bonds may once again offer meaningful income potential. This article explains why today’s higher rate environment could make fixed income worth another look for investors.

Higher yields have changed the bond market. Here’s what investors should know.

10/13/2026

The question isn't whether interest rates are high today—it's whether your financial plan is built to last for the long term. Whole life insurance plays a role that short-term instruments simply can't. Reach out and let's explore whether it belongs in your plan.

Whole life insurance is built for the long term—here's why higher interest rates don't change its value in your financial plan.

10/12/2026

Happy 14th Anniversary, Megan & Jared!

Fourteen years, countless memories, and a lifetime of love still unfolding. Today we're celebrating Megan and Jared and the wonderful journey they've shared together.

Wishing you both a day filled with sweet memories, lots of celebration, and excitement for all that's still to come.

10/10/2026

Happy 6th Anniversary, Abigail & Chance!

Six years of love, laughter, adventures, and building a beautiful life together—what an incredible milestone!

Here's to all the memories you've made over the last six years and the many more waiting to be written. Wishing you both a day full of love and a future full of happiness!

10/06/2026

The best financial plans can weather even the worst economic storms. We can help you overcome uncertainty with confidence.

Prepare your financial plan for economic uncertainty with practical strategies to strengthen savings, manage risk, and stay focused on long-term goals.

10/03/2026

Happy Birthday, Kraig!

If there's a joke to be told, a laugh to be shared, or a smile that needs bringing, you can count on Kraig to lead the way.

Thank you for keeping us laughing and reminding us not to take life too seriously.

Join us in wishing Kraig a very happy birthday and an incredible year ahead!

09/29/2026

The future of financial planning begins with opportunity.

Last week, our team visited Texas Tech University School of Financial Planning to meet students ready to build something meaningful and talk about what a career in the financial industry can look like.

Through our Advisor Apprentice Academy, we’re doing more than filling a position—we’re investing in ambitious, curious people who lead with character and are passionate about serving others.

Real experience. Real mentorship. A real path forward.

We believe great advisors aren’t simply hired—they’re developed. And every great career starts with a conversation.

Texas Tech, thank you. We’ll see you again soon!