Steve and Derrick tackle the old Wall Street adage "Sell in May and Go Away." Discover why this outdated advice might not align with your investment goals today. Learn about the importance of long-term planning, the pitfalls of target date funds, and how a personalized approach to retirement planning can make all the difference. Plus, hear insights from Warren Buffett on taxes and legacy planning, and understand how recent tax changes could impact your financial future. 

Schedule your personalized portfolio review NOW! 

Steve and Derrick tackle the old Wall Street adage "Sell in May and Go Away." Discover why this outdated advice might not align with your investment goals today. Learn about the importance of long-term planning, the pitfalls of target date funds, and how a personalized approach to retirement planning can make all the difference. Plus, hear insights from Warren Buffett on taxes and legacy planning, and understand how recent tax changes could impact your financial future. 
<a href="https://hoylfinancialgroup.com/">Schedule your personalized portfolio review NOW! </a>

Steve Hoyl and Derrik Caldwell have worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all income levels. As a lifelong resident of the Texas Panhandle, Steve has a unique insight into the passions, motivations and concerns of his client. It’s this connection with community — alongside more than three decades of industry experience — that allows Steve and Derrik to create retirement strategies that are as unique as the clients they serve and the places they live.

Learn more about Steve, Derrik and the rest of the team here.

Don't miss an episode. Subscribe or follow wherever you get your favorite podcasts!

For more helpful insights follow on social media: Facebook and X

Steve Hoyl and Derrik Caldwell have worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all income levels. As a lifelong resident of the Texas Panhandle, Steve has a unique insight into the passions, motivations and concerns of his client. It’s this connection with community — alongside more than three decades of industry experience — that allows Steve and Derrik to create retirement strategies that are as unique as the clients they serve and the places they live.
Learn more about Steve, Derrik and the rest of the team <a href="https://hoylfinancialgroup.com/podcast/">here</a>.
Don't miss an episode. Subscribe or follow wherever you get your favorite podcasts!
For more helpful insights follow on social media: <a href="https://www.facebook.com/HoylFinancialLLC">Facebook </a>and <a href="https://twitter.com/HoylFinanacial">X</a>

Retire Texas Style!

For over 30 years, Steve has worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all income levels. As a lifelong resident of the Texas Panhandle, Steve has a unique insight into the passions, motivations and concerns of his client. It’s this connection with his community — alongside more than three decades of industry experience — that allows Steve to create retirement strategies that are as unique as his clients and the place they live.

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