Round Table Financial

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.
The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.

Markets grew more volatile last week. Oil pushed above $100 a barrel, and Treasury yields rose as inflation data pointed to persistent price pressure. Together, these developments revived worries that interest rates could stay elevated longer than investors had expected. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.
The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.

August saw inflation hold above the Federal Reserve’s target, bond yields stay elevated, and oil swing sharply on geopolitical tensions.

The economy wasn’t faltering, just running at two speeds, as demonstrated by strong performance from the services sector, which was offset by a marked pullback in the manufacturing sector. That divide, layered on top of a low-hire, low-fire labor environment and persistent inflation, complicates the outlook for both growth and Fed policy. Swipe to see more.

As always, if any of this raises questions about your own portfolio, we are just a call or email away. Helping you make sense of it all is exactly what we are here for.
The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.

U.S. markets closed the week little changed, but the tone shifted Friday. A much stronger August jobs report pushed Treasury yields and the dollar higher, and sent stocks lower into the close, reviving talk of a Federal Reserve rate hike later this month. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.
The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.

Before 2026 comes to a close, it is a good idea to take time to review the financial decisions and deadlines that could affect your taxes, retirement strategy, and long-term goals. A thoughtful year-end review may help you identify unfinished tasks, make timely adjustments, and enter 2027 with a clearer financial plan. Swipe to learn more.

We are here to help you evaluate your options, address important deadlines, and begin 2027 with greater clarity and confidence. Contact us to schedule a year-end financial review.
The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.

Round Table Financial is still looking for a part-time office manager, and honestly, we might have made the first announcement sound more complicated than it needed to be.

Here's the actual job:

About 20 hours a week. Assisting me — Alex — with the admin work, coordination, and general office operations that keep a small Arkansas RIA running. Client scheduling, document organization, coordinating with Bob and Thomas, helping build better systems as we grow.

$15 to $20 per hour based on experience and qualifications. Flexible schedule within business hours. Weekdays only.

We're looking for someone with a good head for detail — a retired professional, a returning parent, an empty-nester, a career-changer, or a recent graduate whose healthcare is solved elsewhere and who wants meaningful, low-pressure work in a small firm.

If it sounds like you — or someone you know — please pass it along. Call or email us to talk.

(501) 500-0170
[email protected]

Full details at rtfinancial.us/join-the-table

(Also — if you're an established adviser interested in a different kind of conversation, including a possible merger or book acquisition, call us. That door is open too.)

— Alex
The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.

Last week was marked by contradiction. Consumers pulled back, yet a cluster of forces kept interest rate risk dictating the pace of the economy.

Inflation remained stubborn, oil prices climbed on the U.S. threat of new economic sanctions on Iran, and federal borrowing pushed higher. Ultimately, long-term Treasury yields ended up setting the market’s mood, and stocks closed lower. Swipe to see more information.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.
The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.

We're growing at Round Table Financial — and we're looking for one person to join us. What's unusual is that the role is what you make of it.
For someone ambitious: it's a fast-track entry into wealth management, with the Series 65 paid for.
For someone who wants meaningful part-time work without the pressure: it's a steady hourly role.
For an already-licensed adviser who wants more freedom than the big firms allow: it's a home for that too.
Same firm. Same starting compensation. You choose the path.
Swipe through, then head to rtfinancial.us/join-the-table for the full story. Or call (501) 500-0170.
Pull up a chair. Glad to have you.
— Alex, Thomas, and Bob
The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.

Round Table Financial is hiring, and the role is what you make of it. Ambitious fast track. Steady hourly work. Or a landing spot for an already-licensed adviser.

Swipe through for the three paths. Then tap the link in bio for the full story, or give us a call at (501) 500-0170.

Pull up a chair.
The content shared on this page is for informational and educational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any opinions expressed are those of the author and do not necessarily reflect the views of Round Table Financial, a Registered Investment Adviser. Please consult your financial adviser before making any investment decisions. Advisory services are only offered to clients or prospective clients where Round Table Financial and its representatives are properly licensed or exempt from licensure.