HFG

Independent advice, uncommon devotion.
/*********/
Securities offered through LPL Financial, Member SIPC

[HFG @HighlanderFG]

We recently sat down with Anqi Dong, Global Head of Sector Strategy at @StateStreet, to discuss some of the themes shaping markets today.

As the AI story evolves, so do the areas of the market being impacted by it.

[HFG @HighlanderFG]

It’s easy to think, “How does something like this even happen?”

But when fear, urgency, and emotional pressure enter the picture, it becomes much harder to think clearly.

In this highlight from our conversation with Whitney Coleman of LPL Financial, we discuss why understanding these tactics is so important.

Watch below.

[HFG @HighlanderFG]

Grateful for another great few days at the @LPL Masters Conference with our team and fellow advisors and peers throughout the LPL network.

Always thankful for the opportunity to connect, share ideas, and learn alongside some of the industry’s top professionals. This year was especially exciting for HFG as DeVonte and Chris attended Masters for the first time.

[HFG @HighlanderFG]

AI is changing the way we work, invest, and innovate. What does it mean for markets today?

Casey Craig sits down with @sonalibasak of @icapitalnetwork to discuss AI, investor sentiment, innovation, and the broader economy.

https://t.co/VZSki8tfS5

[HFG @HighlanderFG]

In today’s environment, confidence can be mistaken for certainty.

In this highlight, @sonalibasak of @icapitalnetwork discusses one of the most common mistakes investors make when forming strong market convictions — and why diversification still matters.

[HFG @HighlanderFG]

Full conversation from our Meet Your HFG Team Member series with founding partner Casey Craig.

Casey shares the experiences that shaped his approach to clients and how Highlander Financial Group operates today.

https://t.co/HhfPQ2bDDX

[HFG @HighlanderFG]

What inspired Highlander Financial Group—and the philosophy behind how we serve clients today.

A highlight from our Getting to Know Your HFG Team Member series featuring founding partner Casey Craig.

[HFG @HighlanderFG]

Infrastructure is entering a new phase as aging systems meet rapid tech.

In this episode of Independent Thinking with HFG, Casey Craig sits down with Madeline Ruid of Global X to discuss the infrastructure landscape and what’s driving the next phase.

https://t.co/Qd6ostr1Hi

[HFG @HighlanderFG]

AI is often framed around productivity—but its impact could go much further.

In this clip with Madeline Ruid of Global X, we explore how AI may help accelerate improvements in U.S. infrastructure.

Watch below.

[HFG @HighlanderFG]

Great time speaking in North Bethesda with @Prudential about how advisory teams can scale intentionally while continuing to deliver strong client outcomes.

The future of this business belongs to teams that think bigger and build intentionally.

[HFG @HighlanderFG]

We recently sat down with @TimUrbanowicz , CFA, Head of Research & Investment Strategy at @InnovatorETFs, to discuss market valuations, long-term expectations, and how investors can interpret today’s environment with clarity.

Watch the full conversation: https://t.co/zdNPq10GqA

[HFG @HighlanderFG]

There’s often a lag between interest rate decisions and what we see reflected in broader market conditions.

In this clip, @TimUrbanowicz, CFA of @InnovatorETFs , discusses the timing between policy decisions and economic impact.

[HFG @HighlanderFG]

Scams are evolving — your awareness should too.

We sit down with Whitney Coleman, Senior Cybersecurity Consultant at LPL Financial, to break down today’s most common scam tactics and how to recognize them.

Watch the full interview here: https://t.co/SPe3b9ZT67

[HFG @HighlanderFG]

Scammers rely on urgency. You don’t have to. In this short clip, Whitney Coleman of LPL Financial shares a practical tip for handling calls that don’t feel right. When in doubt, disengage and verify on your own terms.

[HFG @HighlanderFG]

We’re proud to share that Highlander Financial Group has been recognized by Forbes as a Best-in-State Wealth Advisor Team.
We don’t take this lightly. We’re deeply grateful to our clients, partners, and community for allowing us to do what we love every day.

[HFG @HighlanderFG]

Part 3 of our crypto conversation with Joanna Summers is now live — tune in for another quick, insightful segment.
https://t.co/3VkEAhhp0u

[HFG @HighlanderFG]

A steady look at the markets with a focus on the long-term view:
https://t.co/VfUWWbsRnK

[HFG @HighlanderFG]

This week’s Markets at a Glance video is now live, with a quick update on what’s been happening in the markets — view it here:
https://t.co/OjZCUXS4Ne

[HFG @HighlanderFG]

Our latest look at August’s best and worst performers in the S&P 500:
https://t.co/l1axqLNC6l

[HFG @HighlanderFG]

Is cryptocurrency safe? And what exactly is crypto mining?

Joanna Summers tackles both in Part 2 of our Independent Thinking with HFG series.

Watch here: https://t.co/ffd35beRu8