Skip to main content
menu
  • Home
  • About
    • Our Team
  • Products and Solutions
    • Products and Services
      • Asset Management
      • Financial Planning
      • Insurance
      • Retirement Planning
    • Process
    • LPL Financial and the Value of Independence
  • Resources
    • Useful Links
    • Financial Calculators
    • Weekly Market Commentary
    • LPL Research
    • Blog
  • Contact
  • Client Login

Blog

a coffee pot with scrabbles spelling hello august by Elin Melaas courtesy of Unsplash.
Shane Terry | Aug 11, 2025

Resilient Markets Amid Economic Crosscurrent

Dear Valued Investor,

The last few days of July and the beginning of August have brought a flurry of key economic data, central bank activity, company earnings

Read More
person standing near LED sign by Max Bender courtesy of Unsplash.
Shane Terry | Jul 28, 2025

Has Your Data Been Compromised? Here’s What to Know and What to Do

Periodically, companies will report massive data breaches, some impacting billions of records that contain personal information such as names, addresses, and

Read More
default blog image
Shane Terry | Jul 17, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

Read More
fireworks in black sky by Jim Strasma courtesy of Unsplash.
Shane Terry | Jul 2, 2025

America Gets Record High Stock Prices for Its Birthday

stock market

Dear Valued Investor,

As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country

Read More
default blog image
Shane Terry | Jun 18, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
default blog image
Shane Terry | Jun 18, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
Shane Terry | Jun 16, 2025

Volatility Likely to Bring Opportunities As Trade Uncertainty Continues

stock market

Dear Valued Investor,

As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook

Read More
man wearing academic gown by Charles DeLoye courtesy of Unsplash.
Shane Terry | Jun 2, 2025

Graduated? Here’s How to Make Smart Financial Moves from Day One

financial planning
Just graduated? Learn how to evaluate job offers, tackle student loans, build credit and create a budget—so you can start your financial life with confidence.
Read More
default blog image
Shane Terry | Jun 2, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
A young woman vacuuming her apartment with headphones on and dancing.
Shane Terry | May 21, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

Read More
Shane Terry | May 19, 2025

Financial Blind Spots: The Mistakes We Don’t Know We’re Making

I think I’m reasonably self-aware, so it came as a surprise when my wife, Mika, recently told me that I needed to work on my grocery store etiquette. Who knew

Read More
black flat screen computer monitor by Behnam Norouzi courtesy of Unsplash.
Shane Terry | May 7, 2025

Market Resilience Amid Uncertainty

stock market

Dear Valued Investor,

The latest recovery is another reminder that periods of turmoil can often create opportunities. Although stocks may pull back after their

Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

Office

2710 Loker Avenue West, #220
Carlsbad CA 92010

Contact Info

760-858-2080
shane@terrywealth.com

     

Get in Touch

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: California

LPL Financial Form CRS

© 2025 Terry Wealth Management All rights reserved.