Linea’s Latest | May 2024

Ready for a Review?A mid-year financial review is a crucial step in ensuring you’re on track to meet your financial goals. By taking the time to reassess your budget, investments, and overall financial strategy, you can make necessary adjustments to optimize your...

JUSTIN’S MARKET MUSINGS | SELL IN MAY | May 01, 2024

Well, as luck would have it, immediately after my last blog on April 10th suggesting we were overdue for a 5% pullback, we happened to get one. To be clear, I’d rather be lucky than good and that was a lucky guess. As I suggested, this is very normal and not anything...

Linea’s Latest | April 2024

Do You Need a Family Financial Summit? A Family Financial Summit is a family meeting that allows for the sharing of financial values and goals. This can be very helpful in aligning expectations about inheritance, responsibilities, and the legacy your family wishes to...

JUSTIN’S MARKET MUSINGS | Stick to the Plan | April 10, 2024

It is mind-blowing that we are already into April now. Easter has come and gone and the pollen is in full swing. Speaking of full swing, I can’t wait for the Master’s coverage this weekend! It is the best weekend of the year for golf fans. Let’s hope this beautiful...

Linea’s Latest | March 2024

Linea Private Wealth Management Celebrates 10 Years of Service This year marks a decade since Linea Private Wealth Management was established, and we couldn’t be more excited to celebrate with our clients, advisors, staff, and community. We are proud to be a...