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 trail in a forest splitting into two divergent paths.
Shane Terry | Aug 20, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
Read More
turned-on Android smartphone by Austin Distel courtesy of Unsplash.
Shane Terry | Aug 14, 2024

Perspectives on Market Volatility

stock market

Dear Valued Investor,

Stocks must have gotten the memo that August tends to be weak historically. July, the eighth positive month in the past nine, was quickly

Read More
Digital art image of a business person looking through a large set of binoculars.
Shane Terry | Aug 5, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

Read More
default blog image
Shane Terry | Jul 29, 2024

A Guide to Pensions & Retirement Benefits

retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

Read More
Shane Terry | Jul 15, 2024

Midyear Outlook 2024: Still Waiting for the Turn

Dear Valued Investor,

LPL Research recently unveiled Midyear Outlook 2024: Still Waiting for the Turn, the semi-annual report that recaps where markets and the

Read More
bull grayscale photo by Hans Eiskonen courtesy of Unsplash.
Shane Terry | Jul 15, 2024

Solid Gains To End The First Half

stock market

Dear Valued Investor,

Stocks finished the first half of the year the same way they started — with solid gains. Strong rallies from big tech names, combined

Read More
Close-up image of an elderly hand being held by a younger-looking hand
Shane Terry | Jul 15, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

Read More
Digital art of a lawyer standing next to a large document and gavel.
Shane Terry | Jun 24, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
Read More
an aerial view of a bridge over a body of water by spiros xanthos courtesy of Unsplash.
Shane Terry | Jun 5, 2024

Stocks Benefit From Solid Fundamental Foundation

stock market

Dear Valued Investor,

April showers brought May flowers as markets placed greater importance on economic growth and corporate profits than the “higher for

Read More
An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Shane Terry | Jun 5, 2024

Longevity in Retirement & What You Should Know

Investments
retirement
finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

Read More
Image of a sailboat sailing on a lake, with cloudy weather above.
Shane Terry | May 21, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

finance
Lifestyle
retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
Read More
2 men standing on green grass field near body of water during daytime by Marc Najera courtesy of Unsplash.
Shane Terry | May 20, 2024

4 Steps To Take Decades Before Retirement To Keep It From Getting Old

retirement

Pulling out of the driveway, my chatty rideshare driver volunteered that he retired a few years ago from the hotel that I had just checked out of.

“I just had

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Current 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.