Having trouble reading this email? Click here to view it in your browser | January 28, 2026
Weekly Life Lessons

Helping people live LIFE on purpose since 1989!TM
Aaron Kennedy

What’s Going on in the Markets?
Each week our CFA Aaron Kennedy is joined by guests to give us a market update. What’s going on in the markets? What are some of the things they’re looking at? Why should we keep our heads up? Follow the link below for our listen to our podcast episodes and read some market insights.
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Angela Robinson

Have You Outgrown your Advisor?
This week, Angela discusses how to determine if you’ve outgrown your financial advisor. She shares anecdotes and insights to help listeners evaluate their current advisory relationships and understand the importance of holistic financial planning. Use the link below to listen and share.
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Highlight of the Month

Dr. John Rhodes is known for his exceptional leadership. He was awarded a Bronze Star Medal for his service as a commander in Vietnam where he led a team of 188.

Upon returning home, Dr. Rhodes realized much of the workforce didn’t know how to live a balanced life and therefore faced many regrets. He developed the LifeScore system to help people evaluate their priorities to live a more fulfilled life. Follow the link below to find out your LifeScore.

What’s Your LifeScore?
John Rhodes
Fraud Prevention Tips

Fraud Prevention Tip
Identity Theft Prevention Week
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Healthy Living Tip
It’s About Consistency
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Recipe
Pepper Pizza Bites
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Outgrown

How Do You Know When You’ve Outgrown Your Advisor?

One of the hardest decisions families face is finding the right advisor. In many ways, it’s similar to choosing a therapist. No two therapists approach treatment the same way, and no two advisors approach planning the same way either.
Learn More →
Grief

Filing Final Tax Returns for the Deceased

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes. Unfortunately, even the deceased can’t escape taxation. Follow the link to learn more.
Learn More →

Quote of the Week

“Don’t go through life, grow through life.”
-Eric Butterworth

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Securities offered through Calton & Associates, Inc., member FINRA and SIPC, a Registered Investment Adviser. Investment Advisory Services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc. Office: 106 S. Seaman St. • Eastland, TX 76448 • Phone: 254-629-3863.

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. SEC registration does not imply a certain level of skill or ability. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.